Our Responsible Practice
GWM has been around for over two decades. We uphold the highest standards in data security and combating financial crime. Compliance is at the heart of everything we do. All of our advisers are fully qualified, experienced and actively maintain competency through structured CPD program.
Customer service will always be important to Grosvenor Wealth Management.
It’s our aim to make sure that our new & existing clients and business partners have the best possible experiences with our dedicated team of Financial Advisers, Analysts and Administrators.
Our employees strive to make sure that we’re professional and welcoming and we have always maintained positive relationships with our client and business partners.
However, we know that sometimes things don’t always go to plan, so on these occasions, we do our utmost to make sure that we put things right, with a structured approach to resolving client issues and providing remediation where appropriate.
The value of investments can fall and you may get back less than you invested. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Neither simulated nor actual past performance are reliable indicators of future performance. Information is provided only as an example and is not a recommendation to pursue a particular strategy. Opinions expressed in this publication are not necessarily the views held throughout Grosvenor Wealth Management Ltd.
Traditional investing delivers value by translating investor capital into investment opportunities that carry risks commensurate with expected returns. Sustainable investing balances traditional investing with environmental, social, and governance related (ESG) insights to improve long-term outcomes.
In many ways, sustainable investing can be seen as part of the evolution of investing. There is a growing recognition among industry participants that some ESG factors are economic factors, especially in the long term, and it is, therefore, important to incorporate material ESG factors.
On the surface the introduction of ESG is reflective of the planet’s precarious position. Our clients may also be encouraged by the proposition that their money is being invested in ethical enterprises which have a stake in the environmental issues.
We also believe that ESG will become an increasingly important determinant of value, as the principles of ESG lay the foundations for long term commercial sustainability. We think that ESG will continue to evolve, and this evolution will add greater transparency, improve comparability, and ensure organisations that adopt ESG at a cultural level are recognised for doing so.
We do believe that fund managers need to recognise the importance of investing money in enterprises which do not have a negative impact on the environment and society. For this reason, we are actively considering a specific fund sector which aims to invest in enterprises which have a strong leaning towards sustainability, which naturally includes environmental, social and governance factors.
If you would like to understand more about the ethical enterprises we invest in and how we deliver investment support, email us at firstname.lastname@example.org, or call one of our offices to speak directly with an adviser.