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CONTROLLER / SERVICE

There is no reason for you to maintain an internal structure, usually expensive and costly, to take care of your finances.


There is no reason for you to maintain an internal structure, usually expensive and costly, to take care of your finances. Trust this role to a highly trained professional designated by the Over Global Trust and enjoy this time for yourself and for generating new business.
How much time do you spend each month with the bureaucracies that your finances require? This waste of time and energy no longer makes sense.
By entrusting the financial area of ​​your company to an office specialized in managing your finances, such as Over Global Trust, you will now enjoy the benefits of the effective organization of your accounts.
Over Global Trust is a global leader in providing services and independent investment advice, including strategic allocation, performance appraisals and risk analysis on an ongoing basis. We have more than 100 billion dollars under our consultancy, with presence in several countries, which allows us to have a global view for analyzing investment strategies.
In addition to consulting services, many clients grant Over Global Trust fiduciary responsibility for the management of resources. In these cases, called delegated management, OVER is responsible for implementing the allocation strategies, including selection and exchange of managers, portfolio rebalancing and other operational actions. Under our delegated management, there are more than 80 billion dollars. In addition to flexibility and independence in the execution of investment strategies, this scale offers our clients a considerable competitive advantage, often offering savings of up to 20% in investment costs.
We offer personalized guidance at each stage of the investment decision, risk management and follow-up processes. We partner with our clients to address every aspect of the investment, reinforcing our consultative approach.
Our insights and capabilities are based on deep global knowledge, sophisticated modeling and advanced investment tools, so when we understand our clients' investment needs, we have the resources to understand where the best opportunities are and how to capitalize on them.
We have a team of professionals, working in several countries with the latest tools to offer diversified portfolios that exceed investors' expectations even in volatile markets. Our research and deep knowledge empower us to transform insights into opportunities.
Whether you need security to define, implement and monitor your investment strategies or the 
flexibility of our delegated solutions, we have the ability to deliver security and growth in the short 
and long term.

Our portfolio of products and services:

TOOLS AND RESEARCH

• Local and global research;
• Global database with qualitative information from thousands of managers and investment 
strategies (GIMD);
• Performance analysis software;
• Rating of management strategies (OVER Fund Watch).
CONSULTANCY
• Investment policy, asset allocation and portfolio structuring;
• Advisory, identification, assessment and monitoring of strategic risk;
• Advice on liquidity and cost analysis;
• Advice and research on alternative strategies;
• Selection and assessment of custody and investment managers.

SOLUTIONS

• Management and optimization of investment strategies;
• Maximization of employees' assets;
• International investment management;
• Fiduciary responsibility in asset management - Delegated Solutions.

We take care of your company so that it generates value