About us

About us

Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi founded Bedrock in 2004; the ambition was to create one of the first independent investment boutiques providing global investment and advisory capabilities.

Today Bedrock has offices in London, Geneva, Zurich and Monaco and a team of 100 investment professionals who oversee over US$10 billion of client assets. In 2015, Bedrock was ranked 3rd in Europe and 25th globally in the Bloomberg Family office rankings.

Our clients are high net worth families, investment professionals, endowments, foundations and institutions.

The investment solutions we tailor are bespoke whether you are an individual or an institution. What is common to both is that we offer a truly personal approach to meet often complex requirements. Bedrock’s commitment to excellence, its stability and the expertise of our partners reflect the robust process and consistent approach we apply to managing the diverse wealth and investments of our clients.

Mission

Bedrock’s mission is:

We measure our success through our clients’ portfolio performance, share of wallet, and growth of their assets. We are proud of our excellent reputation among our peers and outside the industry.

CORE VALUES

Our core values are at the heart of everything we do:

meet the team

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Ariel Arazi

Managing Partner & Co-Founder
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Ariel Arazi

Managing Partner & Co-Founder

Ariel Arazi | Managing Partner & Co-Founder

From 2000 to 2004, Ariel was with the Safra Family Office in Geneva where he co-managed the financial assets of the family and the foundation with David. He started his career in 1993 with the Republic National Bank of New York in Switzerland as a proprietary trader and went on to join the treasury team where he co-managed - with David and Sandy - a portfolio of Fixed Income, FX and Emerging Market debt of more than USD 10 billion.

He graduated from the University of Geneva in 1992 with a degree in Business and Economics.

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Alexander Classen

Managing Partner
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Alexander Classen

Managing Partner

Alexander Classen | Managing Partner

Alexander joined Bedrock in 2016 from Coutts & Co Ltd, where he was CEO, Head of International. He brings with him more than 25 years’ experience in Wealth Management and Private Banking. From 2006-2010, Alexander was Head of Private Wealth Management EMEA at Morgan Stanley International London. Prior to this, he held the role of General Manager at Goldman Sachs Bank AG Zurich, having previously spent five years as Regional CEO of Pictet Asia Private Limited in Singapore.  Alexander started his career in 1985 at Pictet & Cie, Geneva. Alexander holds a BA in Economics fromUniversity Geneva.
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Maurice Ephrati

Managing Partner & Co-Founder
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Maurice Ephrati

Managing Partner & Co-Founder

Maurice Ephrati | Managing Partner & Co-Founder

From 2000 to 2004, Maurice served on the Private Banking Executive Board of Banque Privée Edmond de Rothschild in Geneva.  Previously, Maurice worked for four years at the Union Bancaire Privée in Geneva as a senior member of management, where he was in charge of several private banking divisions as well as the Family Office Operation.  From 1991 to 1996, Maurice was a trader and director at an international commodities trading company and between 1988 to 1991, Maurice was a practicing business lawyer in Geneva. Maurice graduated with honours from law school in 1988 and passed the Bar exam with honours in 1990.  He has also completed postgraduate programs in Finance at INSEAD in 1994 and in Financial Asset Management and Engineering (FAME) at HEC, Lausanne in 1997.
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David Joory

Managing Partner & Co-Founder
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David Joory

Managing Partner & Co-Founder

David Joory | Managing Partner & Co-Founder

From 2000 to 2004, David was with the Safra Family Office in Geneva, where he was responsible for managing the assets of the Edmond J. Safra Philanthropic Foundation as well as the family's financial assets.  David started his career in 1988 with the Republic National Bank of New York as an FX trader.  In 1993 he moved to the treasury department, where he co-managed - with Sandy and Ariel - the proprietary positions of the group's European arm, Safra Republic Holdings, directly alongside the Chairman Edmond J. Safra. David graduated from the University of Geneva in 1988 with a degree in Business and Economics.
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Alexander Berman

Partner & Senior Vice President - Relationship Management
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Alexander Berman

Partner & Senior Vice President - Relationship Management

Alexander Berman | Partner & Senior Vice President - Relationship Management

Alex joined Bedrock in Geneva in 2012 from Banque Reyl where he worked on the Russian/Israeli desk.  Prior to this, Alex worked at Banque Safdie and Bank Leumi in Geneva and Tel Aviv, where he managed portfolios and advised high net worth private and corporate clients since 2001.  Alex started his career as a specialist in foreign securities and options strategies in Israel. Alex has an MBA in Finance, as well as a BA in Finance & Economics from the Open University, Israel.
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Vedat Barha

