NEW YORK–(COMMERCIAL THREAD) – Dynasty Financial Partners, a leading network of independent financial advisers, today announced that it has entered into a strategic relationship with Global Investor Services (GIS), a Hencorp company.
Global Investor Services, LC (âGISâ) is a regulated broker-dealer in the United States (FINRA / SIPC member), with more than 100 registered representatives and associates in offices including Miami, Houston, Chile, Peru and Uruguay and clients trusting more than $ 2.5 billion of their wealth to its care. For over 25 years, GIS has provided its clients with a state-of-the-art trading platform, a strong and reliable custody platform, and a full-service, customer-oriented back-office support team.
Dynasty Financial Partners will provide SIG advisors with its investment capabilities, including the company’s turnkey asset management platform as well as Dynasty Select, Dynasty’s approved and recommended list of long-term asset managers and separately managed and from alternative hedge fund and private equity managers. In addition, GIS will have access to Dynasty’s Director of Outsourced Investments (OCIO) platform, which was recently awarded the 2016 Private Asset Management Magazine Award for Best Outsourced Investment Director.
âWe are committed to our clients and make sure we provide the right solutions to meet their increasingly complex needs,â said Daniel Schwartz, CEO of Global Investor Services. âWe look forward to working with Dynasty on cross-border solutions for all of our clients, as well as cross-border opportunities for our two financial networks. In addition, Dynasty’s investment solutions will enable GIS representatives to access more competitive prices as well as operational efficiencies that enable a robust wealth management platform. ”
This partnership follows Dynasty’s April 5e
announces its partnership with Florida-based RIA Premia Global Advisors and the hiring of Javier Rivero to lead Dynasty’s new office in Coral Gables.
âDaniel and the GIS team bring significant quality and depth to the international independent market,â said Ed Swenson, COO of Dynasty. âWe believe this unique relationship with GIS will leverage our networks and platforms and we are now able to capture an increasing share of international business going to the RIA space. ”
According to Javier Rivero, senior vice president of Dynasty’s international division, âWe both see a bright future: GIS and Dynasty want to be a priority for international consulting teams looking to build independent RIAs in their market. ”
About Global Investment Services
Global Investor Services, LC (âGISâ) is a regulated broker-dealer in the United States (FINRA / SIPC member), with more than 100 registered representatives and associates in offices including Miami, Houston, Chile, Peru and Uruguay and clients trusting over $ 2.5 billion of their wealth to its care. For more than 25 years, GIS has provided investors with access to global financial markets through a full range of products, services and support, integrated into a transparent platform that rivals any major financial institution.
For more information, please visit http://globalinvestorservices.com.
About Dynasty Financial Partners
Dynasty Financial Partners develops, researches and integrates management capabilities for some of the industry’s leading independent investment advisory firms and provides registered investment advisory services. Dynasty’s integrated platform service delivery chassis offers customized, open-architecture wealth management solutions and a technology platform to support advisors in protecting and growing their clients’ wealth. Dynasty’s core tenet is “Uncompromising Objectivity,” and the company is committed to designing solutions that enable Investment Advisors to act as true trustees for their clients.
Dynasty Financial Partners has offices in New York, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
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