Services
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.
What we do
Accounts held with ATFX locally or Exclusive Markets globally.
Investment approach
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.
High-net-worth investors
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.
Institutional and B2B clients
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.
How it starts
Every relationship follows the same four steps before capital is allocated.
Define objectives, time horizon, liquidity and the capacity to absorb loss.
Choose a separately managed account or a multi-prime OMS setup, and review the mandate, fees and documents.
Apply the mandate consistently and keep decision-making inside agreed parameters.
Connect outcomes to exposure, risk, methodology and the relevant reporting period.
Frequently asked questions
CaBerg Investments (Pty) Ltd is listed as a representative of DBG Markets ZA (Pty) Ltd, an authorised Category I and Category II (Discretionary) financial services provider, FSP 41920.
Read the disclaimerCaBerg 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.
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.
A separately managed account is an investment account opened in your own name and managed for you under a signed mandate. You keep ownership of the account, and CaBerg manages it within the agreed limits and reports to you regularly.
CaBerg works with two brokers: ATFX for local clients and operations, and Exclusive Markets for global operations.
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.
High-net-worth investors, through separately managed accounts, and institutional and B2B clients, through multi-prime OMS setups. Every relationship starts with a suitability conversation.
CaBerg Investments (Pty) Ltd is listed as a representative of DBG Markets ZA (Pty) Ltd, an authorised Category I and Category II (Discretionary) financial services provider, FSP 41920.
No. Trading and investing involve a significant risk of loss. Neither a target nor a historical result guarantees a future outcome.
A considered next step
Discuss your objectives, time horizon, liquidity requirements, investment experience and tolerance for loss with the team.
