Equity Research

We’re instrumental in helping individual practitioners and firms to gain the knowledge, skills, processes and competences to deliver excellence in financial planning. This is core to everything we do. We believe in the power of Financial Planning and how it transforms people’s lives. We’ll help you to enjoy a more fulfilling and successful career in Financial Planning by getting involved with the community and seeing for yourself how you can transform your clients’ lives and build better businesses.

It’s easier to find the best home for your savings and investments with a plan. With a plan you know how much to save, and can keep track of progress.

How we work

  • 1. Corporate culture

    At Ridgestone, we have always had a strong cultural identity and we want to present the fundamental attributes of this – predominantly our focus on teamwork, long-termism, openness and simplicity. But we also recognise that, as the company grows, our culture has to be actively articulated, shared, managed and monitored across our global offices.

  • 2. Challenge - Bringing a fresh perspective

    Financial markets are fickle and experience has reinforced our natural scepticism. At Ridgestone we rarely take what markets say on trust. Our skill as asset managers lies in our willingness to ask questions, to buck consensus if need be, and to do our own research to arrive at clear judgements. This attitude informs how we approach our business overall. We encourage everyone to think afresh and not do something just because ‘that’s the way it has always been done’. By constantly asking questions we aim to arrive at better answers.

  • 3. Integrity - Doing the right thing

    We expect everyone at Ridgestone to work to the best of their ability in the interests of our clients, end-investors and shareholders. We strive never to sacrifice long-term good for short-term gain, and we seek to set the standards for good practice as investors and as a public company. We recognise that conflicts of interest can arise – we manage them by being transparent, open and making clear where we believe a course of action is unwise or unethical.

  • 4. Teamwork - Pooling collective talent

    Since Ridgestone’s beginning, we have valued a culture of openness, mutual dependency and collective purpose. We organise our fund managers in teams, so every one of them has a voice. And by following investment processes that are clear, systematic and where all information is shared, we think this leads to better outcomes than if a star fund manager were in charge.

  • 5. Ambition - Being the best we can

    We have a strategy for growth based on achieving long-term results for our existing clients, while also improving the distribution and penetration of our products among new client markets. To achieve our ambition, we rely on attracting and retaining bright, motivated individuals focused on working diligently, efficiently and with integrity. We look to foster a workforce that is mindful of its responsibilities to one another and of our wider corporate responsibilities as a firm.