Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

Posted by Bedrock on 29th May 2026

Bedrock is proud to share that three of our advisors: Maurice Ephrati, Managing Partner; Raquel Santos Silva, Partner; and Helena Eaton, Head of Investment Advisory, have been recognised in the 2026 Spear’s 500 Wealth Management Indices.

Often described as the “Michelin Guide of Wealth”, the Spear’s 500 Wealth Management Index recognises leading experts across wealth management, tax, philanthropy, property, family law and more. Their inclusion places them among a select group recognised for excellence in advising high-net-worth and ultra-high-net-worth clients.

A Disciplined, Independent Approach

For Bedrock, this recognition reflects our ability to deliver highly sophisticated advice across increasingly complex global wealth structures and the evolving needs of international families.

Our advisors combine deep expertise in cross-border wealth, institutional-grade portfolio construction and bespoke investment strategy design.

Working across both public and private markets, we blend strategic asset allocation with tactical positioning, underpinned by disciplined, independent thinking, enabling us to design robust, forward-looking portfolios tailored to each client’s unique circumstances.

A Message from Our Advisors

Commenting on the recognition, each advisor highlighted the principles that underpin their approach:

“Managing the wealth of ultra-high-net-worth individuals requires a truly bespoke approach. Every client and family is different, you have to adapt in all respects to their needs and concerns. You cannot put them in a box, which makes the role both fascinating and complex.”

— Maurice Ephrati, Managing Partner

“A good wealth manager needs to be solutions-driven, not product-driven. Every family we work with is different, but what they consistently seek are sophisticated, tactical ideas, delivered with discipline and aligned to their broader, long-term objectives.”

— Raquel Santos Silva, Partner

“AI is playing an increasingly important role across the financial sector, but in UHNW wealth management the human element remains essential. Clients, particularly younger generations, expect timely, informed responses, so our role is to combine that immediacy with judgement and a highly personalised, long-term approach.”

— Helena Eaton, Head of Investment Advisory

What This Means for Clients

We are delighted to have three of our advisors recognised by Spear’s as leading experts for UHNW clients. For our clients, this reinforces confidence in partnering with advisors who deliver at the highest level, combining deep technical expertise with a highly personalised approach.

It reflects Bedrock’s commitment to building long-term, multi-generational relationships, supporting families not just in managing wealth today, but in preserving and transitioning it over time. Through independent advice and disciplined investment thinking, we work alongside clients and their families to deliver tailored, forward-looking solutions as their needs evolve.

To explore their full profiles, click below:

• Maurice Ephrati, Geneva – Top Recommended 2026, UHNW Wealth Manager
• Raquel Santos Silva, Lisbon – Top Recommended 2026, UHNW Wealth Manager
• Helena Eaton, London – Recommended 2026, UHNW Wealth Manager

To learn more about our approach or explore how we partner with multi‑generational families, please contact: info@bedrockgroup.com.

About the Spear’s 500 Index

The Spear’s 500 is an annual guide to the top private client advisers, wealth managers, lawyers and service providers working with high-net-worth and ultra-high-net-worth individuals. Compiled through research, peer review, and industry insight, the index highlights individuals who demonstrate excellence in their field, trusted relationships with clients, and a consistent track record of delivery.

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