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The dedication and passion of our team ensures long and successful relationships with each of our clients.
What we do
Overberg Asset Management, provides professional global and local asset and wealth management solutions, providing affluent individuals and families, with a comprehensive wealth management strategy. In addition, our investment product offering enables companies and trusts to hold offshore investments.
We offer a range of private share portfolio, unit trust and other investment options, and can help you select the best combination to suit your needs. Overberg Asset Management has a proven track record in global and domestic South African markets across a range of asset classes. At the cutting edge of investing, we ensure that clients capitalise on exciting investment opportunities.
Our experienced wealth managers and professional business partners, ensures that each client is offered a holistic wealth management strategy. These wealth services and products include: investment management, retirement planning, estate planning, and risk management. Additional services provided by our trusted partners include fiduciary services (trustee services, estate administration, drafting of wills), taxation services, and forex services.
Private clients, trustees and companies will benefit from a discreet and loyal service founded on an understanding of their investment needs. The company has offices situated in Pretoria, Cape Town, Winelands, Hermanus and Greyton.
Overberg is a registered investment manager, licensed and regulated by the Financial Services Conduct Authority of South Africa as both a Category 1 and Category 2 Financial Services Provider (FSP) in terms of the Financial Advisory and Intermediary Services (FAIS) Act (License no. 783).
Overberg Asset Management (Pty) Ltd was established in 2001 and licensed in May 2002 by the Financial Services Conduct Authority (previously Financial Services Board) of South Africa as a Category 2 FSP, with license no. 783. Overberg has more recently increased its license categories to include a range of Category 1 advisory services.
Nick Downing, the founder, director and main shareholder of Overberg has been involved in international investment banking and asset management since 1986 with a well-established track record in managing institutional, retail and private client funds.
Online portfolio access
Your portfolio will be held in safe custody with our industry leading business partners. Secure internet access will enable you to view daily-updated valuations of your portfolio, as well as the entire history of your transactions. Assets held through trust or corporate structures may utilise alternative custodians, in certain circumstances.