Dynasty Asset Management Information

Dynasty is a leading boutique and advice-driven firm that assists affluent clients to grow, protect, globalise and administer their wealth in an increasingly complex and uncertain world. This is complemented by our integrated and comprehensive suite of family office services. 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.