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Beyond Wealth
Creating Long Term Wealth
Experienced Wealth Managers
Customised Services
Creating Long Term Wealth
Overberg Asset Management, established in 2001, has a track record spanning over 20 years. We are known to deliver bespoke wealth management solutions and are recognised throughout the industry for being offshore investment specialists. Our distinctive offshore investment strategy has delivered solid performance and long-lasting client relationships. However you may be positioned, whether as an individual or entity, we devise solutions based on our clients’ needs – that’s the value of a boutique solution.
Experienced Wealth Managers
Our experienced wealth managers have specialist knowledge to guide you on your financial journey. We have a specialised team that, together with carefully selected professional business partners, ensures each client is offered a tailor-made solution.
Customised Services
We take a holistic view of your financial position which includes solutions for retirement planning, estate planning, risk planning, and the most tax-efficient structures. Through our professional associations, we are able to facilitate fiduciary services, and specialist tax advice.
Global Investments
Investing offshore has numerous advantages including investment diversification, investment choice, and currency protection. We offer a comprehensive suite of global investments including private share portfolios and unit trusts. We offer a unique opportunity to invest in international closed-end investment companies listed on the London Stock Exchange, a strategy favoured by professionals for their own investments. Learn more.
Local Investments
We recognise that externalising funds offshore is not the ideal scenario for everyone. That is why we have still constructed the best-of-breed local investment solutions, being agile to include both our and potentially other asset management solutions, to meet your unique needs. We offer a wide range of local investments including private share portfolios and unit trusts. Although the investments are based in South Africa, there is the opportunity to achieve offshore investment exposure. Learn more.
Retirement Planning
A retirement plan considers your long-term financial goals and tolerance for risk. As leaders in local and offshore retirement planning, we can provide the optimal products and services, to suit your needs. Learn more.
Estate Planning
Estate planning encapsulates how you want your estate (assets) to be handled after you pass away or if you are incapacitated and unable to handle things on your own. Our expertise enables us to offer distinctive local and offshore solutions to the benefit of your beneficiaries. Learn more.
Estate Administration
We facilitate via our partnerships the creation of personalised fiduciary solutions that are holistic and effective. This includes the drafting of Wills, formation of and management of trusts, and estate administration services. Learn more.
Taxation
We provide tax guidance in respect of our wealth management services. Our partnership with trusted professional tax practitioners enables you to obtain the additional tax services you require. These include completion of tax returns, tax compliance, tax advice and opinions. Learn more.
Foreign Exchange
Our foreign exchange partners can assist you with the efficient global transfer of funds and conversion of funds into various currencies, while securing a favourable exchange rate. Learn more.
Risk Products
Managing one’s personal financial risks is key to preserving wealth. This entails being covered for those unfortunate life-changing events. We offer the coverage you need including, life insurance, disability insurance, and business key person and buy and sell insurance. Learn more.
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