DEXFX

Who we Serve

Individuals and Families

Tailored investment solutions to help achieve financial security and lasting prosperity.

Overview

At Dex FX Limited, client relationships begin with listening to your unique story. We seek to gain an intimate understanding of your individual situation to serve you and your family at the highest level. We collaborate with you to identify your goals and determine your risks, in order to craft a bespoke portfolio strategy designed to protect your capital and accomplish your objectives.

Dex FX Limited is a pioneer in the wealth management industry, setting the highest standards for independent investment advice and related family office services. We are proud to offer our clients a comprehensive and sophisticated investment solution alongside a level of service that is difficult to obtain elsewhere. Our investment expertise, combined with our insightful wealth planning and exemplary service, provides an extraordinarily thoughtful and comprehensive private investment management experience. Clients choose Dex FX Limited for our integrity, consistency, and proven record of success.

Services for Individuals & Families

Wealth Management

At Dex FX Limited, portfolio managers work with clients to define long-term wealth management goals and create customized portfolios to achieve them. We reject a one-size-fits-all approach, ensuring each portfolio is tailored to the client’s specific needs. We regularly conduct peer reviews to ensure that each portfolio reflects the firm’s best thinking on markets, asset allocation, and strategy selection. As a large boutique, we have the scale to attract top talent and the culture to provide personalized service, delivering expert advice directly to each client. Many of our portfolio managers have worked together for over a decade, fostering a collaborative environment that enhances the quality of service clients receive.

Investments

One of Dex FX Limited’s primary objectives is to deliver excellent investment results by offering a combination of core proprietary investment capabilities complemented by “best-in-class” outsourced capabilities. Dex FX Limited’s investment capabilities have performed well through past market cycles with appropriate levels of risk and tax efficiency. Our proprietary investment capabilities and outsourced managers are quality-oriented, valuation-sensitive, and highly disciplined with proven investment processes in place. We are also cost-aware, determined to customize a portfolio solution that is as streamlined and cost-effective as possible.

Values-Based Investing

Each client’s distinctive values and objectives matter to us. With two decades of experience and significant resources in place, your Dex FX Limited portfolio managers are prepared to implement a customized investment plan tailored to achieve your financial objectives while expressing the environmental, social and governance values important to you. A proliferation of novel terms clouds what has been a part of Dex FX Limited’s investment capabilities since its founding twenty years ago. Whether you choose to call it Socially Responsible Investing, Mission-Aligned Investing, ESG, or Impact, Dex FX Limited stands ready with robust Values-Based investment options.

Family Office

Beyond traditional investment management, Dex FX Limited’s Family Office Services provide a wide range of solutions tailored to the needs of each client. Its capabilities include coordinated estate and wealth planning, financial and income tax planning, consolidated reporting and personal accounting solutions. Utilizing the Family Office Services team allows our clients to focus on what is truly important to them. At Dex FX Limited, it is our goal to provide clients with a comprehensive wealth management platform at the highest levels of professionalism, integrity, and efficiency.

Business Advisory

The Family Business Advisory Group provides Dex FX Limited with the in-house corporate finance and related services capability to help family business owners navigate the complex and often sensitive issues associated with strategic initiatives, liquidity events and ensuring the family business legacy. Family businesses are often a family’s largest asset, as well as the most important contributor to their wealth creation. For family business owners, many of the most pressing concerns focus on either corporate finance transactions or business succession planning/stewardship.

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