Dynasty Financial Partners (DFP), an integrated wealth management services and technology platform for advisors, and Global Investor Services (GIS) have formed a strategic partnership with to expand their global wealth platform.
GIS has over 100 financial representatives and associated persons in offices including Miami, Houston, Chile, Peru and Uruguay. The firm manages more than $2.5bn in asset under management (AMU).
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Under the partnership, DFP will provide GIS advisors its investment capabilities, which include firm’s Turn Key Asset Management Platform and Dynasty Select.
Dynasty Select is an alternative Investment Platform that offers access to private equity funds, hedge fund and direct investments along with institutional-quality research and diligence.
Global Investor Services CEO Daniel Schwartz said: "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."
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By GlobalDataDynasty COO Ed Swenson said: "Daniel and the GIS team bring significant quality and depth to the international independent market. 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."
