Portfolio Management Services

If you prefer to leave investment decisions to our investment experts, our Portfolio Management Service could be the answer available exclusively through our Financial Advisers. A professional investment manager will fully manage your investments and the service aims to deliver positive returns while taking the appropriate amount of risk.

Our most exclusive service is designed for investors with £100,000 or more. It provides the very best of what Ridgestone Financial has to offer, drawing upon the wealth of experience from our investment managers and our highly qualified advisers. More than 10,000 clients entrust us with nearly £3 billion of their money using the Portfolio Management Service.

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.