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.
Bedrock’s mission is:
To offer independent advice and privileged investment solutions
To deliver outstanding service and results for our clients
To protect and grow our private clients’ wealth for both current and future generations
To ensure our institutional clients achieve their financial goals
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.
Our core values are at the heart of everything we do:
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 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.
Richard has been active in technology since the early 90’s, building deep-rooted relationships with key stakeholders in the tech community as well as acting as a direct investor in both early- and late-stage technology businesses. Richard worked in Zurich for McKinsey & Co before going on to build MediService, which became Europe’s largest specialty pharmacy. Following MediService’s acquisition by Galenica, Richard joined Index Ventures in 2001 as a partner in the life science practice.
Richard currently leads Technology Opportunity Partners (TOP), which he founded in partnership with Bedrock, to invest in iconic, blue chip, private, internet-related companies. Since launching TOP, Richard has had primary responsibility for deploying over $120M in equity in leading tech companies. Richard graduated with an AB in Economics, History and an MA in International Policy Studies from Stanford University.
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 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.