Overberg Asset Management provides a holistic service to clients.
Since its establishment in 2001, Overberg has developed strong working relationships with specialists in South African retirement products, UK based pension plans and ISA products, estate planning and trust structuring, foreign exchange and money market services. Over time we have identified “best-of-breed” service providers in these specialist fields who espouse a similar philosophy to Overberg, premised on excellence in service, value and performance. We are proud to refer and work together with these specialist business associates on behalf of our clients.
Through selected insurance associates, we provide clients with various retirement products for existing and new life assets, incorporating Overberg’s private share portfolios. This process will enable clients to access direct investment management, administration and financial advice through one contact.
Through selected service providers we offer clients flexible, high yielding and attractive money market options for short-term cash solutions.
Through selected service providers we offer clients foreign exchange accounts to facilitate the transfer of funds abroad from South Africa, making use of foreign exchange allowances.
Through selected UK service providers, we offer and manage Self-Invested Personal Pensions (SIPPs) and Individual Savings Accounts (ISAs), incorporating Overberg’s private share portfolios.
Through selected South African and overseas associates, we provide options in South Africa and abroad relating to estate planning, taxation and trust services. Our associate service providers offer a wide range of solutions to help clients achieve the right structure depending on their financial situation.