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 himmore 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 ManagerGoldman 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. Maurice was a practicing business lawyer in Geneva from 1988 to 1991.

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. He 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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Alexandre "Sandy" Koifman

Managing Partner & Co-Founder
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Alexandre "Sandy" Koifman

Managing Partner & Co-Founder

Alexandre "Sandy" Koifman | Managing Partner & Co-Founder

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.

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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, he 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. He 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. He 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. Prior to that, she was with the Edouard Stern Family Office in Geneva from 2001 where she was responsible for managing the treasury and trading activities. She was also the Geneva Branch Administrator. Previously, Alexandra worked for Republic National Bank as an FX Trader where she worked with David and Ariel. She started her career in 1995 in Paris as an interests rates options broker.

Alexandra graduated with honours from law school in 1993. She also completed a postgraduate program from MATIF School in Paris.

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Catalin Calinescu

Vice President - Portfolio Management
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Catalin Calinescu

Vice President - Portfolio Management

Catalin Calinescu | Vice President - Portfolio Management

Catalin joined Bedrock in 2014 as a portfolio manager. Prior to joining Bedrock, Catalin spent four years with HSBC Private Bank (UK) where he co-managed about USD 2 billion for UHNW discretionary clients. Before joining HSBC, Catalin spent five years with RBC, in the research group selecting active investment managers for long only and hedge fund strategies. Prior to this Catalin worked four years with MDS Capital, a biotechnology venture capital firm in Toronto, being involved in investment valuations and accounting. Catalin has international experience in U.S., Canada and Europe. He started his career managing an emerging markets IPO practice in Romania. He is a British, Canadian and Romanian citizen, fluent in Portuguese. Catalin holds an MBA from Schulich School of Business.

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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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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. She heads up the research team at Bedrock. In this capacity, she oversees related activities, from the asset allocation process to manager selection and monitoring. Prior to that, Marine worked at Tradition Financial Services in London and BNP Paribas CIB in Paris. She 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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Salman Farmanfarmaian

Technology Opportunity Partners
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Salman Farmanfarmaian

Technology Opportunity Partners

Salman Farmanfarmaian | Technology Opportunity Partners

Salman joined Bedrock’s Technology Opportunity Fund in 2014, to invest in iconic, blue chip, private, internet-related companies. He has been an entrepreneur and venture capitalist for the past 15 years. Having started his post-MBA career as an investment banker with Barclays, he joined SCP Partners in the U.S., where he was responsible for, and served on the board of, multiple technology companies, founding one start-up and managing several successful exits and financing rounds. Subsequently he worked at Index Ventures in Geneva, where he focused on clean-technology investments. In 2009, he co-founded ZEM, a Norwegian company with deep lithium ion battery expertise, bringing Zero Emission solutions to the Maritime industry, where he continues to serve as an executive. Salman received a Bachelor’s degree in Computer Science from Harvard University and an MBA from the University of Chicago Graduate School of Business.
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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. 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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Patrick Lachotzki

Managing Director of Funds Business / Head of Business Development
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Patrick Lachotzki

Managing Director of Funds Business / Head of Business Development

Patrick Lachotzki | Managing Director of Funds Business / Head of Business Development

Patrick joined Bedrock in 2016 to head the business development team. He previously worked at BlueBay Asset Management in sales from 2007 with responsibilities across the Benelux region, Canada, the US, and most recently as head of European financial institutions. Prior to that he was an assistant vice president at Citigroup Global Markets in London in equity sales since 2000. He earned a BSc. from Babson College and an MBA from the Kellogg School of Management at Northwestern University.
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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, he 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. He 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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Stefan Muelheim

Partner and Senior Vice President - Relationship Management
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Stefan Muelheim

Partner and Senior Vice President - Relationship Management

Stefan Muelheim | Partner and Senior Vice President - Relationship Management

Stefan joined Bedrock in 2017 from Runa Partners, a SFO, where he was Managing Partner. He has more than 30 years’ experience in asset management, wealth management and capital markets business. From 1998 – 2009 he was Head of Citi Germany for Equities, Fixed Income and Alternative Investments, as well as Member of the Board. Prior to that Stefan was Head of Germany at Dillon Read in London. Stefan started his career at Deutsche Bank in Düsseldorf, Frankfurt and London in 1984
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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 Neumann 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. He brings with him an extensive financial market experience acquired during the past 28 years during which he also worked at Safra Bank, Sao 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 Sao Paulo and an executive certificate from Fundação Getulio Vargas in Sao 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 that 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. He 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

Alexander 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, Alexander 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. Alexander graduated from Durham University with a BA in Economics in 2004. He 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. Her 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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Richard Rimer

Technology Opportunity Partners
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Richard Rimer

Technology Opportunity Partners

Richard Rimer | Technology Opportunity Partners

Richard joined Bedrock in 2014 to create a fund to invest in iconic, blue chip, private, internet-related companies. Since launching Technology Opportunity Partners, Richard has had primary responsibility for deploying over $70M in equity in leading tech companies. Before partnering with Bedrock, Richard was an active direct investor in both early- and late-stage technology businesses. Richard joined Index Ventures in 2001 where he was a partner in the life science practice. Prior to Index, Richard built Europe’s largest specialty pharmacy - MediService – which was acquired by Galenica. From 1990 to 1993 Richard worked in Zurich for McKinsey & Co. Richard graduated with an AB in Economics, History and an MA in International Policy Studies from Stanford University.
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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 that, 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.

She 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 Veillet 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 that Ani worked as a financial analyst for several years for 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. She graduated from 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 personal interest, she has also followed 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. Previously she 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. She is 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. His 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. He 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 Wu joined Bedrock in 2015 from Banque Privee Edmond de Rothschild where she was a vice president covering mainland China market from 2011 until 2015.  Song was responsible for relationships with Chinese mainland clients.  Prior to this, Song was a trust manager for Ping An Insurance Group in China.  She managed the a team,  building family trusts for wealthy Chinese families, as well as actively managing their assets.   Over 2010, She 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. In 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 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.

JEFF KEIL | Advisor

Jeff was President, Director and Chairman of the Finance Committee of Republic New York Corporation and Vice Chairman, Director and Member of the Executive Committee of Republic National Bank of New York. At Republic he directed major international and domestic activities and transactions including the sale of the Trade Development Bank to the American Express Company, the launch of Safra Republic Holdings SA and numerous acquisitions and later managed the sale of Republic to HSBC.

He is currently non-executive Chairman of the Board of Directors of Knight Vinke Asset Management and a director of BlackRock Institutional Trust Co, N.A. He is also a director of Leucadia National Corp. (NYSE:LUK) and a director of the St.Joe Company (NYSE:JOE).

Jeff received a BSc in Economics from the Wharton School of the University of Pennsylvania in 1965. He did graduate studies in mathematical statistics at the London School of Economics in 1965 and 1966 and earned an MBA from Harvard Business School in 1968.

PHILIPPE PERLES | Advisor

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.