Welcome to Petiole

Private markets
made accessible

A Zurich-based asset management firm with a track record of managing $2 billion in alternative investments

Solutions - What We Do

Petiole is a boutique asset manager that provides investors diversified investment programs targeting direct and co-investment transactions. Our clients benefit from tailored alternative solutions, a rigorous investment process and a dedicated team specialized in private market investments.

01
Private markets
made accessible
You can build a diversified portfolio of direct and co-investments. In addition to your core portfolio, we offer you deal-by-deal opportunities.
02
Partner with top tier sponsors globally
Your portfolio of direct and co-investments will be invested alongside institutional quality sponsors vetted thoroughly in our investment process.
03
Digital Portfolio
Level Reporting
Why wait for the next physical meeting to know the status of your portfolio?
We provide updates digitally through our client app (provided by TFO).

Petiole Investment Programs

01
Capital Yield Program
With the general trend of all-time low interest rates, CYP enables you to access deals expected to generate a long-term and steady income stream. This program provides you with a diversified portfolio of select income-generating private investments with a target duration of 3 to 5 years.
CYP
02
Capital Growth Program
Opportunities for long-term capital appreciation have become more and more elusive, and require higher minimum to access. CGP offers you exposure to a diversified portfolio of growth assets in private investments with a target duration of 5 to 7 years.
CGP
03
Thematic Opportunities
Now and then, market dislocations and unique themes arise that offer attractive opportunities for investors. Petiole's Thematic Program leverage the research efforts and diligence of the global team and offer you the ability to invest in such dislocations.
Thematic

Investments - Our Approach

Our investment team identifies long-term investment trends and market dislocations, and searches for the best sponsors and partners to execute our strategy. We apply a disciplined approach to investing and we construct a portfolio that is diversified by vintage, asset class, sponsor, geography, and industry.

Preview of Latest Transactions

  • Lakehaven apartments
    Capital Yield
    Real Estate

    Project Lakehaven

    Petiole and Golub & Company have closed a joint venture acquisition of Lakehaven Apartments in Carol Stream, Illinois. The garden-style property’s 492 apartment homes are spread across 41 buildings with an average unit size of 868 square feet. Amenities include a clubhouse, resort-style pool, fitness room, and fenced dog park.
  • Software Development_Idera
    Capital Growth
    Private Equity

    Idera

    Petiole co-invested with Partners Group in the US$3 billion acquisition of Idera, a global B2B provider of software and database productivity tools supporting the digitalization thesis. As more enterprises invest in accelerating software development and innovation, demand for Idera’s products and services is expected to grow.
  • Capital Growth
    Private Equity

    Wella

    Petiole co-invested alongside KKR in its multibillion-dollar acquisition of Wella from parent company, Coty Inc. in November 2020. Wella is the second largest global player in professional hair and grooming products with headquarters in Darmstadt, Germany.
  • Capital Yield
    Private Debt

    The Edge

    Petiole co-invested together with The Carlyle Group in a loan to one of the most established developers in the U.S. and the sponsor of the iconic Hudson Yards development. The project is based in Manhattan’s West Side with retail space, restaurants and the highest sky deck in the Western Hemisphere.
  • Thematic
    Private Equity

    Chinatech

    Petiole invested alongside Skyview, a China technology fund founded by former Baidu executives and focused on late-stage 5G and Artificial Intelligence (AI) companies.
  • Capital Growth
    Real Estate

    Project Taka

    Petiole co-invested alongside Baring Private Equity Asia in an attractive real estate opportunity in a luxury residential development at the heart of Tokyo, a segment that is under-served and under-supplied.
  • Capital Yield
    Private Debt

    Vewd

    Petiole co-invested alongside Morgan Stanley in Vewd, the third largest TV-embedded software solutions provider in the world. The strength and sustained global growth of the smart TV industry place Vewd as a dominant market player in this space.
  • Capital Growth
    Private Equity

    Barry’s

    Petiole co-invested alongside North Castle Partners in Barry’s, a boutique fitness studio operator and lifestyle brand headquartered in West Hollywood, California.

