Bedrock Group

Company Profile

Bedrock is an award-winning multi-family office based in London, Geneva and Monaco that manages the wealth and assets for a select circle of families and institutions. 

We offer 360-degree services, including: 

INVESTMENT MANAGEMENT 

We work closely with you, your family members or your investment team to understand your evolving situation and investment goals. Through a robust due diligence process, our team sources best-in-class investment opportunities across both public and private markets. 

We offer the full spectrum of mandates, from discretionary to advisory and execution-only depending on how hands-on our clients choose to be. 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. We also offer a range of services including impact investing, a dedicated private markets program, outsourced CIO and consolidated reporting. 

PRIVATE TECH INVESTMENTS

Since 2014, we’ve converted on opportunities in the private tech space through a partnership with Technology Opportunity Partners (TOP). TOP today manages well over $1 billion in pre-IPO, blue-chip tech companies, and best-in-class venture funds.

We take our clients behind the scenes to show them investment opportunities that other family offices and private banks can’t access: from direct investments and co-investments in era-defining companies, to a concentrated portfolio of the world’s premier VCs . 

REAL ESTATE INVESTMENTS 

Where people live, work, create and store assets continues to be redefined, opening new approaches to real estate investment. So, we’re growing our footprint by partnering with our clients through our dedicated entrepreneurial team, Bedrock Real Estate (BRE). 

We draw on the knowledge of our in-house team and that of our partners to bring exclusive insight and access. Our team are focused on acquiring desirable assets in key locations across three core themes: Core+ Offices, Multi-Family Residential and Big Box Logistics. 

FAMILY OFFICE SERVICES

We understand that wealth management is about more than financial capital. It starts with understanding the purpose and values behind your wealth, to then build an integrated approach that meets your financial and purpose-driven goals. 

Beyond investment management, we help our clients control their assets, develop effective governance structures, think strategically about their philanthropic aspirations and prepare for passing their wealth to the next generations. From accounting to art collection administration, we also offer a wide variety of administrative services to free up more of your time, safe in the knowledge that daily tasks are taken care of. And we empower the next generation, supporting their development through custom programs and access to dedicated communities such as Horizons.