Bedrock Group

Based in the UK, Bedrock Group specializes in independent financial advisory and investment solutions to high-net-worth individuals and institutional clients, with a strong focus on personalized wealth management and strategic investment planning. Founded in 2004 and headquartered in London, UK, Bedrock Group is focused on delivering tailored financial advisory services. The firm has not undergone notable pivots in business strategy and does not have publicly known subsidiaries. The founder's previous history is not disclosed, and the firm has engaged in one deal, with the most recent being on April 16, 2026.

Bedrock Group specializes in providing independent financial advisory and investment solutions, catering to high-net-worth individuals and institutional clients across various geographical markets, including Europe, the Middle East, and Asia. Their core offerings encompass wealth management, investment advisory, and strategic planning services, designed to assist clients in navigating complex investment landscapes and optimizing their asset allocation. The firm employs a tailored approach, ensuring that investment strategies align with clients' individual objectives and risk tolerances, serving a diverse clientele including private investors, family offices, and corporate entities. The revenue model of Bedrock Group is structured around service fees associated with wealth management and investment advisory services.

Clients typically engage with the firm through retainer agreements or performance-based fee structures, allowing for a flexible approach that aligns the firm's interests with those of its clients. Transactions involve initial consultations leading to comprehensive financial assessments followed by ongoing advisory services which include portfolio management and investment execution. The firm emphasizes transparency in its pricing, ensuring that clients are aware of all fees associated with the services rendered. In April 2026, CI Private Wealth, LLC, a portfolio company of Mubadala Capital, Abu Dhabi Investment Authority, Flexpoint Ford, State of Wisconsin Investment Board, Bain Capital, and Ares Management, agreed to acquire Bedrock Group.

The financial terms were not disclosed. This acquisition will enable CI Private Wealth, LLC to expand its global footprint by integrating a leading European multi-family office and strengthening its wealth management presence across Europe.