Senior Vice President - Relationship Management
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Vedat Barha

Senior Vice President - Relationship Management

Vedat Barha | Senior Vice President - Relationship Management

Vedat joined Bedrock in September 2016.  As a serial entrepreneur, Vedat founded, managed and sold various Financial Services and Commodity trading Companies and was also involved in highly successful large real estate projects in Geneva.  Vedat has a deep understanding of financial products as well as Private Equity. He has been an active investor in Private Technology companies such as Zong (sold to PayPal).  Vedat first met David and Ariel at Republic National Bank of New York in Geneva, where he started his career in 1993. Vedat graduated from Boston University in 1993 with a degree in Business Administration and Finance.
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Alexandra Blechschmidt-Marmion

Senior Vice President - Portfolio Management
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Alexandra Blechschmidt-Marmion

Senior Vice President - Portfolio Management

Alexandra Blechschmidt-Marmion | Senior Vice President - Portfolio Management

Alexandra joined Bedrock in 2006.  From 2001, Alexandra was with the Edouard Stern Family Office in Geneva where she was responsible for managing the treasury and trading activities and where she was also the Geneva Branch Administrator.  Prior to this, Alexandra worked for Republic National Bank as an FX Trader where she worked with David and Ariel.  Alexandra started her career in 1995 in Paris as an interests rates options broker. Alexandra graduated with honours from law school in 1993 and has also completed a postgraduate program from MATIF School in Paris.
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Suzanna Gobet

Senior Vice President - Wealth Management
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Suzanna Gobet

Senior Vice President - Wealth Management

Suzanna Gobet | Senior Vice President - Wealth Management

Suzanna joined Bedrock in March 2005 as a Portfolio Manager from BlueOrchard SA, a microfinance Investment funds company, where she worked as a Business Analyst.  Previously, she worked as a Client Relationship Manager for Institutional Clients at Lombard Odier Darier Hentsch in Geneva.  Currently, Suzanna is deputy head of the wealth management business in Geneva and is in charge of bank and other third party relationships. Suzanna graduated from the University of Geneva with a BA in Business and Economics and holds a postgraduate Masters in Financial Economics from University of Geneva.
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Marc Halpern

Senior Vice-President, Relationship Management
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Marc Halpern

Senior Vice-President, Relationship Management

Marc Halpern | Senior Vice-President, Relationship Management

Marc joined Bedrock in 2017 from Barclays Wealth where he was a Director in charge of UHNW clients and Family Offices in Western Europe.  Prior to this, Marc was Managing Director of financial companies in the United Kingdom and Switzerland, advising European UHNW and institutional investors on asset allocation, manager selection and risk management.  Marc also brings with him an extensive international investment banking experience gained with leading organisations such as Credit Suisse, HSBC and BNP Paribas. Marc is a graduate of Ecole Supérieure de Commerce de Paris and holds and MBA from Columbia University.
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Keyvan Khosrovshahi

Chief Operating Officer
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Keyvan Khosrovshahi

Chief Operating Officer

Keyvan Khosrovshahi | Chief Operating Officer

Keyvan joined Bedrock in 2005 from a private equity company where he was a partner between 2000 and 2005.  Keyvan was responsible for investment management with an emphasis on an internet BtoB platform.  Prior to that, Keyvan was an internal audit associate for Union Bancaire Privée in Geneva, where he managed the team auditing the Private Banking, Trading and FX desks, as well as the asset management department for the various offices (Geneva, London, New York, Nassau).  Keyvan was strongly involved in all compliance and procedure issues for both firms. Keyvan is a graduate of the Geneva Law School.
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Marine D'Hartoy

Senior Vice-President – Head of Research
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Marine D'Hartoy

Senior Vice-President – Head of Research

Marine D'Hartoy | Senior Vice-President – Head of Research

Marine joined Bedrock in 2012 and heads up the research team.  In this capacity, Marine oversees related activities, from the asset allocation process to manager selection and monitoring. Prior to this, Marine worked at Tradition Financial Services in London and BNP Paribas CIB in Paris. Marine graduated from Paris Dauphine University with a Master in Mathematics and Computer Sciences in 2009 and from ESSEC Business School with a specialized degree in Financial Techniques in 2011.
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Eric Micheloud

Group CFO / Head of Corporate & Family Office Services
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Eric Micheloud

