Dynasty was founded in March 2005 by Barry Dubb through the acquisition of a long-standing client base dating back to 1987. In 2013, Worldwide Capital (Pty) Ltd acquired a strategic stake in the business. As part of this transaction, Ryan Page, a director of Worldwide Capital at the time, was appointed to the Dynasty Board.

Over time, Ryan became increasingly involved in the business, with a particular focus on investment research and family office services. This culminated in his purchase of Worldwide’s shares in 2019.

On 1 December 2025, the Carmel Group, a privately owned investment holding company, acquired a strategic shareholding in Dynasty and appointed Kath van Dongen as a non-executive director.

Carmel serves as a growth and support partner in the Dynasty business, providing assistance in a collaborative, non-intrusive way across key areas such as compliance, technology enablement, human capital, practice management, and M&A.

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

Our global house-view funds are managed by an affiliate company, Dynasty Investment Management International, which is based in Mauritius.

Over the years, the company has established a network of trusted specialist professionals that supports the range of family office services we provide to our top-tier clients. More recently, we have partnered with Parker and Accountants, an established, Knysna-based accounting practice, to extend our suite of services to their client base along the Garden Route.

The business currently serves approximately 210 families and enjoys an enviable track record of having delivered consistent, leading, risk-adjusted investment returns through different market cycles, combined with an outstanding reputation for excellent client service. Dynasty has enjoyed an exceptional client retention rate since its inception.

Read more about what our clients had to say on our 20th Anniversary in 2025.

Differentiated service proposition

  • We invest with high conviction, combined with a rules-based and defendable approach. Our clients’ portfolios have embedded risk-mitigation characteristics that provide them with peace of mind knowing their financial affairs are optimally structured.
  • The investment disciplines – both onshore and offshore – are supported by experienced and highly qualified Investment Committees that are based in South Africa and Mauritius (with additional representation from Jersey), respectively. This ensures that thorough research and governance is applied to investment decision-making.
  • Approximately 85% of our aggregated clients’ portfolios are currently invested—directly or indirectly—in offshore asset classes, a deliberate strategy that continues to bear fruit. Although we have no reason to change this fundamental view at present, the level of externalisation will vary from client to 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 enhanced indexation methodologies in a coherent manner to manage risk and reduce costs.
  • We have an indirect shareholding in a local unit trust management company with R124 billion in Assets Under Management (AUM). This enables us to structure proprietary solutions based on our clients’ requirements. Our scale of assets under management 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 clients can benefit from the competitive gross interest rate provided.
  • Applications for tax clearances are also administered on a no-charge basis. In addition, the firm does not charge for its forex transactions, which are sourced at institutional rates.
  • Our ratio of support staff per hundred clients is extremely high by industry standards. 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 for each client, enabling them to access the specialised and diverse skills of our directors.
  • Client meetings usually take place with one or more directors present, ensuring clients that they have more than one point of contact within 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 approximately 210 family accounts.