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Position

Managing partner

Founder

Index

UHNW Wealth Managers

Wealth & Investing

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

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 told 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 said.

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 nonfinancial goals. 

We offer comprehensive services for individuals, families and institutions, including bespoke investment programs, 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: Recommended

Recommended 2024, UHNW Wealth Managers

Phone

020 7518 8815

Address

33 Glasshouse StreetLondon, W1B 5DGUnited Kingdom

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