Team

The team behind the wheel

Overberg Asset Management has an experienced and dedicated management team. We take great pride in the level of service we offer each client.

Nick Downing

CEO and Chief Investment Officer, Director

Nick Downing

CEO and Chief Investment Officer, Director

Born and educated in the UK, Nick has been involved in international investment banking and asset management since 1986 with a well proven track record in fund management.

Nick began his career in investment banking in 1986 with Nomura Securities, first in Tokyo and then in London. In 1992, he moved to Cape Town and completed an MBA at Cape Town University. As an investment consultant, he developed model portfolios based on investment trusts.

Joining Appleton Asset Management as the senior fund manager in 1996 he was appointed as an investment representative, and given responsibility for the management of private client portfolios, pension funds and the top-performing Appleton Visionary Growth Fund, a unit trust which he started in 1998, also the top-performing fund in the “Domestic Growth” sector in 1998 and 1999. In 2001 he founded Overberg Asset Management.

• Born London, UK (’64). Educated in UK
• Qualifications: BA Cantab (’85); MA Cantab (’89); MBA UCT (’93)
• Corporate finance: Nomura Securities, London and Tokyo (’86 to ’92)
• Asset management (since ‘93)
• Appleton Asset Management: Senior fund manager (’96 to ’01)
• Appleton Visionary Growth Fund: Top performing unit trust in
S.A. “Domestic Growth” sector in ‘98/’99.
• FAIS Regulatory Exams: RE 1, 3 and 5 ('12)
• CEO of Overberg Asset Management (since ’01)

Gielie Fourie

Chief Financial Officer, Director

Gielie Fourie

Chief Financial Officer, Director

Gielie has a B Comm (Acc) and MBA (Cum Laude), which he applies in conjunction with theories and skills gained from his vast experience, towards company research and financial analysis.

After completing his B Comm (Acc) at Stellenbosch University Gielie joined a firm of auditors in Stellenbosch to complete his auditing articles. This was followed by an MBA at Unisa, majoring in Advanced Financial Analysis and Applied Decision-Making models. In 1977 Gielie joined his family hotel business in Caledon where he served the hotel industry and the Caledon community in various leadership capacities.

At Overberg Asset Management Gielie applies his experience and skills towards company research and financial analysis.

• Born in Kalk Bay, Cape Town ('46)
• B Comm (Acc) Stellenbosch ('69)
• CFA(SA) (Commercial and Financial Accountant of South Africa) ('93)
• MBA (Cum Laude) Unisa ('96)
• FAIS Regulatory Exams: RE 1, 3 and 5 ('12)

Carel la Cock

COO, Director

Carel la Cock

COO, Director

Carel is a CFA charter holder with eight years financial services experience at the Barclays’ head office group finance department. He applies his analytical skills to asset management, data base management and client reporting. In addition, he heads-up the Hermanus branch and provides client relationship management services in the Hermanus region.

After completing his B Comm (Institutional Investments) at Stellenbosch University and B Comm Hons (Financial Analysis and Portfolio Management)
at Cape Town University Carel successfully passed his CFA exams with first-time passes to become a CFA charter holder in 2010.

• Born in Hermanus ('79)
• B Comm (Institutional Investments) Stellenbosch ('01)
• B Comm Hons (Financial Analysis and Portfolio Management) UCT ('02)
• CFA (Chartered Financial Analyst®, '09)
• Funding, liquidity and capital review project: Barclays Bank and
Barclays Capital, Group Treasury, London (’12)
• FAIS Regulatory Exams: RE 1 ('18) and 5 ('15)

Kate Munitz

Wealth Manager, Regional Manager – Cape Town

Kate Munitz

Wealth Manager, Regional Manager – Cape Town

With over a decade of experience in offshore wealth management, Kate is dedicated to building lasting relationships with her clients and assisting them in achieving their long-term financial goals. Her expertise lies in providing personalised advice and services in risk management, portfolio management, retirement planning, and estate planning.

Kate's investment philosophy is rooted in a few fundamental tenets: investing early, seeking discounted value opportunities, incorporating tax planning, and prioritising consistent net returns over the long term.

