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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.

Who we are

Dynasty blends the depth of knowledge and resources normally found only 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 optimal, risk-adjusted investment returns since we established our company in 2005.

We have earned respect from our 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.

How our service is different

Dynasty has achieved an exceptional client retention rate since the company’s 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. At present, and although we have witnessed the emergence of green shoots in the domestic economy since the formation of the Government of National Unity in 2024, we continue to position our clients’ portfolios to access the more compelling investment opportunities and innovation that exists globally, both in developed markets as well as in selected emerging markets.

Click here to read about the factors that differentiate our service proposition.

How our service is different

Dynasty has achieved an exceptional client retention rate since the company’s inception, with many of our clients having been with our founder, Barry Dubb, and his companies for more than 20 years.

Click here to read about the factors that differentiate our service proposition.

What we do

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:

• Every client is different >>

• Process drives performance >>

• A ‘core-satellite’ approach is applied in our house-view portfolios >>

• Risk management is embedded in portfolio design >>

• Active and passive strategies are coherently blended >>

• Funds and instruments are selected in preference to individual stocks >>

• Offshore investment is about managing risk and accessing opportunity >>

• We are not prescriptive in terms of our solutions >>

Our key investment principles are as follows:

• Every client is different >>

• Process drives performance >>

• A ‘core-satellite’ approach is applied in our house-view portfolios >>

• Risk management is embedded in portfolio design >>

• Active and passive strategies are coherently blended >>

• Funds and instruments are selected in preference to individual stocks >>

• Offshore investment is about managing risk and accessing opportunity >>

• We are not prescriptive in terms of our solutions >>

Family office services

Our multi-family office capability assists our top-tier 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 top-tier family office services include:

Consolidated and bespoke reporting formats across clients’ entire asset bases
General family office administration
Proactive global tax planning and advice
Managing tax compliance in collaboration with selected registered auditing practitioners
Cash management facilities – both onshore and offshore currencies
Post-retirement income generation
Creating and maintaining a hub and checklist to facilitate seamless estate administration
Estate and succession planning

The coordination of estate administration services with our preferred firms of executors
Fiduciary services.
Comprehensive foreign exchange solutions, including completing application forms; procuring tax clearance certificates; trading and hedging strategies; and settlements and payments.
Bespoke services, for example: sourcing tax opinions; advice on share option schemes and hedging strategies; structuring of compliant offshore portfolios for clients who have applied for immigration visas in other jurisdictions; etc.

Click here to read more about our client service proposition.

The Dynasty investment committees

Dynasty’s investment process adopts global best practice and is steered by experienced Investment Committees – both local and global – with external input from a leading research house, namely Advantage Consulting (Pty) Ltd and SIP, respectively. The Committees provide oversight of all investment management functions and seek to eliminate emotion-based decision-making. Important decisions are vigorously debated and not premised on the management style or 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.