Dynasty’s client base comprises approximately 210 private individuals and family trusts. Most are based in South Africa, but some are domiciled overseas. We entered the group benefits market a few years ago and have since been appointed as investment manager to several retirement funds of owner-managed firms and professional practices.

Clients usually turn to us for help with:

  • Formulating efficient asset accumulation or protection strategies.
  • An independent overview of their current investment portfolios.
  • Improving investment returns or service levels within existing arrangements.
  • Investing proceeds from an inheritance, retirement funds, or the sale of a business, share options, fixed property, etc.
  • Post-retirement investment planning, global tax structuring and estate planning advice.

Client profiles include:

  • Business owners.
  • Executives of listed companies.
  • Medical and legal professionals.
  • Retirees.

Client service proposition

Dynasty’s approach is to complement clients’ investment management with an integrated range of family office services based on the following sound propositions:

Bespoke solutions

We listen closely to our clients and develop solutions that address their unique estate and retirement planning requirements, investment objectives, and personal aspirations.

Quality of advice

All our investment advice is provided or endorsed by at least one of our directors and is underpinned by our proven investment philosophy and process. We access specialist advice (for example on sophisticated inter-generational and offshore structures) from our network of experts.

Fiduciary responsibility

To safeguard client assets, we entrust custodianship of our clients’ domestic and offshore investments to stable, reputable third-party administrators.

Client service excellence is our priority

Dynasty is committed to providing each client with the highest level of personal service and investment support. We treat each client with fairness, integrity and care, and expect our employees, partners and service providers to do the same.

Strict regulatory compliance

We comply with all relevant laws and regulations and hold regular compliance meetings to ensure the team is up to date with the latest regulatory changes.

Contact based on client requirements

Some clients have weekly calls with us; others prefer a face-to-face meeting each quarter; a few are happy to meet only when the need arises. We accommodate everyone’s preference.

Regular and bespoke investment reporting

We provide each client a with a monthly statement that summarises their investment performance and transactions during the period. More comprehensive reporting incorporating analysis and supporting fund fact sheets are issued on a quarterly basis. We also produce bespoke reporting formats for clients who require more detailed portfolio analysis or who have more complex financial structures.

Client communication

News Flashes which provide a summary overview of global and domestic impactful events are emailed to clients on a weekly basis. Additionally, our clients receive a detailed quarterly newsletter that includes our thought-leading articles, research from our partners who supply insights into their respective fields, and podcasts from our fund managers.

Client access to fund managers and analysts

We frequently host informal briefings where small groups of clients can interact with their fund managers or our consulting political analysts — an opportunity not often available to the retail investor. We also host more formal briefings where respected experts present to larger groups of clients.

Client feedback

Kim B. (Age 41)
Entrepreneur and Former Business Owner

My brief was specific, and Dynasty 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.

Chris B. (Age 55)
Retired Executive

Through Dynasty, I have experienced significant portfolio growth over the past 20 years. I have the peace of mind to travel and relax, whilst regular contact with Dynasty is maintained.

Kim B. (Age 41)
Entrepreneur and Former Business Owner

My brief was specific, and Dynasty 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.

Chris B. (Age 55)
Retired Executive

Through Dynasty, I have experienced significant portfolio growth over the past 20 years. I have the peace of mind to travel and relax, whilst regular contact with Dynasty is maintained.