Group CFO / Head of Corporate & Family Office Services

Eric Micheloud | Group CFO / Head of Corporate & Family Office Services

Eric joined Bedrock in 2015 from the private banking and asset management industry where he was the managing director in Financial, Operational and Family Office sectors.  Eric also spent 7 years within the Exane Group,  supervising overall operations in Switzerland, Germany and Italy.  Prior to joining the Finance industry, Eric spent several years in the commodities trading industry mainly in business development in Asia and Latin America. Eric graduated in Economy and Business Administration from the University of Applied Sciences in Western Switzerland, Neuchâtel and has also completed a postgraduate program in Finance at INSEAD.
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Robert Mizrahi

Partner & Senior Vice President - Wealth Management
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Robert Mizrahi

Partner & Senior Vice President - Wealth Management

Robert Mizrahi | Partner & Senior Vice President - Wealth Management

Robert joined Bedrock in 2008.  Previously, he was a partner at Pinnacle Capital, a joint venture with Dekabank. Prior to that, he was a member of the executive committee of Via Capital, the real estate investment banking subsidiary of Aareal Bank, where he was responsible for originating and structuring real estate securitisation transactions.  Robert also spent 6 years as a director within the investment banking unit of Commerzbank and 4 years at UBS in London, both within the debt capital markets areas where he originated and structured Eurobond and mortgage backed securities. Robert graduated with an M.Sc in Engineering from the Royal School of Mines at Imperial College, London in 1992.
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Roberto Neumann

Partner & Senior Vice President - Relationship Management
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Roberto Neumann

Partner & Senior Vice President - Relationship Management

Roberto Neumann | Partner & Senior Vice President - Relationship Management

Roberto joined Bedrock in 2011 from Safdié Bank Geneva where he was in charge of Latin America Private Banking as Head of Brasil and Portugal Team.  Prior to that, Roberto was the Director of the Multi Commercial Bank in the Brazilian head office of Brazil Safdié group in São Paulo.  Roberto brings with him an extensive financial market experience acquired during the past 28 years during which he also worked at Safra Bank, São Paulo.  From all these experiences he has built a solid relationship with clients and has an international experience in portfolio management. Roberto has a degree in Business Administration from Mackenzie University in São Paulo and an executive certificate from Fundação Getulio Vargas in São Paulo in Financial Administration, he is also a certified Investment Agent in Brasil.
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Konstantin Panoussopoulos

Partner & Senior Vice President
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Konstantin Panoussopoulos

Partner & Senior Vice President

Konstantin Panoussopoulos | Partner & Senior Vice President

Konstantin joined Bedrock in 2017 from UBS Wealth Management where he was a Managing Director since 2010 covering UHNW Groups in Global Emerging Markets.  Prior to this he was running as Managing Partner at the Private Market Fund GoldenEnergy Capital and acted as CEO and Vice Chairman at the Private Equity Fund SouthEastern Energy Capital.  Konstantin started his career as Strategic Management Consultant at AT Kearney International. Konstantin holds a PhD from the Swiss Federal Institute of Technology (ETH) and finished a MSc Chemical Engineering in ETH Zurich.
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Alex Perowne

Vice President – Portfolio Management
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Alex Perowne

Vice President – Portfolio Management

Alex Perowne | Vice President – Portfolio Management

Alex joined Bedrock in July 2015 and is part of the Portfolio Management team in London, with a particular focus on Fixed Income.  Prior to joining Bedrock, Alex was Head of Fixed Income for a family office in London and previously spent eight years working for Deutsche Bank as a Relationship Manager and Investment Manager in both London and Geneva. Alex graduated from Durham University with a BA in Economics in 2004 and is a CFA charter holder.
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Charlotte Ravouna

Vice President - Business Development
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Charlotte Ravouna

Vice President - Business Development

Charlotte Ravouna | Vice President - Business Development

Charlotte joined Bedrock in July 2014 from Commerzbank, where she worked in Fixed income sales and covered Swiss and French clients.  Charlotte's prior engagements include the provision and management of Structured & Funds Solutions for institutional clients at Nomura and Lehman Brothers. Charlotte holds a MSc. in Finance from ESCP-EAP and a BSc. in Business Administration & Finance from the Université Paris Dauphine of Paris.
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Valter Rigamonti

Vice-President, Portfolio Management
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Valter Rigamonti

