Dynasty was founded in March 2005 by Barry Dubb through the acquisition of a long-standing client base dating back to 1987. Dynasty enjoys an enviable track record in terms of having delivered consistent, leading, risk-adjusted investment returns through different market cycles, and also has an outstanding reputation for client service excellence.

During October 2013 Dynasty acquired an indirect shareholding in Ci Collective Investments (RF) (Pty) Ltd, the licence holder under which our proprietary funds and institutional mandates are housed.

Ci has approximately R19bn of assets under management and utilises leading third-party service providers to perform fund administration, pricing and custodianship on an independent basis. The scale of this arrangement has resulted in us being able to obtain a significant reduction in costs on behalf of our clients.

Dynasty has an exceptional client retention rate of near a 100% since inception, with many of our clients having been with our founder, Barry Dubb, and his companies for more than 20 years. Read more about what our clients have to say.

Differentiated service proposition

  • We invest with high conviction, combined with a rules-based and defendable approach. Our clients’ portfolios have embedded risk management characteristics which provide them with peace of mind that their financial affairs are optimally structured.
  • Approximately 65% of our aggregated clients’ portfolios are currently invested in offshore asset classes – this being a deliberate strategy which continues to bear fruit. Although we have no reason to currently change our view, the level of externalisation will vary between each client dependent on individual circumstances.
  • We adopt leading global portfolio construction practices without bias towards any single approach. For example, we have combined active, passive and smart-beta methodologies in a coherent manner to manage risk and reduce costs.
  • We have an indirect shareholding in a unit trust management company with R19 billion in Assets Under Management (AUM). This enables us to structure proprietary solutions based on client requirements. Our scale of AUM provides us with access to institutionally priced investment mandates and fund administration, meaning we can secure significant cost savings for our investors.
  • We offer an online cash management facility in both ZAR and USD with a leading South African bank on a no-charge basis whereby the gross interest rate provided exclusively to Dynasty clients is highly competitive.
  • Our ongoing investment in technology and our committed team ensures each client gets the service and attention to detail they deserve.
  • We provide a collaborative, advice-based approach to each client in order for them to access the specialised and diverse skills of our senior directors.
  • Client meetings usually take place with one or more directors present, ensuring that clients know that they have more than one point of contact with our organisation. This approach also promotes service continuity in that the business is not solely dependent on any particular individual.
  • In terms of client demographics, we focus on quality rather than quantity of clients. Currently the business comprises of approximately 210 family accounts.
  • Our ratio of support staff per client is high by industry standards. This, combined with our ongoing investment in technology, is evidence of our commitment to provide our clients with both a very responsive and personalised service.