We are known for our unique approach to investment. It is an approach that employs in-depth research, rigorous risk management controls and the leading investment ideas – and the foremost managers – in the market.

We provide multi-asset investment solutions for high net worth families and offer a comprehensive range of services to address the complex financial challenges of our clients. Our team has a breadth of experience and depth of expertise which stems from working together for over 20 years.

We adapt our services to meet clients’ individual needs – whether they are looking for discretionary management, advisory solutions, pooled vehicles, or a combination of all three.

Portfolio Management

Intrinsic to our Portfolio Management Service is the construction and management of bespoke investment programmes. This service includes discretionary management and advisory mandates.

Our dedicated team of professionals in the Investment Office conducts independent, propietary research and rigorous due diligence to consistently identify best-in-class managers and novel investment opportunities.

Special Investments

Our broad network and deep expertise across different asset classes and disciplines allows us to offer our clients privileged investment opportunities and interesting niche strategies such as:

Co-investments We source direct investment opportunities and offer them to our clients as club deals or co-investments.

Alternative Credit We seek out novel means to generate income from lending. An example of this effort is the platform we set up to allow our clients to access peer-to-peer lending and other new forms of income generation.

Real Estate We leverage on our global network of expert investment professionals to access special situations and undervalued opportunities.

PRIVATE TECH INVESTMENTS The unique strengths of our team ensures that we can source, evaluate, and execute on some of the most exciting tech deals prior to them going public.


Monitoring and reporting investments is an integral part of any wealth manager. We consolidate all assets and liabilities into a single customised Bedrock report providing a 360 degree view of our clients’ entire wealth.

Our reports clearly show:

NAV (Net asset values) calculations and valuation of unlisted assets can be provided on a daily, weekly or monthly basis.

In addition to reporting assets, we provide full reports on banking costs, and on our ongoing monitoring and optimisation activities.

Asset Management

We offer investment funds to serve selective private and institutional investors.

They enable investors to access leading managers, and strategies that would normally be out of reach. This is always driven initially by the needs of our discretionary management clients.

The funds are typically managed by third-party managers - each one a specialist in a particular field and each with a unique blend of experiences that can create value in all market conditions. They feature some shared aims: relatively high and stable income streams, high levels of transparency, strong downside protection, and diversification of risk sources.

Over the years, Bedrock has developed a number of specialized funds. These funds distinguish themselves from the respective offerings at large banks and point to Bedrock's deep network, privileged access and unique expertise in the areas of Technology, Direct Lending, and Credit.

Bedrock Funds

Private Office

We offer a comprehensive service for supporting our clients’ non-investment financial needs. We have built impressive in-house experience in areas such as personal accounting and property management and we have hand-picked a network of specialist experts for when additional support is required.

Latest News

29 April 2021

Citywire asks Bedrock’s Head of Fixed Income where they see opportunities in the fixed income sector and how they go about selecting the bond funds they invest in.  Read more on page 34 here....

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25 April 2021

Maurice Ephrati and David Joory of Bedrock talk tailor-made solutions and being there for clients with Citywire Switzerland. Read more here....

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6 November 2018

Co-director of Bedrock’s investment office, Marine D’Hartoy, discusses what is scaring her the most in the investment world on the eve of Halloween. Read more here....

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