The App

The Petiole Client App

Portfolio Performance Summary
Asset Level Reporting
Deal Updates
ASSET ALLOCATION
Market Insights

About Us

$2bn
assets under
management
PRI
Principles for Responsible Investment Signatory
Our commitment to doing business with a positive impact on the environment and society
4
Regulatory
Licenses
Switzerland (FINMA)
USA (SEC)
Hong Kong (SFC)
The Cayman Islands (CIMA)
17
Years Track
Record
in managing alternative investments
as part of The Family Office Co.
3
Investment Offices
Around The World
Zurich, New York, Hong Kong

Our Team

Board Members

Petiole has a deeply seasoned Board of Directors with collective experience in the Swiss financial industry of over 100 years. Our Board is actively engaged in shaping the strategy of the firm, maintaining industry-leading governance standards and guiding our management team to provide our clients with the best investment solutions.

Abdulmohsin Al Omran

Abdulmohsin Al Omran

NON-EXECUTIVE PRESIDENT

Holger Demuth

Holger Demuth

NON-EXECUTIVE VICE PRESIDENT

Massimo Calderan

Massimo Calderan

NON-EXECUTIVE MEMBER

Pierre Andre Genillard

Pierre Andre Genillard

NON-EXECUTIVE MEMBER

John Webley

John Webley

NON-EXECUTIVE MEMBER

Management & Investment Team

We are a team of 24 professionals in Hong Kong, New York and Zurich. We have been working together as part of The Family Office Co. BSC (c) and our track record in the alternative asset class is close to two decades. We have a professional, entrepreneurial and dynamic culture with one goal, solving your needs.

 Hani Abuali

Hani Abuali

CHIEF EXECUTIVE OFFICER

Petiole Asset Management AG

 Naji Nehme, CFA

Naji Nehme, CFA

CHIEF INVESTMENT OFFICER

Petiole Asset Management AG

 David Edman

David Edman

CHIEF OPERATING OFFICER

Petiole Asset Management AG

Paolo Trecarichi Bianco, CFA

HEAD OF RISK

Paolo Trecarichi Bianco, CFA

Petiole Asset Management AG

Jean-Dominique Ngankam, CAIA

HEAD OF LEGAL

Jean-Dominique Ngankam, CAIA

Petiole Asset Management AG

Latif Kigouk

DIRECTOR, INSTITUTIONAL SOLUTIONS

Latif Kigouk

Petiole Asset Management AG

Jon Hedley

MANAGING PARTNER, HEAD OF NEW YORK

Jon Hedley

Petiole USA Limited

Drago Kolev, CFA

MANAGING DIRECTOR

Drago Kolev, CFA

Petiole USA Limited

Philip Ng, FCPA, RIPC

MANAGING DIRECTOR

Philip Ng, FCPA, RIPC

Petiole Management (Hong Kong) Limited

John Jaskowiak, CFA

PRINCIPAL

John Jaskowiak, CFA

Petiole USA Limited

Bandar A. AlOmran

VICE PRESIDENT

Bandar A. AlOmran

Petiole Asset Management AG

Fabrice Zosso

VICE PRESIDENT

Fabrice Zosso

Petiole Asset Management AG

Ali Al Muzaini

VICE PRESIDENT

Ali Al Muzaini

Petiole USA Limited

Jessie Jiao

Vice President

Jessie Jiao

Petiole Management (Hong Kong) Limited

Sami Favre

ASSOCIATE

Sami Favre

Petiole USA Limited

Boris Cont

ANALYST

Boris Cont

Petiole Asset Management AG

Salman Al-Sulaiman

ANALYST

Salman Al-Sulaiman

Petiole USA Limited

Luke Persichetti

ANALYST

Luke Persichetti

Petiole USA Limited

Contact - Our Offices

Petiole Asset Management and its Affiliates

Petiole Asset Management AG

Authorized asset manager of collective investment schemes licensed and regulated by the Swiss Financial Market Supervisory Authority (FINMA)

Bahnhofstrasse 64
8001 Zurich
Switzerland
+41 41 552 5300

Petiole USA Limited

Registered as an investment adviser by the U.S. Securities
& Exchange Commission (SEC)

3 Columbus Circle, Suite 1201
New York, NY 10019
USA
+1 646 833 2386

Petiole Management (Hong Kong) Limited

Licensed and regulated by the Securities & Futures Commission (SFC)

Level 16, The Hong Kong Club
Building 3A, Chater Road
Central Hong Kong
+852 3798 2693