In addition to her extensive industry knowledge, Kate holds a BA in Brand Communication and has advanced her studies in International Wealth Management. She earned distinction in the CISI Level 4 Certificate in International Advanced Wealth Management, which is accredited in South Africa as the CISI Diploma in International Advanced Wealth Management.

In ongoing demonstration of her commitment to ethical and compliant practices, she successfully passed the FAIS Regulatory Exam for Representatives (RE5). Equally, her dedication to continuous learning and high standards of integrity is exemplified by her CISI Chartered Membership.

Outside of work, Kate is passionate about fitness and has completed various endurance events, including two IronMan 70.3 races. These experiences have instilled in her the discipline, perseverance, and determination that she brings to her role in finance.

Based in Cape Town, Kate is the Regional Manager at Overberg Asset Management (OAM), providing offshore wealth management services to clients throughout South Africa, guiding them through the complexities of the financial world and helping them achieve their financial aspirations.

• Born in Pretoria (’86)
• BA Brand Communication (Art direction & Marketing),
AAA School of Advertising (’04 - ‘07)
• SA Assessors Course US 115753 assnt01, SETA Assessors Course (‘09)
• Introduction to Securities & Investment (International), CISI (‘13)
• Certificate in Wealth Management, CISI (’13)
• FAIS Regulatory Exams: RE 5 ('14)
•Diploma in International Advanced Wealth Management (South Africa), CISI (’24)
•Chartered MCSI, CISI (’24)

Werner Erasmus

Wealth Manager, Regional Manager – Gauteng, Director

Werner Erasmus

Wealth Manager, Regional Manager – Gauteng, Director

Werner Erasmus was educated at Stellenbosch University where he completed his Honours degree in Financial Analysis in 2011. He began his career in the business consulting industry, where he worked from 2012 to 2016. During this time, he specialized in financial analysis, company valuations, business turnaround, and financial planning. His expertise in these areas laid a strong foundation for his future roles.

After completing his MBA, Werner joined Overberg in 2017, where he has made significant contributions. He currently serves as the Regional Manager for the Gauteng region and is also one of the Directors at the firm. Recently, Werner was appointed as a portfolio manager and is also part of Overberg Asset Management's investment committee. He adds great value to our clients’ portfolios, with his extensive qualifications and experience.

• Born in Duiwelskloof, Limpopo ('87)
• BComm (Investment Management) University of Stellenbosch ('09)
• Hons BComm (Financial Analysis and Portfolio Management)
University of Stellenbosch ('11)
• Post graduate diploma (Financial Planning) University of FS ('15)
• MBA (Finance) University of Stellenbosch ('16)
• FAIS Regulatory Exams: RE 1 and 5 ('18)
• Advanced post graduate diploma (Financial Planning) University of FS (’19)
• CFP ® (Charted Financial Planner) (’20)

Damian Johnson

Business Development

Damian Johnson

Business Development

Damian is a financial executive CA (SA) with over twenty-five years of commercial and financial experience in various industries, including the personal financial service and investment industry. His experience gained by holding various directorships and/or committee positions with JSE-listed and unlisted entities was both rewarding and challenging. Prior to joining Overberg, Damian fulfilled the FD/CFO role of a JSE listed company for 14 years.

Damian goes the extra mile when it comes to personal wealth management and its associated considerations. This includes creating and applying various unique intricate financial calculators which assist in making those more complex financial decisions.

Damian is a family-oriented man with two children. In his free time, he enjoys being at sea, sailing and paddling or spending time on Table Mountain. As an accomplished sailor, Damian has taken part in many local and international sailing events.

• BCom (Accounting Sciences) Hons - University of South Africa ('95)
• Chartered Accountant (CA) SA, CA(SA) ('97)

Julie Anderson

Wealth Manager, Winelands

Julie Anderson

Wealth Manager, Winelands

Julie is a Certified Financial Planner (CFP) with over 15 years of experience in the financial services industry, delivering deep industry knowledge with a personalised approach. After graduating from UCT with a B. Com (Hons) Degree in Finance and Economics, she joined Investec Bank, where she gained extensive exposure to private banking, investment advisory, and asset management services.

She further expanded her horizons by pursuing an opportunity in the e-commerce space for a few years, where she became skilled in management, business development and digital marketing.

