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We Make
Private Equity Private Debt Real Estate Thematic Investing
Accessible to You

18
years track record of experience and trust
$2.1
billion of assets under management
3
global offices in Zurich, New York and Hong Kong

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.


Private Equity
Preferred Equity
Real Estate Development

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.


Preferred Equity
Real Estate Equity
Real Estate Debt

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%.


Cash
Treasury Funds
High Yield Bond Funds

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.


Cash
Treasury Funds
Investment Grade Bond Funds

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.

01

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.

02

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

03

Lock-in Period

To reap optimal returns on the investments, the locked-in period ranges between 36 and 72 months.

04

Distribution or Reinvestment

Returns are cashed out to clients or can be reinvested to reap the benefits of compounding

Our Global Network of Top-Tier Partners

BlackRock

KKR

Goldman Sachs

Apollo

The Carlyle Group

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.

Axel Hörger

Axel Hörger

Chief Executive Officer

Axel has nearly three decades of experience in the financial industry, including previous roles as Chairman and Co-Founder of American International Bank Acquisition Corp.

Naji Nehme, CFA

Naji Nehme, CFA

Chief Investment Officer

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.

David Edman

David Edman

Chief Operating Officer

David has over three decades of experience in Wealth Management. Prior to joining Petiole, he was Head of Client Service at The Family Office Co.


We want to understand your needs

Our private market specialists are ready to hear your investment requirements.

Book a meeting