Last updated: 09:22 / Tuesday, 24 May 2016
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Global Investor Services and Dynasty Financial Partners Create a Strategic Alliance to Expand Their Global Wealth Platform

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Global Investor Services and Dynasty Financial Partners Create a Strategic Alliance to Expand Their Global Wealth Platform

The network of independent Financial Advisors, Dynasty Financial Partners announced yesterday that it has formed a strategic relationship with Global Investor Services (GIS), a Hencorp company and a U.S. regulated Broker-Dealer (member FINRA/SIPC), with more than 100 Registered Representatives and Associated Persons in offices including Miami, Houston, Chile, Peru and Uruguay and clients entrusting more than $2.5 billion of their wealth to its care. For over 25 years, the firm has been providing its clients with a trading platform, a custodial platform and a full-service, client-oriented back office support team.

Dynasty will be providing GIS advisors its investment capabilities including the firm’s Turn Key Asset Management Platform as well as Dynasty Select, the company´s approved and recommended list of long only, separately managed asset managers and alternative hedge fund and private equity managers. In addition, the broker-dealer will have access to the awarded Dynasty’s Outsourced Chief Investment Officer (OCIO) platform.

"We are committed to our clients and ensuring that we provide the right solutions to meet their increasingly complex needs," said Daniel Schwartz, CEO of Global Investor Services. "We look forward to working with Dynasty on cross-border solutions for all of our clients, as well as cross-border opportunities for both our financial networks. In addition, Dynasty’s investment solutions will provide GIS representatives access to more competitive pricing as well as operational efficiencies which allow for a robust wealth management platform."

This partnership comes on the heels of Dynasty’s April 5th announcement of its partnership with Florida-based RIA Premia Global Advisors and the hiring of Javier Rivero to lead firm´s new office in Coral Gables.

“Daniel and the GIS team bring significant quality and depth to the international independent market,” said Ed Swenson, Chief Operating Officer of Dynasty. “We believe this unique relationship with GIS will leverage both of our networks and platforms and we are now positioned to capture an increasing share of the international business going to the RIA space.”

According to Javier Rivero, SPV of Dynasty’s International Division, “We both see a bright future ahead: GIS and Dynasty want to be top-of-mind for international advisory teams seeking to set up independent RIAs in their market.”

 

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