The rewarding nature of the trusted relationships she cultivates with clients prompted her to return to wealth management. She supplemented her qualifications with a Post-Graduate Diploma in Financial Planning and achieved the prestigious CFP® designation. She specialises in retirement planning, estate and succession planning, tax-efficient offshore structures, and portfolio construction. Her personalised approach to advice, always underpinned by service excellence, has contributed to her success and long-lasting client relationships.

• B. Com (Hons) Finance & Economics, University of Cape Town (’02)
• Economic Environment of Business Certificate, GIBS Business School (Gordon Institute of Business Science) (’09)
• FAIS Regulatory Exams: RE 5 (’18)
• Post Graduate Diploma Financial Planning, Milpark School of Financial Services (’19)
• Certified Financial Planner, Financial Planning Institute of Southern Africa (’21)

Bradley Murray

Wealth Manager, Cape Town

Bradley Murray

Wealth Manager, Cape Town

Bradley is a Wealth Adviser for the Cape Town region. He has had an extensive career in the financial services planning since 1992. Bradley has spent his career working with high net worth individuals and specialises in the structuring of international wealth and pensions through tax efficient offshore structures as well as offshore investments. Bradley attributes his career success to his clients with who he has built strong relationships based on trust, while providing exceptional service and always prioritising their needs and financial futures.

Bradley is based at our Cape town office and his wealth of industry related experience and knowledge as well as his genuine understanding of service excellence is a great asset to our company and our clients.

• Born in Pietermaritzburg ('73)
• Certificate in Wealth Management, University of Stellenbosch (‘09)
• Securities and Investment (International) Certificate, CISI (‘15)
• FAIS Regulatory Exams: RE 5 ('11)

Robert Wantenaar

Wealth Manager, Winelands

Robert Wantenaar

Wealth Manager, Winelands

Robert has extensive experience in serving high-net-worth families, focusing on ensuring the continuity of generational wealth whilst protecting their assets. Known for his ability to consolidate and simplify complex situations, Robert is adept at identifying potential threats to growth, resulting in the organic expansion of the number of families he assists.

He has successfully completed the RE5 FAIS regulatory exam and holds a Certificate in International Wealth and Investment Management from the Chartered Institute for Securities & Investment (CISI), further solidifying his expertise in wealth management and investment strategies. .

• Born in Cape Town (’87)
• FAIS Regulatory Exams: RE 5 ('13)
• Introduction to Securities & Investment (International), CISI (‘13)
• International certificate in Wealth and Investment Management, CISI (’19)

Conor Sim

Wealth Manager, Cape Town

Conor Sim

Wealth Manager, Cape Town

As an experienced Wealth Manager, Conor has an abundance of knowledge when it comes to advising on global investments, trusts and pension structures for his clients. He proudly calls South Africa home after relocating here from Glasgow in 2017, following a 12-month graduate programme in Malta. Conor is a specialist in his field with a particular focus on cross-border investment and legacy planning.

His holistic approach to understanding his clients’ needs and financial goals enables him to create bespoke investment solutions. Conor is based in the Cape Town office, from where he looks after his clients living throughout the country.

• Born in Glasgow
• Certificate in Wealth & Investment Management, CISI (‘19)
• Certificate in Advanced Wealth Management, CISI (‘21)
• FAIS Regulatory Exam: RE 5 (‘22)

Claire Moorhouse

Wealth Manager, Cape Town

Claire Moorhouse

Wealth Manager, Cape Town

With over two decades’ experience in the financial services industry, both locally and globally, Claire’s experience as a Wealth Manager is invaluable. She is dedicated to building lasting relationships with her clients and assisting them in achieving their long-term financial goals. By working for companies including HSBC, Citadel, and Investec, being based in London, New York, and Hong Kong, she gained an impressive knowledge of Capital Markets, Wealth- and Asset Management, Investment- and Private Banking, and Financial- and Estate Planning.

Outside of work, Claire thrives on fitness and has completed various endurance events, including four IronMan 70.3 races, both locally and abroad. These experiences have instilled in her the discipline, perseverance, and endurance that supports her conscientious and unwavering work-ethic.

