Company
Position
Managing partner
Founder
Index
UHNW Wealth Managers
Wealth Managers - Switzerland
Location
Geneva
Advice type
Family offices
Next generation
Portfolio management
Private equity investment
Private office
Tech investment
Wealth management
Asset Class
Trusts
Client type
HNW
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Geographical focus
Brazil
Israel
Monaco
Switzerland
United Kingdom
Maurice Ephrati
Spear’s Review
Maurice Ephrati co-founded Bedrock Group along with three other 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,’ Ephrati says.
Adviser Profile
Our vision is to work towards a world richer in social, cultural and intellectual capital through sharp and conscientious investment. We work with families to help them become clear on their values and the purpose behind their wealth – helping them to achieve both their shared financial and non-financial goals.
We offer comprehensive services for individuals, families and institutions, including bespoke investment programmes, exclusive private tech investments, specialist real estate opportunities, 360-degree reporting, and private office and family governance services.
Managing other families’ wealth alongside our own, we are committed to putting our clients’ interests first, providing a truly personal approach.
Rank: Top Recommended

Top Recommended 2025, UHNW Wealth Managers
Phone
020 7518 8815
Address
33 Glasshouse Street, London, W1B 5DG, United Kingdom