These appointments signal Petiole’s commitment to strengthening its leading position in private markets by broadening access to institutional-quality investments and strengthening its presence in Switzerland.
David Edman Appointed CEO
David Edman steps into the CEO role with over 30 years of experience in the Swiss financial sector and a longstanding leadership role at Petiole. Since its founding, he has been a driving force behind Petiole’s development—fully aligned with the firm’s mission, values, and differentiated approach to private markets. “I am honored to lead Petiole at this pivotal moment. We have a talented team, a proven business model, and a platform designed for scalable growth,” said David Edman. “My goal is to further expand our mission to democratize access to top-tier private market co-investments - always with a strong focus on discipline, trust, and client-centricity.”
His appointment is both a logical progression and a clear strategic signal. Edman’s deep market insight and consistent execution skills make him the ideal leader to guide Petiole into its next phase of development. “As I step into this role, my focus is clear: to build on Petiole’s foundation as a pioneer in private market access and take it to the next level. We will continue to enhance our product offering, strengthen our technology platform, and strategically leverage our global partnerships,” David Edman added. “This is not just about growth—it’s about setting new standards for how private markets can serve our clients and the broader financial ecosystem.”
Wassim H. Jomaa, CIO
Petiole Asset Management AG welcomes Wassim H. Jomaa, CFA, as its new Chief Investment Officer. In this role, he will be responsible for shaping the company’s investment strategy, enhancing its risk management framework, and fostering an innovative, collaborative corporate culture.
“I have always believed that investment strategies must be grounded in three core pillars: a deep understanding of the markets and risk, an intuitive sense of client needs, and a clear view of the evolving investment landscape,” said Wassim Jomaa. “I’m excited to join Petiole’s dynamic team and help drive innovation in asset management.
Wassim brings over 20 years of experience in wealth and asset management. He has deep expertise in asset allocation, the development of bespoke investment solutions. He has held senior leadership roles at The Family Office Bahrain, Capital Investments DIFC, AB Invest, and Qatar National Bank. His appointment aligns with Petiole’s strategy to expand its digitalized and differentiated wealth management offerings in private markets. His unique combination of portfolio management and client advisory experience will be instrumental in driving the firm’s continued growth and value creation.
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The statements and data in this publication have been compiled by Petiole Asset Management AG to the best of its knowledge for informational and marketing purposes only. This publication constitutes neither a solicitation nor an offer or recommendation to buy or sell any investment instruments or to engage in any other transactions. It also does not constitute advice on legal, tax or other matters. The information contained in this publication should not be considered as a personal recommendation and does not consider the investment objectives or strategies or the financial situation or needs of any particular person. It is based on numerous assumptions. Different assumptions may lead to materially different results. All information and opinions contained in this publication have been obtained from sources believed to be reliable and credible. Petiole Asset Management AG and its employees disclaim any liability for incorrect or incomplete information as well as losses or lost profits that may arise from the use of information and the consideration of opinions.
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