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Adviser dossier · Wealth managers & private bankers

Maurice Ephrati

Co-founder & Partner, Bedrock Group
Independent Switzerland
1
Distinction listed
30
years in current expertise
Profile

Maurice Ephrati is managing partner and a founder of Bedrock Group, which he co-founded in 2004 in Geneva alongside two other investment specialists to address challenges he had experienced as a wealth management client. He holds a law degree and has completed advanced finance studies at INSEAD and HEC Lausanne. Before founding Bedrock, he held senior roles at Union Bancaire Privée and served on the board of Banque Privée Edmond de Rothschild.

He advises UHNW families and family offices on multi-jurisdictional wealth management, with an approach emphasising bespoke strategies across public and private markets. His focus areas include family office governance, philanthropy advising, wealth transfer to the next generation, and private equity and tech investment. He is recognised as Top Recommended 2026 in the UHNW Wealth Managers category of the Spear's 500.

Specialisms
Alternative investmentsLiquidity events & pre-IPO
Recognition
Spear's 500 Wealth Managers Switzerland Index 2026 (also cited in UHNW Index 2026) — Top Recommended View source ↗