Vice-President, Portfolio Management

Valter Rigamonti | Vice-President, Portfolio Management

Valter joined Bedrock in 2017, as Portfolio Manager for Bedrock’s FX department.  Valter has a long banking career of over 25 years, mainly with Trade Development Bank, at Republic National Bank from 1998-2000 and at HSBC from 2000-2006, where he was appointed first Vice-President in charge of FX and Bullion department.  Valter's passion for the Forex led him to found his own Forex Fund that was sold in 2009 where he then went on to join WFinancial Geneva as head of Forex department.
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Corinne Sirvent Brun

Vice President - Relationship Management
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Corinne Sirvent Brun

Vice President - Relationship Management

Corinne Sirvent Brun | Vice President - Relationship Management

Corinne joined Bedrock in May 2015 from BNP Paribas Wealth Management where she was in charge for the Middle East and North Africa, Turkey and C.I.S. area as Investment Solutions Manager.  Prior to this, Corinne spent 12 years at  HSBC Private Bank Monaco as Deputy Director in Private Banking for the Middle East & Europe.  From her tenure with these two major institutions she acquired an experience in dealing with an international clientele and providing them with global and comprehensive financial and wealth management solutions. Corinne graduated from the University of Bordeaux Montaigne with a Master’s degree in Business, Finance & International Trade.
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Jihad Tabbara

Managing Director & Partner - Relationship Management
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Jihad Tabbara

Managing Director & Partner - Relationship Management

Jihad Tabbara | Managing Director & Partner - Relationship Management

From 2000 to 2011, Jihad headed the Middle East and North Africa (MENA) platform at HSBC Private Bank Monaco.  Prior to this, he worked for Republic National Bank of New York starting in NY in 1987 and moving to Monaco in 1989 until the HSBC takeover in 2000.  At Republic he helped set up the equity and Bond trading desk and in the process developed friendships with Ariel, David and Sandy. Jihad has a degree in Civil Engineering from Rice University in Houston and a Masters in Structural Design from Columbia University in New York.
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Ani Veillet

Senior Vice-President -Advisory Services
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Ani Veillet

Senior Vice-President -Advisory Services

Ani Veillet | Senior Vice-President -Advisory Services

Ani joined Bedrock in 2013 from BNP Paribas Private Banking where she was a Senior Investment Advisor since 2007 incharge of Russian and Middle Eastern clients.  Prior to this, Ani worked as a financial analyst for several years at Morgan Stanley.  Before that, she was with Lombard Odier Darier Hentsch Asset Management in a similar position as a dedicated analyst for the equity funds team where she was involved in the investment process and decision-making.  Ani started her career as a statistician economist for the in-focus  program on socio-economic Security for the International Labour Organisation in the UN where she elaborated an Index used today for economic security purposes from the UN. Ani graduated from the University of Geneva in Financial and Monetary Economics and she holds a DEA degree in Financial Markets.  Ani has completed two years of the University of Geneva’s Doctorate Program in finance.  Out of a personal interest, Ani has also followed several international and political science courses.
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Louise Wachtmeister

Vice President - Business Development
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Louise Wachtmeister

Vice President - Business Development

Louise Wachtmeister | Vice President - Business Development

Louise joined Bedrock in 2013 from VistaJet, a private aviation company, where she was a Senior Vice President responsible for successfully developing sales to the key Scandinavian and Eastern European markets.  Prior to this, Louise worked as a Senior Consultant at NetJets where she established and developed coverage of HNW clients in Scandinavia and Benelux. Louise graduated from Stockholm University with a BA in Business and Economics.
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Laure White

Vice President - Portfolio Management
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Laure White

Vice President - Portfolio Management

Laure White | Vice President - Portfolio Management

Laure joined Bedrock in July 2014 and is part of the Portfolio Management team in London.  Prior to joining Bedrock, she worked for HSBC Private Bank in Geneva as an Investment Counsellor and for Mirabaud&Cie as an Economist. Laure graduated from Geneva University with a BA in Econometrics in 2002 and a Master in Economics and Finance in 2004.  Laure is also a CFA and CAIA charter holder.
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Robert Wortelboer

Senior Vice President – Relationship Management
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Robert Wortelboer

Senior Vice President – Relationship Management

Robert Wortelboer | Senior Vice President – Relationship Management

Robert joined Bedrock in 2017 from Edmond de Rothschild Geneva where he was Senior Private Banker since 2006 covering the UK Market.  Prior to Rothschild, Robert worked as a Private Banker for MeesPierson from 2000 to 2006 and for Coutts UK from 1994 to 2000.  Robert's main focus has been developing new business and actively servicing its clients through advisory and discretionary mandates.  Robert also worked for Crédit Suisse Geneva and CSFB Geneva and London. Robert graduated from the University of Geneva in 1992 with a degree in Business and Economics.
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Song Wu

