Petiole Asset Management AG
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<span class='font-normal'>Think Differently</span> for Your Clients

Think Differently for Your Clients

Is the traditional 60/40 portfolio still the optimal asset allocation? With Petiole solutions, you can make diversification truly effective for your clients with direct and co-investment private market assets.

Our Competence.
Your Competitive Advantage

Partnering with Petiole allows your clients to access expertly vetted opportunities in private equity, real estate and private debt.

Our nearly 20 years of trusted partnership with global leaders translate into privileged access to exclusive investments. On average, only 4% of our pipeline passes our disciplined deal selection.

We take investing to the next level. Our end-to-end process is digitally powered: from deal sourcing and selection, onboarding, through monitoring and transparent reporting.

From fully-customized portfolio construction to operational fulfillment – we take care of the details and give you back efficiency gains.

We can team up with your group on training, marketing, reporting, and leveraging Petiole’s inventory of investment tools.

Unlike most solutions available in the market, we only start applying fees during capital calls. Cash management services can also be arranged.
Our Global Network of Top-Tier Partners

BlackRock

KKR

Goldman Sachs

The Carlyle Group

Institutional Solutions

We offer three portfolio solutions - Choose to invest in customized programs relevant for you and your clients

Capital Yielding

This illiquid program, targeting a minimum net cash distribution of 6% annually paid quarterly, is suitable for investors with longer term liquidity needs and those who require regular distributions.

Real Estate Equity
Real Estate Debt
Preferred Equity
Structured Credit
Corporate Lending
Mezzanine Financing

Capital Growth

This illiquid program, targeting a minimum capital appreciation of 10% annually, is suitable for investors who need liquidity on the long-term and wish to grow their capital.


Preferred Equity
Real Estate Development

Thematic

Now and then, market dislocations and unique themes arise that offer attractive opportunities for investors. Petiole's Thematic Program leverages the research efforts and diligence of the global team to offer you the ability to invest in such dislocations.

Private Equity
Real Estate Debt
Debt and Equity
Private Debt

Let’s build your bespoke solution

We can create tailor-fit portfolios that suit various investment strategies and risk profiles. Our private market specialists would be delighted to explore with you your investment needs.

Book a Meeting
Portfolio

Portfolio
on-the-go

Our investment platform allows you to manage your clients’ portfolio at your fingertips.

  • Holistic portfolio overview

  • Transparent reporting

  • Exclusive access to opportunities

  • Latest market insights and tools

Book a Demo

Your private market boutique.

Petiole Asset Management AG
Bahnhofstrasse 64
8001 Zurich
Switzerland

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All Rights Reserved, 2024

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