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Overberg Asset Management (Pty) Ltd

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Overberg Asset Management (Pty) Ltd

Overview:

Overberg Asset Management specialises in the management of individual portfolios, tailored to the investment objectives of each client. We offer a range of private portfolio options, 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 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 client portfolios across global and domestic South African markets and a range of asset classes.

The company’s head office is situated in Greyton with a representative sales office in Somerset West.

Overberg holds to a unique philosophy, delivering excellence in performance, service and value.

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