2016
Establishment
1.8+bi USD
Assets Under Management (AUM)
9+bi USD
Assets Under Administration (AUA)
350+
Integrated Financial Planning (IFP)
80+
Portfolio Management Team
Family Office Services
Who we are: Established in Hong Kong, Dynasty Alliance Investment Management Limited, a member of Dynasty Holdings, is committed to providing comprehensive one-stop investment management services and financial solutions to global investors and corporate customers.
Our Expertise: Our core purpose is to provide customers with unique and customised investment solutions with innovative and far-reaching investment strategies. We also offer a full range of inheritance planning services to our customers.
Our Innovations: At the same time, we utilise cutting-edge financial technology and professional investment management experience to tailor optimised investment portfolios for customers. We aim to assist them in achieving long-term wealth appreciation and inheritance.
What we can do for you: No matter what management needs our clients may have, our family office strives to provide professional consulting services. We are dedicated to help your business prosper, inherit the glory of your family legacy.
Experienced Asset Management Consultancy
Dynasty Alliance Investment Management Limited implements the four core values of comprehensiveness, professionalism, independence and innovation.
We use a brand-new family office platform to provide comprehensive financial solutions for asset management and inheritance planning.
Our Family office platform provides a wide range of services, including:
• Securities investment
• Global bond investment
• Private equity investment
• Capital market financing
• Trust services
• Foreign exchange
• Commodities
• Alternative investment
And more...
Flexible and Diversified Asset Allocation
We are committed to providing complete financial and trust services to global individual and corporate clients.
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We integrate diversified investment, inheritance planning and asset management services to help customers enhance their wealth value and inherit and expand their family businesses;
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By blending Eastern wisdom and Western management culture, we also integrate with international investment platforms to create a comprehensive financial service platform that offers market benefits and enhances inheritance effects.
Our Services
Asset Management
Successfully obtained Type 9 license from the Hong Kong Securities and Futures Commission to provide Asset Management Regulated Activity (CE no. BGB564)
We have diversified services, including:
• External Asset Management (EAM)
• Discretionary Portfolio Management (DPM)
• Cayman offshore investment fund platform
• Fund trading and self-established funds
These services are created exclusively for high-net-worth private clients and Asia-focused family offices providing asset management services.
Wealth Management
By expanding our product categories, we provide global customers with a wide range of financial planning services, including corporate financing, asset management, risk management, overseas real estate, investment immigration consulting and mortgage referral and other wealth management services. We are actively creating a comprehensive one-stop platform.
Succession Planning
Focusing on individual customers, we design a comprehensive set of financial services and rationally allocate assets and income. Our approach considers not only the accumulation of wealth, but also its protection. Through innovative investment management and a complete set of diversified investment capabilities, we provide high-standard asset management and investment portfolio services.
Technology-oriented Private Equity Investment
We believe in "Supply-driven business model". Technology companies will lead the future economic growth and industrial development. We have participated in more than 38 Technology Private Equity Investment transactions, totalling more than $1 billion in investments.
Operation Model: External Asset Management (EAM)
External Asset Manager Framework Agreement
Customer relationship management, professional wealth planning services and discretionary or advisory investment services.
Dynasty Alliance Investment Management
Client
External Asset Management Contract
Services specifically for EAM, with EAM assuming some banking functions; including understanding customers and reviewing customer information.
Private bank
Helping You Build Your Investment Portfolio
Discretionary Portfolio Management
Allow customers to entrust our discretionary investment managers to provide asset investment services based on different asset allocation combinations.
