Kate Munitz

Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client. In addition, 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. More services provided by our trusted partners include fiduciary services (trustee services, estate administration, drafting of wills), taxation services, and forex services. We 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 Asset Management 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. The company has offices situated in Cape Town, Pretoria, Winelands, Hermanus and Greyton.