Founded in 2004, Bedrock is a global investment and advisory group with headquarters in Geneva and fully regulated offices in London and Monaco. It aims to simplify clients’ lives, serving as the single point of contact for all their banking and investment needs. Bedrock tailors solutions for high-net-worth families, investment professionals, endowments, foundations and institutions. It offers objective, actionable advisory and customises privileged investment solutions according to individual client needs. It has achieved economies of scale that ensure competitive fees on institutional banking costs and share classes. The firm deploys a global team of 80 specialists and its strategic foresight protected clients’ capital throughout the early volatility of the Covid crisis. Its early picks in tech and biotech have been some of the portfolio’s strongest performers in the past year. Bedrock credits its impressive portfolio performance to a dedicated team, strong diversification and proactive asset management. The firm promises outstanding service and personal commitment. Clients have direct access to the firm’s founding partners in addition to the investment team. They pull together to achieve clients’ financial objectives, and work to preserve and propagate wealth for future generations. Bedrock publishes a bi-weekly newsletter with the most relevant, market-affecting events and well-researched facts. The CFI.co judging panel presents Bedrock Group with the 2020 award for Best Investment Portfolio Manager (UK).
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