Petiole unveiled its end-to-end digital investment solution for private and professional clients
On Wednesday evening, October 19th 2022, the time has finally come. After months of planning, the team at Petiole Asset Management welcomed around a hundred guests at the hotel Baur au Lac Zurich for the launch of our digital investment platform that extends the firm’s private market solutions and services to professional and private clients.
In addition to Petiole’s institutional solutions, this end-to-end digital investment platform provides professional and private clients access to premium direct and co-investment programs in private equity, real estate and private debt, with the solid option for advisory services leveraging the team’s 18 years of track record in the private market industry.
The evening’s ambience was exciting, with touchscreen demos for the guests to experience first-hand navigating the platform features – from KYC and risk profiling, portfolio simulator, overview of investment transactions, through proposal generation – with video guide on how the platform works. The juxtaposition of the digital product visuals with the refined dinner setting of the exquisite venue made for a unique experience for the esteemed guests and the Petiole team to engage.
Daniel Nydegger, relationship manager for digital solutions at Petiole, provided a demo of the platform to a guest
Guests and colleagues were greeted to a warm apéro upon arrival, then proceeded to hear insights from an expert panel. Petiole Founder and Board President Abdulmohsin Al Omran kicked off the presentations with the evolution in the Wealth Management landscape, and how the firm's digital platform is pioneering the way for its next era, with a demonstration of the system’s AI assistant discussing an example portfolio report.
Petiole Board President and Founder kicked off the night’s presentations with the evolution in Wealth Management industry
Deloitte Switzerland Partner Cyrill Kiefer spoke about customer centricity in private banking, and highlighted the importance of digitalization in asset management. Wall Street legend David Darst, CFA, followed with an engaging discussion on macroeconomics, asset allocation and investment strategy for 2023 and beyond. Petiole CEO Axel Hörger solidified the unique position of Petiole’s competencies that offer advantages, especially during volatile market periods such as the present. Closing remarks were delivered by Dieter Wirth, Managing Partner at PwC Switzerland, who rounded off the evening’s presentations.
Petiole CEO Axel Hörger engaged with top leaders and partners in the industry
The evening’s programme concluded with a sumptuous dinner amidst a lively exchange among guests, partners, and colleagues.
The event marked a milestone in Petiole’s business growth journey in the region – but it is just the beginning as the firm continues to champion innovation in the alternative investing space.
