Who we are
Bedrock's investment expertise has been built upon years of experience in leading financial institutions alongside the management of prominent families' investment needs. Wanting to share our skills and service expectations with not only our own families, but those of others with similar needs, we were driven to set-up our own investment house in 2004. Given that starting businesses was within our families' DNA, we wanted to create something that became more than just a hub for exciting investment opportunities. It was at this point that Bedrock's journey began. Today, we manage other families' wealth alongside our own; providing each with the same level of care and attention that we ourselves would expect from an investment partner. Overtime our services have evolved out of our clients' complex needs, and due to this, they continue to be highly bespoke in nature.
PORTFOLIO MANAGEMENT
Investment management is our core speciality and we are dedicated to promoting environmental and social responsibility among the World's investors (UN PRI Signatory). We offer the full spectrum of mandates from discretionary to advisory and execution only mandates. Bedrock Group also has a great deal of experience in managing portfolios for international clients and for those who are resident non-domiciled in the UK.
SPECIAL INVESTMENTS
Our global network enables us to offer co-investment opportunities in private technology and real estate. We have secured pre-IPO investments in some of the world's best known private technology companies.
PRIVATE OFFICE
Handling all of our client's lifestyle needs and simplifying all their non-financial affairs. We assist with an array of matters from property management to the organisation of staff payrolls.
CONSOLIDATED REPORTING.
We offer the opportunity for clients to see all of their investments in one place, regardless of who manages them or where they are deposited, resulting in clear and comprehensive reports, along with NAV calculations.
What we do
With a cross section of mandates available at Bedrock Group, a wide and diverse investment universe is required.
Instrument selection decisions are taken at the Markets and Products Committee (MPC), which meets weekly. The MPC determines which products to include in, or remove from, the Bedrock Investment Universe (BIU) and how these products should be used across our mandates and models. The MPC includes all members of our Investment Office (IO), including our CIO, our Head of Advisory Solutions, and our dedicated Research team and Portfolio Management team. New investment ideas may be brought by any member of the IO for debate and discussion, but our CIO retains full discretion over all selection decisions.
Products that have been added to the BIU are actively monitored by the Research team who conduct ad hoc manager meetings and run a comprehensive full product review process. Our Portfolio Management team are responsible for managing client portfolios and tailoring them to specific client circumstances.
Primarily, we invest through third-party funds (both mutual funds and hedge funds), as well as through ETFs, and structured products. However, we may also invest in derivatives, commodities, and equity and fixed income securities. We are long-term investors, both at the asset class and instrument levels. But we can be tactical, use hedges as appropriate given market conditions, and actively manage currency risk via an overlay portfolio.
Strategic and tactical asset allocation decisions for our discretionary models are taken at the Bedrock Investment Committee (IC), which meets at least quarterly. The IC is comprised of our three Founding Partners (including our CIO), the Head of our Monaco Office, our Research and Portfolio Management Directors, and one other senior Research team member. Allocation decisions are discussed by the committee as a whole, but our CIO has ultimate responsibility and the final say over any and all investments.
We offer three types of discretionary models at Bedrock Group: core, focused, and bespoke. Core models reflect our house asset allocation views across different risk profiles, from capital preservation to growth. Focused models offer dedicated exposure to equities or fixed income on a single line basis. Bespoke models reflect an asset allocation unique to the client based on their risk-adjusted return expectations and/or specific investment interests.
Our advisory mandates are available on an instrument, portfolio, or consolidated portfolio level either ad hoc or on an ongoing basis.