• Born in Cape Town (‘80)
• FAIS Regulatory Exams: RE 5 (‘16)
• CISI Board Certification (Capital Markets) – UK Financial Regulation, Securities and Derivatives, CISI (‘03)
• BCom Economics, University of Cape Town (‘02)

James Munro

Wealth Manager, Winelands

James Munro

Wealth Manager, Winelands

James Munro is known and recognised for successfully creating, managing, and growing wealth profiles for high-net-worth clients by securing lucrative investment opportunities for individuals and legal entities.

James has over six years of experience in the financial services industry during this time, he has assisted with value added portfolio construction and the risk management thereof. James also has experience inthe analysis of various investment opportunities and the impact thereof, as well as driving the implementation of new investment ideas.

James is based at our Winelands office and his dedication to his clients and service excellence is admirable.

• Born in Johannesburg (’91)
• BA in Environmental Studies and Development, University of Stellenbosch (’14)
• BA (Hons) Environmental Management, University of Stellenbosch, (’15)
• BCom in Financial Planning, Milpark Business School (’20)
• FAIS Regulatory Exams: RE 5 (‘20)

Francois Louw

Wealth Manager, Gauteng

Francois Louw

Wealth Manager, Gauteng

Francois is a dedicated Wealth Manager at our Gauteng office, where he passionately guides clients towards financial success. Raised in Pretoria, Francois earned his BCom in Investment Management from the University of Pretoria in 2018. With over three years of experience in the financial sector, he has refined his skills in investment planning. His commitment to client relationships and relentless pursuit of professional growth empower him to assist individuals in achieving their financial aspirations through meticulous planning and tailored wealth management services.

Beyond his professional life, Francois is an outdoor enthusiast who enjoys cooking—boasting a Level 1 Certificate in Food Preparation and Cooking from Steyns Culinary School—hiking, and hunting. As an avid triathlete, he has completed several demanding events, including the Ironman 70.3. Francois lives in Pretoria with his wife, and they are excited about the prospect of starting a family soon. His family-oriented approach is evident in his work, where he ensures that clients' families are financially secure through thoughtful investment advice.

Born in Pretoria (’96)

BCom (Investment Management) University of Pretoria (‘17)

Level One: Certificate in Food Preparation and Cooking, Culinary Arts/Chef Training, Steyns Culinary School (’19)

FAIS Regulatory Exam: RE5 (‘21)

Andy Pilkington

Wealth Manager, Hermanus

Andy Pilkington

Wealth Manager, Hermanus

Andy is a British national who relocated to South Africa in 2009 having worked for Barclays Bank for 22 years. During his time in South Africa, he has built up a substantial client base of High-Net-Worth Individuals in the Western Cape, Port Elizabeth, Durban and Johannesburg. Most of these clients have been with him for over 10 years. During this period, in addition to his ongoing role as a Wealth Manager, he has held positions of Key Individual and Training Manager. Andy joined Overberg in June 2020. He has a breadth of knowledge and experience in offshore structures and offshore investing and his long-standing client base attests to his commitment to performance from investments and customer service.

• Introduction to Securities & Investment (International), CISI ('10)
• Certificate in Wealth Management, CISI ('12)
• Certificate in Financial Planning, NQF 5 ('12)
• FAIS Regulatory Exams: RE 1 ('15) and 5 ('11)

Roland Trollip

Wealth Manager, Cape Town

Roland Trollip

Wealth Manager, Cape Town

Having entered the wealth management business in 2012, initially focusing on the risk and onshore investment market, Roland Trollip quickly realised the significant benefits of global investment opportunities. Consequently, he specialised in the offshore wealth management space in 2014. Over the years, he has built strong relationships with his clients, ensuring that their investment objectives are met in the medium and long term by diversifying their assets for wealth longevity and maximising tax efficiencies in their portfolios. He views diversification in his clients’ portfolios as a crucial consideration, especially for South Africans who face volatility due to various factors beyond their control, both financially and politically. .

Born and raised in the Eastern Cape, Roland studied for a BCom degree at Rhodes University, majoring in both Economics and Management. He completed the FAIS Regulatory Exam for Representatives (RE5) in 2013 while gaining experience in the financial services industry. Upon entering the offshore wealth management sector, he recognised the importance of expanding his expertise to include the specifics of the offshore market. He achieved the CISI Level I in 2016 and the CISI Level II International Certificate in Wealth & Investment Management in 2017.

