Finance Monthly Global Awards 2022 Switzerland 60 www.finance-monthly.com AboutMauriceEphrati Maurice was a practicing business lawyer in Geneva before going on to become a director at an international commodities trading company. 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. From 2000 to 2004, Maurice served on the Private Banking Executive Board of Banque Privée Edmond de Rothschild in Geneva. Maurice graduated with honours from law school in 1988 and passed the Bar exam with honours in 1990. He has also completed programs in Finance at INSEAD in 1994, and in Financial Asset Management & Engineering (FAME) at HEC, Lausanne in 1997. About BedrockGroup Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi founded Bedrock in 2004; the ambition was to create one of the first independent investment boutiques providing global investment and advisory capabilities. Today Bedrock has offices in London, Geneva and Monaco and a team of 88 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. Bedrock’s mission is: • To offer independent advice and privileged investment solutions • To deliver outstanding service and results for our clients • To protect and grow our private clients’ wealth for both current and future generations • To ensure our institutional clients achieve their financial goals 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. CORE VALUES Our core values are at the heart of everything we do: Dedicated to our people – We develop relationships to enhance the lives of our people; whether they are clients, employees, business partners, or the wider communities in which we work Driven to deliver – We are proud of our efforts in every aspect of our business; from the experiences we create to the problems we manage to solve. Authentic approach to business – We are accountable for delivering on our commitments, and are known for doing so in a candid way; this approach strengthens our network day-by-day. Managing Partner &Co-Founder | BedrockGroup Maurice Ephrati Bedrock Group Tel: 41 22 592 54 55 Email: info@bedrockgroup.ch Website www.bedrockgroup.com Maurice Ephrati Asset Management Leader of the Year
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