Welcome to Petiole

Private Markets
Made Accessible

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

  • The Petiole eBooklet

    Does your portfolio reflect your goal?

    Take an alternative view on private markets and see how they can add alpha to your portfolio with lower volatility.

  • Investment expertise meets innovation:
    The Petiole App

    Access private market transactions with top-tier sponsors.

  • Petiole PRI signatory

    Petiole is a PRI Signatory

    We believe that responsible investing is not an option: it’s an imperative.

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

  • Mediawan & Leonine Studios
    Capital Growth
    Private Equity

    Mediawan & Leonine Studios

    Petiole co-invested alongside KKR in the creation of a leading media content platform in Europe with 1Billion+ in revenues. The combination of Leonine (Germany) and Mediawan (France) will form a powerhouse in a highly fragmented market and where demand has continued to rise post-Covid.
  • Australia real estate
    Thematic
    Real Estate

    CLIP III

    Credit Low-Duration Income Portfolio III is a unique investment opportunity identified by Petiole in Australian real estate credit that offers investors attractive income-generating returns at relatively low risk. This transaction involves providing senior secured loans to top-quality real estate developers that generate annual cash-paying returns.
  • 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.
  • 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.

The App

The Petiole App

The Petiole App - Digital Investment Tool
holistic portfolio view
Transparent reporting
Exclusive invitations to opportunities
Convenient link to our expert team
Deep 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 of
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 20 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

Julia Holzgreve

Head of Client Strategy

Julia Holzgreve

Petiole Asset Management AG

Mercedes Nieto

Head of Legal

Mercedes Nieto

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. Al Omran

VICE PRESIDENT

Bandar A. Al Omran

Petiole Asset Management AG

Fabrice Zosso

VICE PRESIDENT

Fabrice Zosso

Petiole Asset Management AG

Jessie Jiao

Vice President

Jessie Jiao

Petiole Management (Hong Kong) Limited

Sami Favre, CFA

VICE PRESIDENT

Sami Favre, CFA

Petiole USA Limited

Boris Cont

ASSOCIATE

Boris Cont

Petiole Asset Management AG

Luke Persichetti

ASSOCIATE

Luke Persichetti

Petiole USA Limited

Constantin Wagner

Analyst

Constantin Wagner

Petiole Asset Management AG

Karma Istanbouli

Analyst

Karma Istanbouli

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