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 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.

How our service is different

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.

How our service is different

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.

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.

Family office services

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:

  • Consolidated and bespoke reporting formats across clients’ entire asset bases.
  • Proactive global tax planning and advice.
  • Cash management facilities – ZAR and USD.
  • Creating and maintaining an electronic hub and checklist to facilitate seamless estate administration.
  • Estate and succession planning and co-ordination of estate administration.
  • Fiduciary services.
  • Bespoke services, for example, advice on currency transactions; 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 committee

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.

Latest news

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.

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