Research-Led Macro.
Disciplined Execution.

CaBerg Asset Management is a global macro investment manager. We combine macroeconomic research with systematic risk management on our in-house CaBerg OS and CaBerg OMS infrastructure, offering separately managed accounts for high-net-worth investors and multi-prime OMS setups for institutional and B2B clients.

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What we do

Global Macro.
Two Ways to Work With Us.

Research on CaBerg OS. Execution through CaBerg OMS. Both developed in-house.

Global Macro
Our investment team builds each position from macroeconomic research, using Bloomberg alongside CaBerg OS, our in-house macro terminal. Every trade is a team decision, sized and monitored within systematic risk limits.
Separately Managed Accounts
For high-net-worth investors, we manage separately managed accounts held in your own name, with ATFX for local clients or Exclusive Markets for global clients, under a signed mandate with regular reporting.
Multi-Prime OMS
For institutional and B2B clients, we set up CaBerg OMS, our in-house multi-prime order management system, connected to ATFX for local operations and Exclusive Markets for global operations. It handles order routing, allocation, pre-trade risk checks, reconciliation and consolidated reporting.
Regulatory Disclosure
Our representative status and its financial services provider are set out in full on every page.
Risk Context
Loss risk and suitability belong beside every approved strategy publication.
Considered Access
A consultation is a discussion, not an approval, offer or performance promise.

A disciplined operating system

Process Is the Product.

Premium investment experience is not theatre. It is the quality of the mandate, the control environment, the evidence and the decisions made when markets become difficult.

About CaBerg

How a position is built

Team decision

Our investment team builds each position from macroeconomic research, using Bloomberg alongside CaBerg OS, our in-house macro terminal. Every trade is a team decision, sized and monitored within systematic risk limits.

01Frame the Mandate
02Select the Structure
03Execute With Discipline
04Report With Context

26.43%: YTD 2026 (1 Jan – 3 Nov), live account, third-party verified (available on request)
9 Years: Aurum Prime model results 2017–2025, derived from a live third-party trading account
Your Own Account: Accounts are held in your name with ATFX locally or Exclusive Markets globally.
Regulatory Status: Representative of DBG Markets ZA · FSP 41920

2017–2025 figures are model results, not CaBerg client returns. Past performance is not indicative of future results.

Our approach

Discipline in Process.
Clarity in Outcome.

A repeatable investment process built for complexity. From mandate definition to reporting: every step measured, every decision accountable.

01 / Mandate
Every Allocation Begins With a Clear Mandate.
Objectives, constraints, liquidity needs and risk parameters should be explicit before capital is put to work.
02 / Custody
Your Capital Stays in Your Own Account.
Separately managed accounts are held in your own name with ATFX for local clients or Exclusive Markets for global clients. CaBerg manages them under the mandate you sign.
03 / Risk
Risk Is a Design Input, Not an Afterthought.
Positioning, exposure and review cadence are treated as parts of one repeatable process. Loss remains possible and suitability matters.
04 / Evidence
Evidence Should Be Dated, Defined and Reviewable.
Performance communication belongs beside its period, methodology, fee basis, source and risk disclosure, not separated from them.
05 / Access
Begin With Suitability, Not Urgency.
A consultation is a structured conversation about objectives, experience and risk tolerance. It is not an investment approval or a guarantee.