Bedrock Group

What Bedrock Group does

Bedrock Group is an independent multi-family office founded in 2004 in Geneva by three entrepreneurs (Ariel Arazi, David Joory, and Maurice Ephrati) who previously worked together at Republic National Bank of New York and the Safra Family Office. The firm serves ultra-high-net-worth individuals, multi-generational families, and single family offices across Europe, with regulated entities in Switzerland (Bedrock SA, authorized by FINMA), the United Kingdom (Bedrock Asset Management (UK) Ltd, FCA), and Monaco (Bedrock Monaco SAM, CCAF), plus Lisbon operations. As of April 2026, Bedrock manages CHF 8.4 billion (~$10.7B) in client assets with 70+ professionals across 18+ nationalities, serving clients from 46+ nationalities across three generations.

The firm's core offering is organized into four pillars: Investment Management (bespoke portfolio construction, outsourced CIO services, and consolidated cross-custodian reporting through a 24/7 client portal); Private Markets (access to institutional-quality PE/credit via TOP partnership since 2014, with TOP managing over $1B and providing pre-IPO blue-chip tech via TOP Direct and premier VC funds via TOP VC); Real Estate through Bedrock Real Estate (Core+ Offices, Multi-Family Rentals, Big Box Logistics); and Family Office Services spanning succession planning, family governance, strategic philanthropy, next-generation development, fiduciary services, employment management, and lifestyle services. The underlying technology is an integrated wealth management platform with consolidated reporting across 80+ custodian partners, rather than a proprietary AI or analytics stack.

Bedrock operates a bank-agnostic, direct advisory model where senior partners manage client relationships personally, with revenue generated from recurring wealth management and advisory fees on AUM. Pricing is not publicly disclosed and is quote-based, tailored to client complexity. Distribution is exclusively through offices in Geneva, London, Monaco, and Lisbon via referral networks, thought leadership (Perspectives content platform), and industry recognition (Spear's 500, Swiss Winner Awards, Alpha Edge 2026). In April 2026, Corient, the largest U.S. integrated wealth manager, announced its acquisition of Bedrock as part of a broader European expansion expected to deliver ~$468B in combined managed assets; the deal is subject to regulatory approval, with Bedrock principals set to join Corient as partners under its private partnership model.

Name

Bedrock Group

Legal name

Bedrock Group

Website

https://www.bedrockgroup.com

Company type

Private

Founded year

2004

Operating status

Acquired

Headcount range

11–50 employees

Short description

Bedrock Group is an independent multi-family office managing CHF 8.4 billion (~$10.7B) in assets for ultra-high-net-worth individuals, families, and institutions across Geneva, London, Monaco, and Lisbon. Founded in 2004, it offers investment management, private market access, real estate, and integrated family office services.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management and Advisory Fees: Bedrock Group generates revenue through comprehensive wealth management and advisory services for ultra-high-net-worth individuals, families, and institutions. Services include investment management, family office services, and access to private market investments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Bedrock Group is an independent multi-family office offering bespoke investment management, access to private markets, real estate investments, and comprehensive family office services to ultra-high-net-worth individuals, families, and institutions. Core offerings span portfolio construction across public and private markets, outsourced CIO services, consolidated 24/7 reporting, exclusive pre-IPO tech investments via its Top Venture partnership, and full-spectrum family office support covering governance, succession, philanthropy, fiduciary, and lifestyle needs.