Senior Vice President - Relationship Management
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Song Wu

Senior Vice President - Relationship Management

Song Wu | Senior Vice President - Relationship Management

Song joined Bedrock in 2015 from Banque Privee Edmond de Rothschild, where she was a vice president covering mainland China markets from 2011 until 2015 and was responsible for relationships with Chinese mainland clients.  Prior to this, Song was a trust manager for Ping An Insurance Group in China, where she managed a team building family trusts for wealthy Chinese families, as well as, actively managing their assets.   During 2010, Song successfully built and managed one of the biggest family trust assets in China. Song started to work in Switzerland in 2005, attending the University of Zurich as a visiting scholar.  Between 2006-2009 she started with HSBC Private Banking SA in Zurich and later worked in their headquarters in Geneva. Song holds a Masters degree in Economics since 2001.

Advisors

Alexandre "Sandy" Koifman | Advisor

From 2001 to 2004, Sandy was a Senior Investment Consultant with IRR Capital, managing a portfolio of more than EUR 600 million. Prior to that, Sandy was General Manager of the Republic National Bank of New York (Switzerland), Treasurer of Safra Republic Holdings, Chairman and CEO of the Republic Group's fund management arm and member of Executive, Credit and Treasury Committees. He headed with success the group's proprietary trading activities.

Sandy graduated from New York University Stern School of Business in 1980 with an MBA in Finance, having earned a BA in Economics from Tel Aviv University in 1978.

ALEXANDRE FEDEROVSKI | Advisor

Alexandre is a former trader on the non-ferrous metal market and a former member of the Board of Directors of RAW RESOURCES (based in Moscow), a company that specialisesin the trading of oil, oil-based products and non-ferrous metals. He was also a director and a shareholder of FABULA GMBH and a member of the Board of Directors of EXPONOR SA , both of whom specialisedin the export/import of the non-ferrous metal markets.

Alexandre is currently investing in various projects in the field of mining and mineral processing Alexandre is a graduate of the Faculty of Journalism at the University of Latvia. He is a German citizen and a permanent resident of Switzerland.

Non-Executive Board

PHILIPPE PERLES | Non-Executive Board Member

Philippe Perles is a Senior Partner of Noveo Conseil SA, a management-consulting company based in Geneva, Paris and London. He has a 30 years’ track record in Business Consulting, Commodity Trading and Private Banking industries. Philippe has participated in the planning, design, and implementation of large infrastructures for several major banks, financial companies and commodity traders.

Philippe is an Independent Board Member at Bank Edmond de Rothschild (Suisse) SA. He is also an Independent Board Member at Bedrock Realtime SA, Business Process Outsourcing (BPO) solutions for Independent Asset Managers, Trust Companies and Private Banks. Philippe is a Board Member at ARIF, Self-regulating organization (SRO) for prevention of Money laundering in the financial sector based on the Money Laundering Act (MLA).

Prior to Noveo Conseil, Philippe was a Principal at Sherwood Alliance, an Arthur D. Little consulting company. Previously, he was also Member of the Management at Crédit Lyonnais (Suisse) SA.  His resume includes former various management positions in Private Banking and Trade Finance industries.

Philippe has a degree in Commercial and Industrial Sciences from the University of Geneva in Switzerland. He is a native French speaker and is fluent in English.

SABBY MIONIS | Non-Executive Board Member

Sabby Mionis is a prominent private equity investor and a member of the Board of Directors of Bedrock. Sabby was previously the CEO and CIO of the CMA group of companies, a USD 3 billion investment company which he founded in 1997 and sold to EFG international in February 2006.  Sabby was been responsible for building all operational and investment aspects of the CMA business. Under Sabby’s leadership, the CMA Funds had a successful track record and he was also actively involved in developing the CMA structured product business, creating innovative products for CMA’s clients and establishing relationships with the world’s leading structuring banks. Sabby is a respected figure in the real estate and investment fund industry and has participated as a speaker in several industry conferences. Prior to founding CMA, Sabby worked in the Investment Services Group of Donaldson, Lufkin & Jenrette (‘‘DLJ’’) from 1992 to 1997. Sabby holds a BA in Economics from Brandeis University.