Overberg Asset Management is a trusted brand specializing in the management of private share portfolios and providing tailored financial advice to clients. With a proven track record in both global and domestic South African markets, Overberg offers a range of private share portfolio options, along with estate planning and trust structuring advice, to help clients achieve their investment objectives. The company is committed to ensuring clients capitalize on exciting investment opportunities and provides a discreet and loyal service to private clients, trustees, and companies.

Overberg is a licensed and regulated investment manager, registered with the Financial Services Conduct Authority of South Africa, and offers a range of advisory services. Founded in 2001, Overberg has a team with extensive experience in international investment banking and asset management. Clients can access their portfolios securely 24/7, view daily-updated valuations, and benefit from a full tax summary prepared in line with the SA Tax Year.

With offices in multiple locations, Overberg is dedicated to building long-term relationships based on consistent performance and understanding client needs