Bedrock SA

Overview

The firm describes its client base as global and its team as representing over 20 nationalities across three financial centre offices.² It presents services for individuals, families and institutions.³ Bedrock states that it operates independently and without allegiance to a particular bank.²

History

Bedrock traces its investment and advisory work to 2004.¹ According to the firm, three entrepreneurs established it that year.² Its private technology work expanded in 2014 through a partnership with Top Venture, known as TOP.³ A 2017 Pillar 3 disclosure listed Bedrock SA, Bedrock Advisors SA, Bedrock Realtime SA, BRT SA UK and Bedrock Monaco SAM as subsidiaries of Bedrock Holdings SA.⁶ The disclosure grouped the business into wealth management, alternative asset management, fund management, and operational and reporting support for selected private and institutional clients.⁶

On 16 April 2026, Bedrock announced an agreement to join Corient, subject to stated conditions and regulatory approvals.⁵ The proposed combination was described as including traditional and alternative investment management, private asset strategies and family office services.⁵

Timeline

1. 2004Bedrock traces its investment and advisory work to 2004.
2. 2014Its private technology work expanded in 2014 through a partnership with Top Venture, known as TOP.
3. 2017A 2017 Pillar 3 disclosure listed Bedrock SA, Bedrock Advisors SA, Bedrock Realtime SA, BRT SA UK and Bedrock Monaco SAM as subsidiaries of Bedrock Holdings SA.
4. 2026On 16 April 2026, Bedrock announced an agreement to join Corient, subject to stated conditions and regulatory approvals.

Leadership

Ariel Arazi and David Joory are listed as Managing Partners.⁴ Joory’s biography records previous work with Republic National Bank of New York, Safra Republic Holdings and the Safra Family Office in Geneva.⁴ Maurice Ephrati is identified as a Managing Partner in the 2026 Corient announcement.⁵

Services

Bedrock describes investment management as covering public and private market opportunities, due diligence and investment strategies prepared around client needs.³ Its listed offerings include a Private Markets Program, Outsourced CIO and Consolidated Reporting.³ The Outsourced CIO service is aimed at clients with an existing investment office and those seeking institutional level support.³

The firm works with a network exceeding 80 custodian partners.³ Its reporting may bring together portfolios managed by Bedrock and holdings managed elsewhere, with access through a client portal.³ Bedrock also coordinates with custodian banks, trustees, lawyers and other professional service providers.¹

Bedrock describes TOP as managing more than $1 billion in pre IPO technology companies and venture funds.³ Its private technology offerings are TOP Direct and TOP VC.³ Bedrock Real Estate is presented as an entrepreneurial real estate team.³ Its published themes include Core+ Offices, Multi Family Rentals and Big Box Logistics.³

Family office work covers governance, philanthropy, succession planning and development for the next generation.³ Other areas include fiduciary matters, employment management, lifestyle management and non financial assets.³

What the firm offers

• Investment management
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client focus

Bedrock identifies families and institutions as its core clients and also names individuals on its services pages.¹³ The firm states that its founders and their families invest alongside clients.²

Investment philosophy and approach

Bedrock says its approach is led by entrepreneurs and investors rather than bankers.² It also describes the business as independent and bank agnostic.² The firm highlights a commitment to delivering results, supporting its people and conducting business authentically.² It says responsible investing and corporate social responsibility form part of its activities.²

FAQs

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Sources

1. accessed 2026-10-23
2. accessed 2026-10-23
3. accessed 2026-10-23
4. accessed 2026-10-23
5. accessed 2026-10-23
6. accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.