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 and Monaco and a team of 88 investment professionals who oversee the management of its client’s 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:
Mario started his career with Merrill Lynch in the USA and Rome. In Geneva, he worked for H.H. Karim Aga Khan as head of Italian industrial operations. He co-founded Geforin in 1982, pioneers in investments’ transparency and portfolio audit services. He remained its Managing Partner, for almost 40 years, till merging with Bedrock. A graduate from Rome, Temple and Stanford universities, he was also the international strategist for EPTA Fund in Milan (1987-1996). Today, Mario chairs Bedrock’s Advisory Board.
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 specialises in 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 partnered with Bedrock in 2013 to create a Fund to invest in iconic, blue-chip, private, internet-related companies. In 2018, he and his team created a sister fund to allocate capital to best-in-class venture GPs. Since launching Technology Opportunity Partners, Richard has had primary responsibility for deploying c. $500M of equity in the private tech space. Before joining 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 speciality pharmacy - MediService – which was acquired by Galenica. From 1990 to 1993 Richard worked in Zurich for McKinsey & Co. He graduated from Stanford University with B.A.’s in Economics, and History and an MA in International Policy Studies.
Since the start of his career, Piers’ activities have centred on corporate finance, governance, and advisory. After a successful career in banking, in 1987 he became an independent consultant and started servicing a range of leading international financial institutions. Piers deals with clients who are based across the globe, with active and past projects spanning five continents. As a result, he has diverse and extensive experience with both private and publicly traded companies; having focussed on family controlled businesses in particular. His engagements typically centre on providing strategic advice to help clients grow their businesses. The longer term nature of his engagements means he ultimately ends up helping his clients through Merger/Acquisition and the pursuit of other market liquidity strategies. He also represents a range of ultrahigh net worth families and assists them in managing/developing their directly owned businesses. On behalf of clients, he chairs philanthropic foundations. Additionally he acts as a mentor to a range of young entrepreneurs and is an investor in their businesses.
Victor Asser was the co-founder of the Telesis group in 1993, which soon became the leading independent investment banking business in Greece. Following the merger of Telesis Investment Bank and EFG Eurobank in 2002 , Victor was appointed Chief Executive Officer of EFG Eurobank Equities, and played a major role in the expansion of operations in the South East European region. Since September 2008, Victor has undertaken an advisory role and is also involved heavily in private equity investments. Victor holds a B.Sc. (Cum Laude) from the Technion-Israel Institute of Technology and an MBA degree in finance from the Tel Aviv 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.