About

Dynasty Holdings

Philosophy

Our investment philosophy is rooted in the pursuit of a balanced portfolio strategy, a distinctive approach that sets us apart in the financial landscape. Unlike other securities firms that often prioritize high-risk, high-return profiles while neglecting risk management, we believe in a comprehensive and nuanced strategy. Our strength lies in offering an all-encompassing and diversified range of products, spanning both high-risk-high-return and low-risk-low-return strategies. This approach is a testament to our commitment to providing the best portfolio management service for our clients. By embracing diversification, we navigate the complexities of the market, ensuring resilience and stability in varying market conditions. Our dedication to a well-rounded investment platform is not just a strategy; it’s our differentiation and a pledge to deliver sustained value to our clients.

Culture

Our culture is characterized by warmth and a strong sense of teamwork, emphasizing the idea that we should support each other in working towards common goals. This ethos is the foundation of our unique culture in Hong Kong. We believe in the power of unity and collaboration, and these values extend beyond our professional endeavors. Regular company conventions, including overseas trips, are integral to building strong bonds among our team members. These events provide opportunities to foster camaraderie, share experiences, and strengthen our connections beyond the workplace. Our culture is not just about working together; it’s about creating a supportive, cohesive, and enjoyable work environment for everyone.

In the pursuit of financial growth, integrity is our most valuable asset.

Subsidiaries

The greatest wealth comes from the deepest insights.

Innovest Asset Management Limited (SFC: BGB654), a subsidiary of Dynasty Asset Management Group, focuses on External Asset Management (EAM), working closely with a wide range of global private banks and brokers. Our primary expertise lies in offering discretionary portfolio management services that are specifically tailored to address the individual financial goals of our clients.

In addition to our EAM focus, we proudly serve as a co-management firm alongside Basis Asset Management Limited (SFC: BQL814). This collaboration allows us to broaden our scope and provide a comprehensive array of private fund management services. This encompasses a diverse range of private funds, including equity funds, hedge funds, entertainment funds, property funds, private equity funds, and more.

At Innovest, our dedication is clear: we aim to deliver dynamic and diversified investment solutions. This commitment is rooted in optimizing returns for our clients while adapting to the ever-evolving needs of the global financial landscape. We strive to be a trusted partner in navigating the complexities of investment, ensuring that our clients receive strategic and tailored solutions that align with their financial objectives.

Success is measured not just by returns, but by goals achieved.

Dynasty Wealth Management Group takes pride in delivering comprehensive insurance services through our subsidiary, Dynasty Financial Group (DFG)(IA: FB1564) and IFA Wealth Management Limited (IA: FB1240). With a wealth of experience accumulated over 15 years, DFG stands as a dedicated and specialized arm within our organization. Through strategic partnerships that span the globe, connecting with over 90% of insurers worldwide, DFG offers a diverse array of more than 1000 insurance products.

Our primary focus is on tailoring insurance solutions to meet the unique and specific needs of our clients. This means going beyond a one-size-fits-all approach to ensure that coverage is not only extensive but also precisely aligned with individual requirements. We understand that each client’s situation is distinct, and our goal is to provide not just protection but also peace of mind.

Dynasty Financial Group operates with a commitment to excellence, leveraging its expertise to navigate the complexities of the insurance landscape. By offering a wide-ranging selection of products and customizing solutions, we empower our clients to navigate life’s uncertainties with confidence, knowing that their insurance coverage is tailored to their distinct needs and circumstances.

The future of wealth management lies in customizing strategies, not standardizing them.

At Dynasty Holdings, our Family Office services are taken care of by “Dynasty Family Office (DFO),” a dedicated subsidiary designed for high-net-worth clients. DFO is the go-to expert for a range of financial needs, collaborating seamlessly across asset management, insurance, legacy planning, and tax planning.

DFO focuses on two main things: creating and preserving wealth. This means we not only manage investments but also help plan for the future, including taxes and passing on wealth to the next generation. Our goal is to make sure our clients’ financial objectives are met.

Under DFO, our clients get personalized solutions that align with their unique financial goals. We want to empower them to handle the complexities of managing wealth, leaving a lasting legacy for generations to come. At Dynasty, we’re more than just financial advisors; we’re partners in securing and growing our clients’ wealth for the long term.