Company Overview

Dynasty Asset Management (Pty) Ltd

Dynasty is a boutique owner-managed company focused exclusively on the provision of investment management services, together with wealth-related solutions to select domestic and global private clients. The company was founded in March 2005 by Barry Dubb through the acquisition of a long-standing client base dating back to 1987. Today, Dynasty enjoys an enviable track record in terms of having delivered consistent, leading, risk-adjusted investment returns through different market cycles, and also has an outstanding reputation for client service excellence.

The company has an extraordinary client retention rate of 99% with over 50% of individuals having been clients of Barry for more than 20 years. Approximately 75% of the client base has been with Dynasty since its inception.

As an independent organisation, the Dynasty investment portfolios are constructed and managed on an unbiased basis through the extensive use of qualitative and quantitative input, sourced from leading research houses, economists and other industry specialists.

Dynasty has a proprietary workflow management system, which together with its highly trained, experienced and committed team, ensures that each client enjoys the highest level of attention to detail, and that service delivery is commensurate with the demanding nature of the industry.

Key Service Differentiators:

• We have structured our business model so that we have the depth of knowledge and resources normally only found within much larger organisations, without compromising either personal service or bespoke advice.
• Amongst our product solutions, we have our own proprietary listed unit trusts with independently selected underlying fund managers, specifically designed to meet the requirements of our clients.
• We focus not only on investment returns, but also on performance behaviour, underpinned by proven risk management principles.
• Although the investment world is often characterised by random events and unpredictability, we firmly believe that research, discipline and a questioning culture, are all areas over which we can indeed exert influence. These concepts are integral to our investment philosophy, designed to both mitigate risk as well as to ensure that long term portfolio performances are dominated more by process than by sheer luck.
• We are able to secure significant cost savings for our clients via our indirect shareholding in Ci Collective Investments (RF)(Pty) Ltd., which gives us access to institutionally priced investment mandates and fund administration.
• We offer our clients an online cash management facility with a leading SA bank at very competitive interest rates. We do not levy an administration fee in respect of this service.

Shareholders and Directors:

The shareholder of Dynasty is Barry Dubb. The directors are Barry Dubb (CFP);Dale Nussey (B Proc, H Dip Tax Law, CFP);and Ryan Page (B.Bus.Sci. (Hons) Actuarial Science (UCT), CFA).

Dynasty Asset Management (Pty) Ltd is an Authorised Financial Services Provider – FSP No: 20722

 Contact Us:

Tel no:                    +27 11 214 1900

Physical Address: Suite 8, Ground Floor, 1 Melrose Boulevard, Melrose Arch, Johannesburg.

Email:                     clientservices@dynasty.co.za

Website:                www.dynasty.co.za