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Additional Services

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.

 

Associate Services