Product overview

Bedrock Group is an award-winning independent multi-family office offering integrated wealth and investment services to ultra-high-net-worth individuals, families, and institutions. The firm operates four core service pillars: Investment Management (encompassing bespoke portfolio construction, outsourced CIO, consolidated reporting, and access to a Private Markets Program across multiple strategies); Private Tech Investments (delivered through a partnership with Top Venture, offering access to pre-IPO tech companies and premier VC funds via TOP Direct and TOP VC); Real Estate Investments (through Bedrock Real Estate, targeting Core+ Offices, Multi-Family Rentals, and Big Box Logistics); and Family Office Services (including Succession Planning, Family Governance, Strategic Philanthropy, Next Generation Development, Fiduciary Services, Employment Management, Lifestyle Management, and Non-Financial Asset Services). The firm manages CHF 7 billion in assets under management and maintains a network of over 80 custodian partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Bespoke investment management covering both public and private markets, including tailored investment strategies, outsourced CIO services for family offices, consolidated reporting, and preferential terms through a network of over 80 custodian partners. Targeted at ultra-high-net-worth individuals, families, and institutions.
• Private Markets Program Access to best-in-class managers and opportunities across multiple private market strategies, enabling clients to invest in institutional-quality private equity, private credit, and alternative investments. For ultra-high-net-worth families and family offices seeking diversification.
• Private Tech Investments (TOP) Private technology investment services delivered through a partnership with Top Venture (TOP), offering access to pre-IPO blue-chip tech companies and premier venture capital funds via TOP Direct (deal-by-deal co-investment) and TOP VC (allocations to access-constrained VC funds in the US and Europe). For clients seeking exposure to private tech opportunities.
• Real Estate Investments (Bedrock Real Estate) Real estate investment services through Bedrock Real Estate (BRE), focused on acquiring desirable assets in key locations supporting living and working themes. Includes Core+ Offices (prime city-center office properties with value-add potential), Multi-Family Rentals (co-investment with experienced management teams in residential rental), and Big Box Logistics (prime income-producing logistics assets in core locations). For ultra-high-net-worth families seeking direct real estate exposure.
• Family Office Services Comprehensive family office services addressing financial and non-financial wealth goals, including succession planning (roadmaps for next-generation asset ownership), family governance (tools and forums for family-asset interaction), strategic philanthropy (alignment between family values and charitable giving), next-generation development (programs for next-gen family members), fiduciary services (accounting, legal, trust matters), employment management (household and auxiliary staff), lifestyle management, and non-financial asset services (art collections, property maintenance). For ultra-high-net-worth families seeking integrated support beyond investment management.
• Outsourced CIO Investment office services for family offices seeking institutional-level support, providing investment expertise, cost savings, flexibility, and risk management. Functions as an extension of the client's investment team.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators11 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Stonehage Fleming: Leading international multi-family office headquartered in London with offices across Jersey, Geneva, and South Africa. Also acquired by Corient (announced 2025), Stonehage Fleming is Bedrock's closest twin: entrepreneur-led, multi-generational UHNW focus, cross-border wealth structuring, and integrated investment management with a strong private markets franchise.
• Stanhope Capital Group: London-headquartered multi-family office serving UHNW families and foundations with investment advisory, OCIO, and private markets access. Acquired by Corient (announced 2025), placing it in the same consolidation wave as Bedrock, with overlapping clientele and a comparable boutique wealth model.
• Sandaire: London-based multi-family office sold to Schroders in 2020, founded by the same family that placed Kydd Boyle on Bedrock's advisory board. Highly comparable in proposition (independence, multi-generational UHNW focus, integrated private and public market investing) and serves as a recent precedent for MFO consolidation dynamics Bedrock is now navigating.
• Saranac Partners: London-based boutique multi-family office serving UHNW families with investment advisory, fiduciary, and family governance services. Directly comparable in scale, location, and target client; former employer of Bedrock's Director of Wealth Management.
• Pitcairn: US-headquartered multi-family office serving single-family offices and UHNW families with multi-generational wealth strategies. Comparable in independent MFO model and holistic wealth services, though focused on US-headquartered families; relevant benchmark for integrated family office capabilities.

Broad incumbents

• Pictet Wealth Management: Swiss private banking and wealth management arm of the Pictet Group with deep global footprint, asset allocation, and private markets capabilities. Competes with Bedrock for UHNW mandates in Geneva and London while also serving as a custodian partner and prior employer of several Bedrock team members.
• Union Bancaire Privée (UBP): Geneva-headquartered Swiss private bank offering wealth management, asset management, and family office services to UHNW clients. Direct overlap with Bedrock in Geneva private banking, and former employer of Bedrock's founders and several partners.
• HSBC Private Bank: Global private bank with strong Monaco presence and significant UHNW franchise across Europe and MENA. Several Bedrock partners previously led regional teams at HSBC Private Bank Monaco, and HSBC is both a competitor for UHNW mandates and a referral source within Bedrock's professional network.
• BNP Paribas Wealth Management: Major European private bank with deep UHNW, family office, and institutional capabilities across Europe, MENA, and Asia. Comparable due to overlapping cross-border wealth management offering, and prior employer of Bedrock's Senior VP Wealth Management.

Regional players

• Banque Pictet et Cie: Swiss-headquartered custodian and wealth manager with deep private banking relationships in Geneva. Comparable due to overlapping client base and private banking pedigree; extends beyond Bedrock's footprint into broader institutional asset management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Bedrock_Group
• LinkedInlinkedin.com/company/bedrock-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bedrock Group