Company

Bedrock Group

Position

Managing Partner

Founder

Index

UHNW Wealth Managers

Location

Geneva

Advice type

Family offices

Next generation

Portfolio management

Private equity investment

Private office

Tech investment

Wealth management

Asset Class

Trusts

Client Types

HNW

UHNW

Sector Focus

Financial Services

Geographical Focus

Brazil

Israel

Monaco

Switzerland

United Kingdom

Customer Type

Wealth adviser

Maurice Ephrati

Spear’s Review

Maurice Ephrati co-founded Bedrock Group along with three other experienced investment specialists in 2004, with an ambition to create one of the first independent investment boutiques, providing global investment and advisory capabilities.

‘We wanted to share our skills and service expectations with not only our own families, but those of others with similar needs,’ Ephrati tells Spear’s. ‘Given that starting businesses was within our families’ DNA, we wanted to create something that became more than just a hub for exciting investment opportunities.’

The group has offices in London, Geneva and Monaco, along with a team of investment professionals who oversee the management of its clients’ assets. ‘We manage other families’ wealth just as we do our own,’ he says.

Adviser Profile

Bedrock’s investment expertise has been built upon years of experience in leading financial institutions alongside the management of prominent families’ investment needs. 

Today, we manage other families’ wealth alongside our own and remain committed to putting our clients’ interests first, providing a truly personal approach, to meet the unique needs of each client. 

We provide a broad range of services, including construction and management of bespoke investment programmes, privileged access to exclusive private tech investments and specialist real estate opportunities, 360-degree reporting and comprehensive private office and family governance services.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

Address

33 Glasshouse Street London, W1B 5DG United Kingdom

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