Multi-family office, Bedrock, promotes two to partnership

Date: 24 Nov 2023

Karen Jones

Bedrock Group (Bedrock), the award-winning multi-family office based in London, Geneva and Monaco announces two new partners.

Bedrock Group, the independent multi-family office spanning London, Geneva and Monaco, has made a bold move, promoting two rising stars to partner and signalling its next chapter of growth, innovation and client-service excellence. With the promotions of Raquel Santos Silva and Carlota van de Koppel, Bedrock strengthens its leadership bench and doubles down on private-market access, next-gen family governance and ultra-HNW client service. This is more than a talent update, it’s a statement about how a boutique firm wins in a world of scale.

Carlota van de Koppel and Raquel Santos Silva are promoted, bringing the total number of partners to 10.

Raquel Santos Silva joined Bedrock’s Wealth Management division in 2021 as Director, responsible for Ultra High Net Worth clients in the UK and Portugal. She began her career in investment banking at Morgan Stanley and then Santander before earning an MBA from Columbia University. Prior to Bedrock, she worked for more than 12 years in wealth management at Goldman Sachs and Pictet in London. Beyond Bedrock, Raquel is guest lecturer at both Universidade Católica Portuguesa and INSEAD.

Carlota van de Koppel joined Bedrock in 2016 and is now Chief Operating Officer of the Group. Prior to Bedrock, she led an online entrepreneurial venture in Madrid as well as working within the consulting and finance sectors in New York and London.

Private Markets, Real Estate & Family Office Services at Bedrock

Co-founded by managing partners, Ariel Arazi, Maurice Ephrati and David Joory in 2004, Bedrock Group is a privately owned multi-family office focusing on four core wealth management service pillars: Investment management, Private Market Investments, Real Estate Investments, Family Office Services. The business has a global client base and CHF 7 billion in assets under management, looked after by its 70 employees. It benefits from a broad and robust network, giving access to exclusive investment opportunities, thought leaders, and a range of professional services providers, from custodian banks and trustees to lawyers. Bedrock has a 1:1 team gender ratio.

Maurice Ephrati, managing partner, Bedrock Group said: “Since joining Bedrock in 2021, Raquel Santos Silva, our newest partner in the Wealth Management division, has been a driving force behind our expanding client base. She has advised affluent families and entrepreneurs in the development of sustainable asset allocation strategies, for both public and private investments. Her expertise has already helped us to strengthen our private markets offering and continues to elevate our asset allocation offering. Her unwavering commitment to our clients and the deep understanding of their needs enable her to significantly impact our wealth management business.”

“At 30 years old, Carlota has already imprinted her dynamic leadership as Chief Operating Officer onto the core of our business, pushing boundaries and expanding Bedrock’s capabilities. Carlota’s strategic foresight and ability to navigate complex operational requirements have enabled us to go from strength to strength over the last seven years. With her visionary guidance, the non-financial needs of our clients are today better supported through comprehensive family governance services and a development program to support the next generation of wealth holders.”

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