Kate Munitz
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Kate Munitz Email & Phone Number

Key Individual at Overberg Asset Management (Pty) Ltd
Location: City of Cape Town, Western Cape, South Africa 3 work roles 6 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Overberg Asset Management (Pty) Ltd
Role
Key Individual
Location
City of Cape Town, Western Cape, South Africa
Company size
28 employees

Who is Kate Munitz? Overview

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Quick answer

Kate Munitz is listed as Key Individual at Overberg Asset Management (Pty) Ltd, a with 28 employees, based in City of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Kate Munitz.

Kate Munitz previously worked as Wealth Manager, Regional Manager at Overberg Asset Management (Pty) Ltd and Wealth Manager at Devere Group. Kate Munitz holds Cisi Diploma In International Advanced Wealth Management (South Africa), Finance And Financial Management Services from The Chartered Institute For Securities & Investment (The Cisi).

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Overberg Asset Management (Pty) Ltd

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Profile bio

About Kate Munitz

With over a decade of experience in offshore wealth management, I am dedicated to building lasting relationships with my clients and assisting them in achieving their long-term financial goals. My expertise lies in providing personalised advice and services in risk management, portfolio management, retirement planning, and estate planning.My investment philosophy is rooted in a few fundamental tenets: investing early, seeking discounted value opportunities, incorporating tax planning, and prioritising consistent net returns over the long term.In addition to my extensive industry knowledge, I hold a BA in Brand Communication and have advanced my studies passing the CISI Level 4 Certificate in International Advanced Wealth Management, which is accredited in South Africa as the CISI Diploma in International Advanced Wealth Management.In ongoing demonstration of my commitment to ethical and compliant practices, I successfully passed the FAIS Regulatory Exam for Representatives (RE5). Equally, my dedication to continuous learning and high standards of integrity is exemplified by my CISI Chartered Membership.Based in Cape Town, I serve as the Regional Manager at Overberg Asset Management (OAM), providing offshore wealth management services to clients throughout South Africa. I guide my clients through the complexities of the financial world and help them achieve their financial aspirations.through

Current workplace

Kate Munitz's current company

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Overberg Asset Management (Pty) Ltd
Overberg Asset Management (Pty) Ltd
Key Individual
Cape Town, WC, ZA
Website
overberg.biz
Employees
28
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3 roles

Kate Munitz work experience

A career timeline built from the work history available for this profile.

Wealth Manager, Regional Manager

Current
Overberg Asset Management (Pty) Ltd

South Africa

At Overberg Asset Management, we prioritise building secure, long-term relationships with our clients. Trust, service, value, and performance are the cornerstones of our philosophy. With a strong presence in global and domestic South African markets, we have a proven track record in investment.Our services extend beyond managing private share portfolios to include retirement planning, estate and inheritance planning, and information on local and global pensions. We offer opportunities for both lump sum and regular contribution investments, allowing us to create, administer, and maintain strategic plans tailored to each client's unique financial needs and goals.At Overberg, we are committed to professionalism and personalised service. We strive to deliver exceptional guidance to help our clients achieve their immediate and long-term financial objectives.

Jan 2019 - Present

Wealth Manager

Devere Group

Cape Town, Western Cape, South Africa

During my tenure at DeVere, I worked with a diverse range of services and products, including retirement and estate planning, UK and Swiss pensions, and both lump sum and regular contribution investments. This allowed us to create and maintain strategic plans tailored to each client's unique financial needs and long-term goals.

Mar 2012 - Jan 2019
Team & coworkers

Colleagues at Overberg Asset Management (Pty) Ltd

Other employees you can reach at overberg.biz. View company contacts for 28 employees →

CS Conor Sim Acsi Conor Sim Acsi Colleague at Overberg Asset Management (Pty) LtdCape Town, Western Cape, South Africa View → MK Marcia Kimber Marcia Kimber Colleague at Overberg Asset Management (Pty) LtdCity Of Cape Town, Western Cape, South Africa View → RW Robert Wantenaar Robert Wantenaar Colleague at Overberg Asset Management (Pty) LtdCape Town, Western Cape, South Africa View → FL Francois Louw Francois Louw Colleague at Overberg Asset Management (Pty) LtdPretoria, Gauteng, South Africa View → JA Julie Anderson, Cfp® Julie Anderson, Cfp® Colleague at Overberg Asset Management (Pty) LtdCity Of Cape Town, Western Cape, South Africa View → LJ Lauren Johnson Lauren Johnson Colleague at Overberg Asset Management (Pty) LtdCape Town, Western Cape, South Africa View → AC Annelien Coetzee Annelien Coetzee Colleague at Overberg Asset Management (Pty) LtdSomerset West, Western Cape, South Africa View → RT Roland Trollip Roland Trollip Colleague at Overberg Asset Management (Pty) LtdCity Of Cape Town, Western Cape, South Africa View → DJ Damian Johnson Damian Johnson Colleague at Overberg Asset Management (Pty) LtdCity Of Cape Town, Western Cape, South Africa View → CM Claire Moorhouse Claire Moorhouse Colleague at Overberg Asset Management (Pty) LtdCity Of Cape Town, Western Cape, South Africa View →
6 education records

Kate Munitz education

Education record

Somerset College

Activities and Societies: House Captain

FAQ

Frequently asked questions about Kate Munitz

Quick answers generated from the profile data available on this page.

What company does Kate Munitz work for?

Kate Munitz works for Overberg Asset Management (Pty) Ltd.

What is Kate Munitz's role at Overberg Asset Management (Pty) Ltd?

Kate Munitz is listed as Key Individual at Overberg Asset Management (Pty) Ltd.

Where is Kate Munitz based?

Kate Munitz is based in City of Cape Town, Western Cape, South Africa while working with Overberg Asset Management (Pty) Ltd.

What companies has Kate Munitz worked for?

Kate Munitz has worked for Overberg Asset Management (Pty) Ltd and Devere Group.

Who are Kate Munitz's colleagues at Overberg Asset Management (Pty) Ltd?

Kate Munitz's colleagues at Overberg Asset Management (Pty) Ltd include Conor Sim Acsi, Marcia Kimber, Robert Wantenaar, Francois Louw, and Julie Anderson, Cfp®.

How can I contact Kate Munitz?

You can use AeroLeads to view verified contact signals for Kate Munitz at Overberg Asset Management (Pty) Ltd, including work email, phone, and LinkedIn data when available.

What schools did Kate Munitz attend?

Kate Munitz holds Cisi Diploma In International Advanced Wealth Management (South Africa), Finance And Financial Management Services from The Chartered Institute For Securities & Investment (The Cisi).

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