Welcome to Petiole

Private markets
made accessible

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

Services - 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).

Milestones - Our Achievements

$2bn
assets under
management
4
Investment Offices
Around The World
Zurich, New York, Hong Kong
London
5
Regulatory
Licenses
The Cayman Islands (CIMA),
Hong Kong (SFC),
Switzerland (FINMA),
the U.K. (FCA), the U.S. (SEC)
17
Years Track
Record
in managing alternative investments
as part of The Family Office Co.

Petiole turns 1

On 1 August 2019, Petiole received its license as an asset manager of collective investment schemes from the Swiss Financial Market Supervisory Authority (FINMA).

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.

Case Study 1

Barry's Studio

A private equity co-investment with North Castle Partners in Barry’s, a boutique fitness studio operator and lifestyle brand headquartered in West Hollywood, California.

Case Study 2

Tokyo Living

A real estate co-investment with Baring Private Equity Asia Real Estate in a luxury residential development in Tokyo, Japan.

Case Study 3

Pause. Play.

A private debt co-investment alongside Morgan Stanley in Vewd, the third largest TV embedded software solutions provider in the world.

Team - Who We Are

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, London, 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

Philipp Schneider

Head of Distribution, DACH

Philipp Schneider

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

Chris Lord

PRINCIPAL

Chris Lord

Petiole USA 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 Management (UK) LLP

Licensed and regulated by the Financial Conduct Authority (FCA)

23 Berkeley Sq., Mayfair
London W1J 6HE
United Kingdom
+44 207 665 6933

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
United States of America
+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