Bedrock Group

PORTFOLIO MANAGEMENT 

We offer the full spectrum of mandates, from discretionary to advisory and execution only mandates. As a signatory to the UN PRI, we are aware of and dedicated to Bedrock's role in promoting environmental and social responsibility among the world's investors. 

Bedrock has a range of multi-asset allocation models which we use to construct discretionary client portfolios across different risk profiles, including preservation, moderate, and growth. Primarily, we invest through third-party funds (both mutual funds and hedge funds), as well as through ETFs, and structured products. However, we may also invest in derivatives, commodities, and equity and fixed income securities. We are long-term investors, both at the asset class and instrument levels. But we can be tactical, use hedges as appropriate given market conditions, and actively manage currency risk via an overlay portfolio. 

SPECIAL INVESTMENTS 

Investment management is our core speciality. Over the last 10 years, we have built strong pillars within the private markets space, especially in private tech and real estate. 

Our global network continues to support this focus and has allowed us to offer co-investment opportunities and pre-IPO investments to our clients. 

CONSOLIDATED REPORTING 

Establishing clear and comprehensive reports, along with NAV calculations. We offer our clients the opportunity to see all their investments in one place, regardless of who manages them. 

PRIVATE OFFICE SERVICES 

Handling all our client's lifestyle needs and simplifying all their non-financial affairs. We assist with an array of matters from property management to the organisation of staff payrolls. 

FAMILY STRATEGY AND GOVERNANCE 

We help families to ensure their legacy is passed on from generation to generation, by creating and implementing the right family governance frameworks and successfully planning for their Family’s future. 

We offer clients support in succession planning, strategic philanthropy, next generation education and development, and family strategy and governance.