The world is changing rapidly and the development of investment opportunities is ever increasing. Grosvenor assists clients with the selection, acquisition, and management of their investments.

In order to avoid any conflict of interest, Grosvenor does not develop its own investment products. Independently owned and without any institutional shareholding or control, Grosvenor shows no favour to any particular range of investment products.

Our research is based on a top-down approach. This means that we begin by looking at the global economy as a whole, from which we form views about the potential of various asset classes. These asset classes include Australian equities, global equities, Australian fixed interest, global fixed interest, property and a broad range of alternative assets.

A variety of asset allocations are constructed to suit clients with different risk return profiles and having regard to their stage in the investment cycle. It is then a matter of analysing the market to identify and understand the best combination of specific investments to fulfil those asset allocations.

We are an institutional client of a number of leading financial organisations. From their unique offerings, we select the highest quality investments appropriate to a client's needs. This approach compares most favourably with the arrangements adopted by many other firms and their recurring use of generic lists of widely available investments to formulate portfolios.

All recommendations are made on the basis that we are constructing a long-term investment portfolio. We often need to refocus on the long-term investment horizon, despite periodic levels of short-term volatility.

We are in regular contact with our clients. Clients meet with their Adviser to discuss their overall financial affairs, forward planning, and specific strategies. We are readily available for meetings, phone calls, etc as often as required by the client.

This procedure results in a highly tailored and personalised service reflecting the importance of our role to clients.

We operate using a Deed of Appointment and a limited Power of Attorney. This eliminates virtually all of the paperwork clients have previously found so time-consuming. However, before we implement any investment recommendations, we ensure that we have your complete agreement. The Australian Financial Services (AFS) Licence held by Grosvenor ensures that we follow this practise rather than there being any chance of us making presumptions about your intentions. You are always in control.

 
Grosvenor Financial Services Pty Limited | ACN: 092 797 325 | ABN: 58 092 797 325
Australian Financial Services (AFS) License No. 238853
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