Managing Partner
Founder
UHNW Wealth Managers
Geneva
Family offices
Next generation
Portfolio management
Private equity investment
Private office
Tech investment
Wealth management
Trusts
HNW
UHNW
Financial Services
Brazil
Israel
Monaco
Switzerland
United Kingdom
Wealth adviser
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
33 Glasshouse Street London, W1B 5DG United Kingdom