Beyond Wealth with Overberg Asset Management
Overberg Asset Management is in the business of guiding our clients beyond wealth by safeguarding their financial assets. We offer a range of private share portfolio options as well as estate planning and trust structuring advice and can help you select the best combination to suit your needs. Overberg 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.
Private clients, trustees and companies 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, by virtue of Overberg Asset Management’s experienced and dedicated management team Nick Downing, Founder, CEO, Director of Overberg Asset Management, 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.
Werner Erasmus, Regional Director of the Gauteng region, graduated with his MBA (Finance) in 2017. He is a specialist in financial analysis, company valuations, business turn-around and financial planning.
Carel La Cock, COO, Director, is a CFA charter holder with eight years financial services experience. He applies his analytical skills to asset management, data base management and client reporting.
Gielie Fourie, Research and Analysis, Director, is a CA (SA) and majored in Advanced Financial Analysis and Applied Decision-Making models during his MBA in 1996. He specialises in company research and financial analysis.
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). The company has offices situated in Pretoria, Cape Town, Winelands, Hermanus and Greyton. Speak to one of our wealth advisors today or subscribe to our weekly market report.
