Click here for the latest market updates, opinion articles and news from Dynasty.
Click here for the latest market updates, opinion articles and news from Dynasty.
The images on our website reflect the creativity, effort and technique which the glassblower breathes into every piece of custom glassware created. We bring the same level of knowledge, experience and discipline, combined with a challenging culture, to the personalised solutions we craft for each client.
Dynasty blends the depth of knowledge and resources normally only found within much larger private wealth organisations with the commitment, personal touch and bespoke service of an owner-managed, boutique operation. Our investment approach has delivered consistent, risk-adjusted investment returns that have exceeded key benchmarks since we established our company in 2005.
We have earned respect from clients in resolving complexity, especially with regards to portfolio construction and intergenerational planning in a global context.
Our philosophy of Performance through Process extends across all the different disciplines within our business.
Dynasty has achieved 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.
We have helped our South African clients to optimise returns against a backdrop of deeply negative domestic politics over many years. In other words, we have positioned our clients’ portfolios to withstand the hollowing out of compelling investment opportunities that exist locally.
Click here to read about the factors that differentiate our service proposition.
Dynasty has achieved 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.
We have helped our South African clients to optimise returns against a backdrop of deeply negative domestic politics over many years. In other words, we have positioned our clients’ portfolios to withstand the hollowing out of compelling investment opportunities that exist locally.
Click here to read about the factors that differentiate our service proposition.
We construct and manage client portfolios using qualitative and quantitative input from leading research houses, economists and other industry specialists. Over the years, the Dynasty team has developed and refined an investment process and philosophy proven to deliver optimal long-term outcomes.
Our key investment principles are as follows:
Our key investment principles are as follows:
Our family office capability assists our clients to preserve wealth and build their families’ legacies. We enlist sought-after experts in specialist disciplines, both locally and abroad, to offer clients a holistic family office and wealth management proposition, integrating this with our core investment advisory services.
Our family office services include:
Click here to read more about our client service proposition.
Dynasty’s investment process adopts global best practice and is steered by an experienced Investment Committee with external input from a leading research house, namely Analytics Consulting (Pty) Ltd. The Committee provides oversight of all investment management functions and seeks to eliminate emotion-based decision making. It also ensures that important decisions are vigorously debated and not premised on the management style/behavioural biases of any one individual. This governance ensures a rational approach to the company’s investment management discipline.
Click here to read about the responsibilities of the Investment Committee.
Avroy Shlain
“I appreciate the comprehensive investment and family office service that Dynasty provides –
it’s an inclusive service that simplifies the management of a complex part of my life.”
Beth Keschner
“The Dynasty team helped me to establish my investment goals and a financial roadmap more than 25 years ago.
This advice set me up for financial security and long-term investment success throughout my life.”
Lee Harding
“Dynasty takes a thoughtful approach to investment and reliably outperforms its peers.”
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Telephone Number
+27(0) 11 214 1900
E-mail
info@dynasty.co.za
Physical Address
Suite 8, Ground Floor
1 Melrose Boulevard
Melrose Arch
Johannesburg
South Africa
Postal Address
PO Box 538
Melrose Arch
2076
South Africa
Telephone Number
+27(0) 11 214 1900
E-mail
info@dynasty.co.za
Physical Address
Suite 8, Ground Floor
1 Melrose Boulevard
Melrose Arch
Johannesburg
South Africa
Postal Address
PO Box 538
Melrose Arch
2076
South Africa
