Grosvenor is independently owned. It is not aligned to any providers of investments or products it recommends, and neither do those providers have any ownership of Grosvenor. Grosvenor is not bound by the requirements of any financial institution. This in itself is innovative when more than 70% of financial advisory firms have 'external' shareholders or are wholly owned by other institutions.

Our approach to the comprehensive management of client wealth is also innovative. For example, we strive to create a seamless service able to identify investment opportunities, respond to financing needs and bring all the annual activity to account in income tax preparation.

There are cost savings for clients but equally important (and to most clients - more important) there is the comfort in knowing that all the details and complexities of their affairs are well coordinated and in expert hands while they enjoy the benefits.

Innovation does not mean risk. We do not advocate inappropriate investment risk for clients. We don’t believe this is necessary when a sensibly managed portfolio, taking advantage of investments with strong income streams and/or compelling growth prospects, can meet a client's goals within their planned working life.

Grosvenor is willing to push the boundaries in terms of responsibly departing from conventional wisdom on asset allocation weightings to achieve tailored investment outcomes. Often market forces can dictate this. It’s all part of staying in touch with market conditions and the aspirations of each individual client.

At Grosvenor, innovation means monitoring and researching the market for unique opportunities which suit a client's profile and financial goals as well as staying attuned to regulatory changes and opportunities which other advisers may overlook, fail to comprehend, or are simply not aware of.