Among the topics discussed in the interview was the importance of finding a partner that aligns with Bedrock’s long-term philosophy and client-focused approach. Speaking to Allnews.ch, Maurice Ephrati explained:
“Our primary motivation was to secure a long‑term strategic partner that shares Bedrock’s culture of independence, client alignment, and investment discipline, while giving us access to broader global capabilities. Corient allows us to combine entrepreneurial spirit and proximity to clients with greater scale, depth of expertise, and international reach.”
What this means in practice
The conversation highlighted a number of areas that are expected to benefit the families that we work with, including:
1. Greater scale and global reach
One of the themes discussed was the increasing importance of global scale and international capabilities in supporting families with increasingly cross-border needs. Through the partnership with Corient, Bedrock clients will benefit from enhanced global research, broader investment resources, and deeper expertise across key international markets..
2. Enhanced access to private and alternative markets
The interview also touched on the growing importance of access to a wider and more sophisticated range of investment opportunities. This includes providing clients broader exposure to private equity, private credit, real assets, and enhanced portfolio construction capabilities.
3. Preserving what matters most to clients
Another key focus of the discussion was the importance of preserving the qualities that define Bedrock’s approach – our entrepreneurial mindset, close client relationships, and disciplined investment philosophy. This ensures that the families we serve continue to benefit from the same level of alignment, continuity, and trusted relationships.
4. Personalised advice remains at the core
The interview further reinforced that the way we serve our clients will remain unchanged. Personalised advice continues to sit at the heart of our approach, ensuring that every solution is tailored to the unique needs, objectives, and ambitions of each family.
As Maurice Ephrati noted in the interview with Allnews.ch:
“Personalised advice remains at the heart of our model. Client relationships will continue to be managed locally, with a high degree of customisation. Corient’s partnership model is designed to reinforce this, not dilute it.”
A shared vision for the future
The interview also reflected on the broader industry environment, including the growing operational, regulatory, and technological demands facing wealth management firms globally.
Against this backdrop, scale and strategic partnerships are becoming increasingly important in ensuring firms remain resilient and well positioned for the future.
Reflecting on this strategic direction, Maurice Ephrati told Allnews.ch:
“Bedrock has managed this environment well so far, but joining Corient allows us to further strengthen our offering on a sustainable basis. It is a strategic and forward looking decision.”
To explore the full conversation with Maurice Ephrati, read the original interview here. If you have any questions, please do not hesitate to get in contact with us: info@bedrockgroup.com
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