We Make
Private Equity
Private Debt
Real Estate
Thematic Investing
Accessible to You
Why Petiole
Reap the benefits of diversifying in private markets
As a boutique asset manager, we capitalize on our expertise and international partners to build you a robust diversified portfolio, in exclusive private market opportunities, capable of outperforming public markets.
Our Investment Solutions
We offer professional clients four investment programs, curated to ensure optimal diversification and returns based on the investors’ profile. Investors have the possibility to choose between 5, 10 or 20 upcoming investment deals to be part of their program, depending on how diversified they want their investment strategy to be. Asset classes include private equity, real estate, private debt and more, which are carefully selected through our stringent due diligence process.
Our investment professionals, enjoying decades of experience in private markets, go the extra-mile so you don’t have to. They ensure our programs meet your appetite for growth, liquidity and risk.
Capital Growth Program
This growth-oriented solution, targeting a minimum capital appreciation of 12% to 15% annually, is a direct investment suitable for investors who have long term horizon, wish to grow their capital and diversify their portfolios in private markets.
Capital Yielding Program
This income solution, targeting a minimum net cash distribution of 8% to 10% annually paid quarterly, is a direct investment suitable for investors who would like to participate in the private markets asset class and want regular distributions.
Global Credit Program
This credit solution is a direct investment with low to moderate risk, suitable for investors who sometimes need liquidity and regular distributions. Target returns are 7%.
Liquid Cash Management Program
This low-risk cash management solution is a direct investment targeting an incremental net return above cash. It is suitable for investors who want ease of execution by prefunding their private markets portfolios.
How our investment process works
We follow a structured investment process which allows investors to access top-tier opportunities sourced in partnership with world-class managers.
Capital Calls
Committed capital will be invested in our Liquid Cash Management Program to target an incremental net return above cash, until opportunities become available.
Allocation and Investment Period
Once opportunities are available, your capital will be invested in 5, 10 or 20 deals in the program of your choice over a period of 12 to 24 months
Lock-in Period
To reap optimal returns on the investments, the locked-in period ranges between 36 and 72 months.
Distribution or Reinvestment
Returns are cashed out to clients or can be reinvested to reap the benefits of compounding
Meet our experts
Our investment professionals in Zurich, Hong Kong, and New York have the capability to advise you on your financial goals and provide access to top-tier opportunities.
Naji Nehme, CFA
Naji has two decades of experience in investment and wealth management. Prior to joining Petiole in 2019, Naji was head of investments for The Family Office Co.
We want to understand your needs
Our private market specialists are ready to hear your investment requirements.