Bedrock has been named Best Private Investment Office / Multi-Family Office in Switzerland at the 2026 WealthBriefing Swiss Awards, recognising the firm’s independent, bespoke, and fully integrated approach to multi-generational wealth management. The award places Bedrock among a select group of firms recognised for excellence, innovation, and long-term client stewardship in Swiss wealth management.
Commenting on the award, David Joory, Managing Partner, said:
“Being recognised in Switzerland — our home and the world’s centre of private wealth — is deeply meaningful. When we founded the firm in Geneva in 2004, we did so with a shared entrepreneurial vision and a commitment to independence and integrity. Those Swiss roots have shaped our culture from day one, and they continue to guide our long‑term strategy and the way we support families across generations.”
Bedrock’s approach is built on true independence and a long-term partnership designed to support families across generations. Our role extends well beyond traditional investment management, acting as the architect of clients’ total wealth and helping them navigate the full complexity of their financial and non-financial world.
We apply a holistic lens to wealth, advising on how assets are structured, owned, protected, and governed. Our 360‑degree offering integrates investment management, private‑market access, consolidated reporting, succession planning, philanthropy, and family governance. Alongside these, we provide private‑office services such as accounting, art advisory, and lifestyle management. Together, these capabilities deliver tailored, multidimensional solutions aligned with each family’s long-term vision.
Ariel Arazi, Managing Partner, describes the ethos that drives our work:
“What sets Bedrock apart is the deeply personal way we work with families. Every solution is bespoke. Our multidisciplinary teams across London, Geneva, and Monaco work as one, bringing together investment specialists, private‑office professionals, governance advisors, and real‑estate and private‑markets experts to create a single, integrated view of each family’s world and ensure every decision is aligned to their shared purpose and long‑term vision.”
This philosophy translates directly into how we build portfolios. Rather than relying on standardised models, we design institutional‑quality strategies that combine public and private markets in ways traditional managers rarely achieve. Drawing on an endowment‑style discipline, we balance liquidity with carefully selected illiquid opportunities to create portfolios that are resilient, forward‑looking, and firmly aligned with long‑term objectives.
A defining strength of Bedrock — and central to why we stand out as a leading multi‑family office — is our ability to connect families to a global ecosystem that amplifies both opportunity and insight. Over the past two decades, we have built a far‑reaching network of entrepreneurs, investors, philanthropists, fund managers, and strategic partners. This ecosystem allows us to draw on an exceptional breadth of knowledge and assemble the right expertise for every dimension of a family’s wealth and long‑term vision. It also opens doors that are typically closed to private clients, providing access to unique opportunities and perspectives that elevate decision‑making.
Our long‑standing collaboration with TOP Venture is a clear example. Through this relationship, families gain access to invitation‑only private‑market opportunities traditionally reserved for institutions. This includes highly curated pre‑IPO technology investments, top-tier venture funds, and exposure to founders and companies shaping the next era of innovation. This partnership has placed our clients at the table for several notable technology exits in recent years — a level of access rarely available to family offices operating independently.
Our commitment also extends to empowering the next generation. Initiatives such as our Female Principals Series create platforms for women leading their families’ wealth to connect, share expertise, and engage in meaningful dialogue on governance, entrepreneurship, investment strategy and legacy. These conversations — which often do not occur in traditional wealth‑management settings — build community, confidence, and strategic clarity among the next generation of decision‑makers.
Looking ahead, this award motivates us to keep raising the bar for our clients by deepening partnerships, expanding capabilities, unlocking new opportunities, and strengthening our services. Our goal is to ensure clients continue to benefit from the highest standards of expertise and care.
Reflecting on the firm’s achievement, Maurice Ephrati, Managing Partner, Bedrock Group, said:
“We are honoured to receive this prestigious award. It reflects the dedication of our teams and their unwavering commitment to acting in the best interests of the families we serve — delivering thoughtful advice, innovative solutions, and long-term value as we help clients preserve, manage, and grow their wealth. This recognition reinforces the strength of our vision and strategy.”
If you would like to learn more about our approach or explore how we partner with multi‑generational families around the world, please don’t hesitate to reach out to our team: info@bedrockgroup.com.
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