Growing up on a farm in the Eastern Cape, Roland enjoys the outdoors and plays a variety of sports, including football and golf. You will most likely find Roland on the golf course in his free time, as it remains his favourite sport. He is focused on keeping fit and spending quality time with his wife and two children. Now based in Cape Town, Roland takes great pleasure in the relationships he has built with a wide range of clients from various countries and industries. He can proudly say that these relationships have been founded on trust and a proven track record over the years, ensuring that their investment objectives are met despite the ever-changing landscape we face today.

Born in Adelaide, Eastern Cape (’88)

St Andrew’s College (’06)

BCom, Rhodes University (Economics & Management) (’11)

Introduction to Securities & Investment (International), CISI (‘16)

Certificate in Wealth Management, CISI (’17)

Natasha Lee Carter

Finance Manager, Greyton

Jarred Pitout

Wealth Manager, Winelands

Jarred Pitout

Wealth Manager, Winelands

With a decade of experience in leadership, strategy, and performance management, Jarred Pitout helps clients build and protect their wealth. His strong foundation in education, coaching, and business development allows him to take a structured, analytical, and client-focused approach to financial planning.

Before transitioning into wealth management, Jarred spent ten years as an educator, where he developed a keen ability to mentor, guide, and inspire individuals toward success. Alongside his teaching career, he coached high-performance field hockey at the provincial level for both senior and school teams. His leadership extended to key Directorship roles, including the Cape Town International Hockey Tournament and PlaySmarter Hockey Academy. Additionally, he served as Franchise Director for the Allstars in the Cape Town Premier League. These roles required a strategic mindset and an investment in people—skills that now translate seamlessly into his approach to wealth management.

One of Jarred’s greatest strengths is his ability to break down complex financial concepts into clear, actionable steps, empowering clients to make informed decisions and build sustainable financial strategies.

Beyond finance and sports, Jarred has a deep passion for the performing arts. As a vocalist and actor, he has performed in numerous local productions, embracing creativity and expression—qualities that enhance his ability to connect with clients on a personal level.

Jarred holds a Bachelor's Degree in Education. His diverse experience across multiple industries has equipped him with exceptional communication, problem-solving, and critical-thinking skills. Whether guiding individuals, families, or business owners, he is committed to helping his clients achieve long-term financial success with confidence and clarity through a well-rounded and forward-thinking approach to financial management.

Studying Certificate in Wealth Management, CISI.

FAIS Regulatory Exams: RE 5 ('25).

Bachelors Degree in Education, University of Stellenbosch ('13 - ’19).

Directorship roles in various sports associations.

Gavin Cooper

Wealth Manager, Gauteng

Gavin Cooper

Wealth Manager, Gauteng

With over 25 years of experience in offshore investing, Gavin Cooper brings extensive expertise grounded in the British Crown Dependencies. As a highly regarded Wealth Manager, Gavin is the ideal advisor for those seeking an efficient offshore investment strategy tailored to both residence and domicile. His specializations include estate duty, trusts, portfolio management, and succession planning.

Gavin has a professional style in offering tailored advice, always combined with pro-active personal service. He has built a reputation for reliability and dedication, forging long-lasting relationships with clients and their families.

Gavin holds a Master of Business Administration degree, with majors in Derivatives and Cross-Border Marketing, and has studied the powerful effects of compound interest, often described by Albert Einstein as a true “Wonder of the World.” In addition to his MBA, Gavin holds several management diplomas and qualifications in Wealth Management. His commitment to continuous learning ensures that he remains at the forefront of financial planning particularly for British expatriates with international work experience.

Portfolio building from an early age can have a significantly positive effect on the value of funds come retirement age. A Mentor imparted this to Gavin when in he was still in his teens with the following quip … “one can either retire, or one can retire in style, which would you prefer?” Sage advice indeed.

Outside of his professional pursuits, Gavin is dedicated to health and outdoor activities. Whether on the golf course or trekking through remote mountain streams to fish for trout, he finds balance in nature. His early military background instilled skills in leadership and bushcraft, both of which have been assets in his career.

Gavin values service and good citizenship. Involved in numerous service organizations both in South Africa and abroad, he applies the Rotary “Four-Way Test” to guide his interactions and decisions: 1. Is it the truth? 2. Is it fair to all concerned? 3. Will it build goodwill and better friendships? 4. Will it be beneficial to all concerned?

By choosing Gavin as your Wealth Manager, you gain a partner committed to managing your finances with honesty and integrity. He is ready to guide you through every step of your wealth-building journey, ensuring that your investments support both your goals and your legacy.

MBA, Open University Business School, Milton Keynes, England (‘06)

Sean Fitzpatrick

Investment Analyst, Hermanus

Sean Fitzpatrick

Investment Analyst, Hermanus

After completing his Bachelor of Business Science degree at the University of Cape Town, Sean started his career in the finance industry at Cantor Fitzgerald in Dublin, Ireland. A year later he returned to South Africa and in 2020 he joined the Overberg team. As a dedicated CFA level III candidate he is committed to completing his studies and advancing his career in investments.

Sean is based at our Hermanus office and provides support to the COO, assisting with the implementation, monitoring and rebalancing of portfolios. He is also a key player in database management and maintaining business processes. His attention to detail and commitment to due diligence is inspirational. Sean’s positive outlook on life contributes greatly to our valued office culture.

Born in Limerick, Ireland and raised in Gonubie, East London, Eastern Cape, SA.

Bachelor of Business Science in Finance, University of Cape Town (’16).

CFA Level III candidate.

Jennifer Nel

Compliance Manager, Winelands

Jennifer Nel

Compliance Manager, Winelands

Jennifer, based in the Winelands office, has experience in various industries including the textile industry, real estate, and automotive industry as a business manager.

Her career in finance started in 2015. She uses her financial experience to ensure the firm’s compliance with the Financial Sector Conduct Authority is of top quality; her attention to detail ensures each document is up-to-date and accurate.

She has a well-rounded knowledge of the business process at Overberg Asset Management. It is with this knowledge that she assists in monitoring compliance with applicable legislation and internal requirements, as well as reports on compliance matters to the External Compliance Officer and Board of Directors, periodically.

She chose a career in Compliance because she believes in the function of compliance and the value of accurate documents for the client’s long-term benefit. Her passion shines through when she assists in reviewing compliance policies. Jennifer collaborates with our Wealth Managers in ensuring our clients have received fair and ethical financial advice.

Elzje Kolver

Marketing Manager, Winelands

Elzje Kolver

Marketing Manager, Winelands

Elzje is the Marketing Manager based at the Winelands office. After completing her Honours Degree in Marketing at the University of Pretoria, she started her career in marketing in 2015 and gained experience in various industry sectors including, Legal Services, Health and Beauty, Events Management, Consulting and eCommerce. Some of Elzje’s skills include event planning and coordination, global webinars, social media management, setting up email and digital marketing campaigns, design, and lead generation.

Within her role as Marketing Manager, she assists Overberg in growing the brand and communicating our services, philosophy and values to our clients and potential clients. She coordinates the Marketing activities for all the Overberg offices across South Africa.

• Born in Johannesburg (’92)
• BCom Marketing Management, University of Pretoria, Cum Laude (’14)
• BCom (Hons) Marketing Management, University of Pretoria (’15)
• Online Diploma in Event Management, Event Academy, accredited by CIM (’20)

Delaille Rossouw

Business Administrator, Winelands

Delaille Rossouw

Business Administrator, Winelands

With over two decades of experience in the financial industry, specifically in foreign exchange and general banking, her success has been due to her ability to manage stakeholder relationships with managers and employees on all levels. She has a significant ability to build relationships, provide counseling on complex matters, deal with clients, resolve conflict, advise, and support her peers. Delaille developed her skills throughout many years in a business partnering and organisational development capacity.

Delaille is based at our Winelands office and provides support to the Winelands Wealth Management team.

• National Secretarial Certificate, Tygerberg Technikon ('86)
• Higher Certificate in Personnel and Training Management, Damelin Education Group ('01)
• Customer Relationship Marketing Certificate, UNISA ('04)

Lionie Rupert

Policy Coordinator, Winelands

Lionie Rupert

Policy Coordinator, Winelands

Lionie is the Administration and Operations Manager based at the Winelands office. She was educated at Stellenbosch University, where she completed her BSc and later MSc degree in Food Science in 2009 and 2013, respectively.

