Dynasty Asset Management
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.
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Verified contacts
9
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- BD
Barry Dubb
Director · General Business & Management
EmailPhone - RP
Ryan Page
Director · General Business & Management
EmailPhone - MG
Marco Gallizio
Wealth Manager · Finance & Accounting
EmailPhone - LE
Leon Engelbrecht
Client Service Consultant · Customer/Client Service
EmailPhone - MT
Marié-Louise Taylor
Client Relationship Consultant · Customer/Client Service
EmailPhone - MB
Mel Bishop
Client Reporting and Client Services Consultant at Dynasty Asset Management · Other
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Dynasty Asset Management
8 distinct titles indexed · top 8 shown.
- 2director
- 1client relationship consultant
- 1client reporting and client services consultant at dynasty asset management
- 1client service consultant
- 1junior investment analyst
- 1property manager
- 1sales and marketing specialist
- 1wealth manager
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