Bedrock Group: Best Investment Portfolio Manager United Kingdom 2019
The Bedrock Group is the brainchild of three very old friends with years of shared experience in the financial sector. The firm was founded in 2004 with the goal of providing a more holistic approach to investing. Relationships anchored in customised services and sound ethical practices form its foundations, and the group has grown through successful strategies and word-of-mouth referrals. The firm serves ultra-high-net-worth families, investment professionals, endowments, foundations, and institutions worldwide via its Geneva headquarters and offices in London and Monaco. It has maintained a sense of comradery and mutual respect that gives clients confidence and stability, fostering a strong team spirit. Open communication encourages team members to formulate innovative solutions to cater for clients’ sometimes complex needs. The firm hires and retains top talent, and prides itself on its by-the-book policies and principles. The founders and investment advisors at Bedrock have an active interest, investing personal resources along with customer capital. This has earned the group a reputation for keen risk-assessment and exemplary asset management. In an evolving financial environment with constantly changing regulations, families rely on Bedrock’s unbiased financial advice and commitment to preserve and grow their wealth. The CFI.co judging panel acknowledges Bedrock’s consistent efforts to present clients with original investment opportunities — including its own private equity tech funds — its dogged pursuit of investment objectives, and meticulous attention to detail. The judges had no hesitation in declaring the Bedrock Group winner of the 2019 award for Best Investment Portfolio Manager (United Kingdom).
