Taking The Daily Worry Out Of Investments At Bedrock

Maurice Ephrati Managing Director Bedrock Group

Bedrock is a global multi-family office providing innovative investment and advisory services to UHNW families and institutions. Established in Switzerland in 2004, by a team of industry experts as one of the leading independent investment boutiques.

Our goal is to ensure that the financial and non-financial interests of our clients prevail and that their lifestyle needs are reliably met. By being directly accountable, we allow our clients to relinquish the daily worry over their assets while still maintaining personal control over their wealth.

Please explain what you think makes your firm successful in its chosen field?

Bedrock’s investment expertise has been built upon decades of experience working in leading financial institutions and managing prominent families’ investment needs. Founding partners have 20+ years’ experience working together and unlike most Swiss competitors, come from a background in capital markets and treasury management. The strength and breath of our global network enables us to offer privileged investment opportunities and interesting under-the-radar strategies.

Our interests are aligned with those of our clients. We invest our clients' assets alongside those of our partners and their families. Bedrock is 100 per cent privately owned by its partners. Beyond investment management, we also help clients develop effective family governance structures, think strategically about their philanthropic aspirations, and define the rules of interaction between themselves and their wealth to ensure we are protecting their wealth against more than just market downturns. In Switzerland, we just received a portfolio management authorisation from the (Swiss Financial Market Supervisory

Authority, which confirms that we meet the legal and regulatory requirements to engage in financial market activities and reflects the quality of service we offer our clients.

How do awards such as this make a difference to your firm and your colleagues?

We are really proud and grateful to have the honour to win such an award and always appreciate the recognition from our peers and the financial industry. It is a testimony to the hard work that all our team members put in and their dedication to putting clients’ interests first. This award is reflective of the quality of service we offer to our clients and showcases to them our commitment to continue servicing them to the highest standards.

Where in the world do you operate – are you mainly a domestic player or international?

Founded and headquartered in Geneva with offices in two other major financial hubs – Monaco & London. Office locations allow us to serve and meet the needs of an international client base – including clients from across Europe, the Middle East & South America.

Can you sum up the philosophy that sums up your firm/ you the best?

Our philosophy is built on the belief that we all see wealth differently. Wealth means different things to different people, and as such we tune into what drives each of our clients.

We work with families and institutions to see things from their perspective and create bespoke strategies that align with their individual purpose and long-term goals.