We create lasting wealth for our clients and their legacies - through personalised financial planning and asset management. Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client. We offer a range of private share portfolio options, and can help you select the best combination to suit your needs. Overberg has a prov
en 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. Private clients and trustees will benefit from a discreet and loyal service founded on an understanding of their investment needs. They can look forward to a long-term relationship built on consistent performance. Overberg is a registered investment manager, licensed and regulated by the Financial Services Board of South Africa as a Category 2 financial services provider in terms of the Financial Advisory and Intermediary Services Act (License no. 783). Overberg Asset Management (Pty) Ltd was established in 2001 and licensed in May 2002 by the Financial Services Board of South Africa as a Category 2 financial services provider, license no. 783. 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. Overberg has a proven track record in managing private share portfolios across global and domestic South African markets and a range of asset classes. The company has offices situated in Johannesburg, Pretoria, Nelspruit, Winelands, Hermanus and Greyton. Online portfolio access
Your portfolio will be held in safe custody with Investec Securities, Standard Bank Group Securities, or Nedbank Private Wealth Stockbrokers in South Africa, and Charles Stanley Stockbrokers in the United Kingdom. Secure internet access will enable you to view daily-updated valuations of your portfolio, as well as the entire history of your transactions. A full tax summary
Prepared in line with the SA Tax Year will be provided in respect of your local and global portfolio.
