Overberg Asset Management

Overberg Asset Management Overberg Asset Management is a boutique investment firm. Established in 2001. Authorised FSP: 783. This can be included in your annual tax return.

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.

Our Market Report is Available for August 2026 | Global: Government bond yields are rising, steadily and persistently. T...
18/08/2026

Our Market Report is Available for August 2026 | Global: Government bond yields are rising, steadily and persistently. The G7 ten-year government bond yield has broken out of the three-year trading range that had contained it since 2023, and the climb has been relentless. | Local: It is easy to assume that investment scams mostly target financially inexperienced people, but history has repeatedly shown us that this is not the case. Even sophisticated investors have been caught in major fraudulent schemes. Two particularly powerful forces are greed and FOMO (the fear of missing out). | Gain Insights Today: https://overberg.biz/2026/08/market-report-18-august-2026/

31/07/2026

Financial Markets are rising. One reason could be that earnings are accelerating, but at the same time, four risks need to be monitored.

In our latest Q2 Review and H2 2026 Outlook Webinar, Nick Downing explores why the global bull market may still have room to run, while highlighting those key risks investors cannot afford to ignore.

From AI-driven growth and strengthening earnings to bond yield risks, geopolitical uncertainty and portfolio positioning, this presentation offers valuable perspective for long-term investors.

Watch the full webinar here: https://overberg.biz/market-review-podcasts-on-youtube/

Common Myths that are False:“An RA is only useful near retirement” → False - earlier is better (tax-free growth).“Offsho...
27/07/2026

Common Myths that are False:

“An RA is only useful near retirement” → False - earlier is better (tax-free growth).

“Offshore = tax-free in SA” → False - worldwide taxation applies.

“A trust is always best” → False - personal ownership often better for CGT.

“Home profits are always tax-free” → False - only first R3m excluded.

Werner Erasmus, Welvaart en Reeksbestuurder - Gauteng, Overberg Asset Management, gesels saam met Die GROOT Ontbyt oor K...
20/07/2026

Werner Erasmus, Welvaart en Reeksbestuurder - Gauteng, Overberg Asset Management, gesels saam met Die GROOT Ontbyt oor Kunsmatige Tegnologie en wat dit vir beleggers beteken.

Werner deel met ons:
> Moet Beleggers hulself bekommer oor die Kunsmatige Intelligensie borrel?
> Hoe kan jy jou aandele diversifiseer in die tegnologiese industrie?
> Die slaggate van ChatGPT en Claude vir finansiële besluitneming.

Die gesprek was uitgesaai op KykNet op 16 Julie 2026. Epos: [email protected] of besoek https://overberg.biz/2026/06/die-groot-ontbyt/ vir meer inligting.

Global Market Review and Strategy Outlook for Q2 | One of the most powerful equity rebounds of the century: a ceasefire ...
14/07/2026

Global Market Review and Strategy Outlook for Q2 | One of the most powerful equity rebounds of the century: a ceasefire and the reopening of the Strait of Hormuz sent oil sharply lower and risk assets sharply higher. Brent crude, which had spiked to $118 per barrel at the end of Q1, fell back to $73 by the end of Q2.

Local Market Review and Strategy Outlook Q2 | South African assets absorbed the Brent crude oil shock unevenly. The JSE All Share Index fell 2.36% in Q2, extending its year-to-date decline to 2.96% by 30 June. The Resources 10 index collapsed 19.69% in Q2. Financials told the opposite story, with the Financial 15 index gaining 8.20% in the second quarter.

Read our strategy outlooks from Q2's market performance: https://overberg.biz/2026/07/market-report-14-july-2026/

09/07/2026

Streamline your financial path with ease!📱

Discover the user-friendly interface of Overberg Asset Management’s website, and start your journey to financial success today.

Find the link to our website in our Instagram bio.

Geopolitics, Mega IPOs, and SA Investor Sentiment - Our Latest Market Review Podcast | Nick Downing, CEO, discusses the ...
03/07/2026

Geopolitics, Mega IPOs, and SA Investor Sentiment - Our Latest Market Review Podcast | Nick Downing, CEO, discusses the semiconductor bubble, US / Iran negotiations, SpaceX, and the recent decisions of Fed Chair Kevin Warsh. | Werner Erasmus, Regional Manager - Gauteng, gives a holistic update on the South African economy, giving us an insight into investor sentiment for 2026.
Watch on YouTube: https://youtu.be/DpaLsvTCfz0?si=QwxV9N7Y_-YB5Ngj

Address

Greyton
7233

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+27282549013

Website

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