Marking its 20th anniversary, Bedrock Group has established itself as a leading multifamily office with notable investment portfolio management capabilities. With officesin London, Geneva, and Monaco, Bedrock offers independent, conflict-free advice, ensuring tailored solutions for ultra-high-net-worth individuals and families. Its multi-asset approach integrates alternative investments and sustainable strategies to preserve and grow wealth across generations, underpinned by a strong emphasis on innovation, transparency, and risk management.
Managing over $8.5bn in assets, Bedrock showcases its core investment capabilities through active portfolio management, strategic and tactical asset allocation, and close performance monitoring. With a globally unconstrained investment universe, Bedrock invests in any market to achieve clients' objectives. By leveraging both top-down and bottom-up approaches, Bedrock effectively sources and scrutinises investment opportunities. Adopting an endowment model approach provides diversified exposure to top public and private investments, with potential for outperformance due to illiquidity premium, pricing inefficiency, and manager value add.
Beyond portfolio management, Bedrock Group is dedicated to enhancing the client experience, by fostering deep relationships and empowering clients through knowledge transfer. These initiatives are seen as essential components in delivering award-winning portfolio management. The Female Principals Club connects women in significant leadership roles within their family offices, while the Meet the Manager Series shares insights from top fund managers into evolving market dynamics across asset classes. The Meet the Founder Series offers valuable insights into the entrepreneurial spirit and impactful ways founders use their resources to drive change. Bedrock also partners with academic institutions, co-hosting events with Madrid’s IE University’s Family Business Club and delivering guest lectures at Católica Lisbon School of Business and Economics, Regent’s University, and King’s College London. Additionally, Bedrock has developed a comprehensive Family Office Set-Up Guide, distilling 20 years of experience and best practices to help families set up and manage their wealth.