Approach - Bedrock Group

We’re Entrepreneurs and
Investors, not Bankers

Founded in 2004 by three entrepreneurs, our set-up encourages the lateral thinking needed to devise cutting-edge strategies that turn financial capital into life-enhancing wealth.

Bespoke

Bespoke solutions that align with your vision.

We view wealth management as being broader than the management of financial capital: we strive to understand the purpose behind wealth to help you and your family achieve your shared financial and non-financial goals.

Connected

Purposefully positioned to be your partner.

We are entrepreneurs, not bankers. Partners and pathfinders. We are intrinsically international, with a global client base, a team of over 20 nationalities, and three offices situated in leading financial hubs.

Independent

Investments that support your future.

We place good governance at the heart of family dynamics, investment philosophy and business management. Both independent and bank agnostic, our set-up encourages the lateral thinking needed to turn financial capital into life-enhancing wealth.

Aligned

Our founders and their families invest alongside you.

Wealth is responsibility, and we take ours very seriously. We only recommend what we would do ourselves and often end up investing alongside our clients.

Principled

Our values are at the heart of everything we do.

Wealth holders and wealth managers can have a significant positive impact on the world. Responsible investing, CSR agenda, and the way we communicate with our clients are just a few ways our three core values come to life: