Leading Market Change
Create lasting value
Dynasty Alliance Investment Management (SFC: BGB654) is a member of Dynasty Holdings. Dynasty Alliance Investment Management specialises in External Asset management (EAM) and is in close partnership with international private banks and brokers. Dynasty Alliance provides tailor-made portfolio management service that fulfils our customer’s individualised financial goals. We provide diversified investment solutions that not only optimises returns, but also actively adapts to the volatile and ever-changing global financial environment. Dynasty Alliance is your reliable partner, and follows the principles of integrity and trustworthiness. ​Dynasty Alliance offers comprehensive private Equity fund advisory service including Equity Fund, Hedge Fund, Entertainment Fund, Real Estate Fund and Private Equity Fund.

01

Independent Investment Management

The independent investment managers of Dynasty Alliance Investment Management partner with many private banks in Asia, with a management approach that prioritises our clients. In traditional private banking services, the bank appoints account managers. As bank employees, account managers are inevitably driven by sales targets and spend most of their time on tedious administrative management. In order to meet performance appraisal indicators, they often make decisions without consideration of the actual benefit of the client. On the contrary, independent investment managers use open and transparent management policies that puts clients first, rather than serving the purpose of increasing transaction commissions.
匯霸致遠投資管理
External Asset Management Contract
Dedicated to EAM services. EAM assists customers in sorting out the account opening process; including KYC, reviewing customer information, etc.
客戶資產
External asset manager
Discretionary Agreement
Relationship managers, professional wealth planning services and discretionary or advisory investment services.
Account Opening / Custody

私人銀行


客戶

02

Discretionary Portfolio Management (DPM)

With our experienced asset management consultants and expert strategy team, we always keep abreast of market trends around the world, capturing market highlights, and exploring the best investment opportunities. Customers can entrust us with full authority to manage all their assets, and our team will tailor a suitable discretionary portfolio to meet the customer’s risk tolerance and return goals. Through global asset allocation and comprehensive unified management, we optimize global portfolio returns, help customers plan strategies and enjoy the benefits.
03

Establishing Onshore/ Offshore funds

We provide one-stop, comprehensive solutions, allowing fund managers to focus on investment performance and handling the middle and back-end operations of the fund. We have connected talents from all aspects of the industry, including top administrators, legal advisors and auditors, to jointly provide professional services for investment portfolio funds.

Offshore Funds Platform

Our offshore fund platform is a Cayman-registered mutual fund structure that can set up independent investment portfolio funds. Each independent investment portfolio fund has an independent investment concept, balance sheet, net asset value and account status, allowing legal protection for all investors.

Onshore Funds Platform

Hong Kong is the largest private equity center in the Asia-Pacific region after mainland China, coupled with the Greater Bay Area (GBA) plan to create an integrated financial and innovation district near Hong Kong. The Limited Partnership Fund Ordinance, Chapter 637 of the Laws of Hong Kong, came into effect on August 31, 2020. This is in line with the Hong Kong government’s goal of improving competitiveness and becoming Asia’s preferred center for asset and wealth management.