Today Bedrock has offices in London, Geneva, Zurich and Monaco and a team banque Forex 100 investment professionals who oversee the management of its client’s assets. In 2015, Bedrock was ranked 3rd in Europe and 25th globally in the Bloomberg Family office rankings.
Our clients are high net worth families, investment professionals, endowments, foundations and institutions. The investment solutions we tailor are bespoke whether you are an individual or an institution. What is common to both is that we offer a truly personal approach to meet often complex requirements. Bedrock’s commitment to excellence, its stability and the expertise of our partners reflect the robust process and consistent approach we apply to managing the diverse wealth and investments of our clients.
We measure our success through our clients’ portfolio performance, share of wallet, and growth of their assets. We are proud of our excellent reputation among our peers and outside the industry. We give independent advice, avoiding all conflicts of interest. We ensure personal and collective accountability. We expect nothing less than the best from our team of investment professionals. We always put our client first.
We assist others and are supportive of their endeavours and ideas. We acknowledge merit and offer constructive feedback. We always demonstrate empathy for colleagues and clients. We encourage individual development and are frank about our opinions. Subsequently, Maurice joined Union Bancaire Privée in Geneva as a senior member of management, in charge of several private banking divisions as well as the Family Office Operation. In 1993 he moved to the treasury department, where he co-managed – together with Ariel – the proprietary positions of the group’s European arm, Safra Republic Holdings, directly alongside the Chairman, Edmond J.
Prior to this, he worked for Republic National Bank of New York starting in NY in 1987 and moving to Monaco in 1989 until the HSBC takeover in 2000. At Republic he helped set up the equity and Bond trading desk and in the process developed friendships with Ariel, David and Sandy. Prior to this, Alex worked at Banque Safdie and Bank Leumi in Geneva and Tel Aviv, where he managed portfolios and advised high net worth private and corporate clients since 2001. Alex started his career as a specialist in foreign securities and options strategies in Israel. Prior to that, Roberto was the Director of the Multi Commercial Bank in the Brazilian head office of Brazil Safdié group in São Paulo. Roberto brings with him an extensive financial market experience acquired during the past 28 years during which he also worked at Safra Bank, São Paulo. Previously, he was a partner at Pinnacle Capital, a joint venture with Dekabank.