After graduating she pursued a career in New Product Development. In 2016, she enrolled in the full-time MBA course at the University of Stellenbosch Business School and graduated in March 2017 with Cum Laude. For two years thereafter, she was self-employed and served as a business consultant for various Start-Up companies assisting with process development, business negotiations, strategy planning and market research.

Lionie’s role as Administration and Operations Manager comprises of structuring internal processes, assisting with compliance and growing the Overberg Asset Management brand.

• Born in Cape Town (‘86)
• BSc Food Science (with Biochemistry), University of Stellenbosch (’09)
• MSc Food Science, University of Stellenbosch (’13)
• MBA (Master’s in Business Administration), University of Stellenbosch ('17)
• FAIS Regulatory Exams: RE 3 ('21)

Tiaan du Toit

Financial and Systems Analyst, Hermanus

Tiaan du Toit

Financial and Systems Analyst, Hermanus

Tiaan is a driven professional embarking on an exciting journey in the financial industry. After matriculating in 2020, he honed his skills in the medical sector as a credit controller, where he gained valuable experience in financial operations. Committed to continuous growth, Tiaan has completed short courses in Data Analysis and is currently pursuing a Diploma in Data Science. As a key member of our Hermanus team, Tiaan contributes to daily financial operations and CRM system management with precision and dedication. Outside of work, he is an animal lover and a devoted caretaker of his energetic young Border Collie. Tiaan’s blend of analytical savvy and conscientiousness makes him a rising star in the financial field, ready to deliver exceptional value to our clients.

Born in Nelspruit, Mpumalanga (’02)

Matriculated (’20), Strand High School, Western Cape,

Various Udemy short courses

Studying towards a Diploma in Data Science (’24).

Kotie Visagie

Personal Assistant, Gauteng

Kotie Visagie

Personal Assistant, Gauteng

Kotie Visagie is based in our Gauteng office. She is the Personal Assistant to Werner Erasmus. Her financial career started where she worked as a Financial Consultant in 2008. She moved over to become a Paraplanner. Kotie has 10+ years’ experience in the South African Financial Industry.

Kotie will ensure that the process of becoming a new investor at the Gauteng office, is a delightful one, by supporting on any administration that needs to take place.

• Based in Pretoria
• Hobbies: Hiking, Volunteering

Annelien Coetzee

Compliance Assistant, Winelands

Annelien Coetzee

Compliance Assistant, Winelands

Annelien Coetzee is a dedicated Compliance Assistant with a wealth of experience in the motor trade finance sector, boasting 18 years in the industry. Born in the picturesque mining town of Barberton in the Lowveld and raised in the serene surroundings of Belfast, Mpumalanga, Annelien's journey has been marked by her strong commitment to compliance and meticulous attention to detail.

Annelien’s educational foundation was laid at Nelspruit Technical College, where she honed the skills that would propel her career forward. Nine years ago, she made a significant life change by relocating to the Western Cape, where she has continued to flourish professionally while embracing the local culture and community.

Beyond her professional pursuits, Annelien is a passionate outdoors enthusiast who enjoys camping and hiking with her husband and two boys. These activities not only provide her with joy and relaxation but also strengthen family bonds and create lasting memories. Annelien Coetzee’s blend of professional expertise and personal passion makes her a valued asset in the Compliance team.

Nelspruit Technical College (’00)

Started in motor trade sector ('06)

Local Portfolios

Global Portfolios

Retirement Planning

The team behind the wheel

Nick Downing

Gielie Fourie

Carel la Cock

Kate Munitz

Werner Erasmus

Damian Johnson

Julie Anderson

Bradley Murray

Robert Wantenaar

Conor Sim

Claire Moorhouse

James Munro

Francois Louw

Andy Pilkington

Roland Trollip

Natasha Lee Carter

Jarred Pitout

Gavin Cooper

Sean Fitzpatrick

Jennifer Nel

Elzje Kolver

Delaille Rossouw

Lionie Rupert

Tiaan du Toit

Kotie Visagie

Annelien Coetzee

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