A STRATEGIC PARTNERSHIP FOR WEALTH MANAGEMENT EXCELLENCE
Parker and Accountants has partnered with Dynasty Asset Management to offer our clients bespoke, advice-driven private wealth management and family office services. This partnership gives you seamless access to Dynasty’s expertise in:
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Intergenerational wealth planning
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Local and offshore investment management
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International tax structures
Why Dynasty?
Founded in 2005, Dynasty delivers the best of both worlds—the expertise and efficiencies of larger private wealth firms, combined with the personalised service of an independent boutique operation. The company has delivered consistent, risk-adjusted returns over the years.
Dynasty has several billion in assets under management and uses leading third-party service providers for investment management, fund administration, pricing, and custodianship. Through its philosophy of performance through process™, the company has a history of delivering consistent, risk-adjusted returns.
What sets Dynasty apart?
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High-conviction investing – A rules-based, defendable approach with embedded risk management for peace of mind.
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Offshore expertise – 85% of aggregated client portfolios are invested offshore, a strategy that continues to deliver superior results.
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Leading portfolio construction practices – Combining active, passive, and smart-beta methodologies coherently to manage risk and reduce costs.
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Cost-efficient structures – Institutionally priced investment mandates and proprietary solutions through direct access to a unit trust management company.
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Innovative cash management and Forex solutions – offering highly competitive rates on a no-charge basis
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Client-centric culture – A high support staff-to-client ratio, aiming to provide a high standard of personalised service.
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Technology-driven solutions – Continuous investment in cutting-edge financial technology systems for superior service and meaningful investment reporting
Dynasty Asset Management (Pty) Ltd ™
Registration Number: 1992/006656/07 FSP No: 20722