Dynasty's Client Experience
Dynasty's client base consists of approximately 200 private individuals and family trusts. In anticipation of the Retirement Reform Act, we have recently entered the 'group benefits' market and have been appointed as investment manager to a few corporate retirement funds. Dynasty’s clients are based throughout South Africa, but some reside overseas. Approximately 65% of client assets are invested offshore.
Although Dynasty acts as investment adviser to several high net worth individuals (defined as having R20m plus / USD 1.5m equivalent in "investable" assets), we also assist clients with significantly less capital who are serious about achieving or maintaining financial independence.
To date, all our clients have been sourced via referrals. Typically, these clients have initially sought advice in one or more of the following areas:
- The formulation of efficient asset accumulation or protection strategies.
- An independent high level overview of their current investment portfolios.
- Improvement in terms of investment returns or service levels within existing arrangements.
- The investment of cash proceeds due from an inheritance or the sale of a business, share options, fixed property, etc.
- The investment of the proceeds from retirement funds, or the take over in the management of existing retirement plans or living annuities.
- Post-retirement investment planning, tax structuring and estate planning advice.
~ Kim B. (Age 41), Entrepreneur and Former Business Owner ~
“I have been a client for 18 months. Upon the sale of my business, I looked around as to which firm I should appoint to manage my portfolio. Dynasty’s name came up a couple of times, and after having an introductory meeting on a no obligation basis, I decided to entrust Dynasty to manage my assets for me.
My brief was very specific, and Dynasty willingly implemented a strategy unique to my requirements. I have been most satisfied with the performance to date and have placed additional funds with the firm as they have become available. Dynasty has also been involved in sourcing specialist tax advice for my family and has attended and co-ordinated various meetings at no charge. Lastly, I find the support team at Dynasty to be very supportive. As an example, they have developed a bespoke reporting format on my portfolio performances.”
~ Chris B. (Age 55), Retired Executive ~
“It has been 20 years since my late wife and I first became clients of Dynasty. My wife was a human resources director of a substantial listed company, and when she left the firm, her retirement fund and executive share scheme proceeds were invested with them within a growth mandate.
I retired as an executive at a listed company earlier this year and Dynasty structured my total portfolio on a tax effective basis. To this end, I was provided with forward – looking tax workings in order that I could proactively quantify my tax liabilities. Certain of my portfolio assets were switched at the appropriate time to optimise tax efficiency, without changing the overall asset allocation of my portfolio.
Through Dynasty, I have experienced significant portfolio growth over the years. I have the peace of mind to travel and relax, whilst regular contact with Dynasty is maintained. Personal reviews are conducted in Cape Town on as and when required.”
Become a Client of Dynasty Asset Management
If you are currently not a Dynasty client but are interested in learning more about us, please contact us via the details below:
Telephone: +27 11 214 1900