Petiole Asset Management AG

Our platform empowers you to build a tailored portfolio that reflects your unique investment goals. With our cutting-edge simulation tools, you can forecast your performance for 10+ years and visualize how your portfolio could perform over time. Seamlessly blend your vision with our expertise and take control of your financial future. Start your journey with Petiole today! Find the link to our platform in our bio.

Unlocking Exclusive Opportunities: Petiole - Where Investors Thrive.

Experience a groundbreaking approach to investing with Petiole. Our cutting-edge platform empowers you to dive into top-tier private market opportunities like never before. Say goodbye to high entry points and embrace a seamless end-to-end digital journey, infused with a touch of human expertise. Let Petiole be your gateway to success in the investment world.

Register here - https://my.petiole.com/signup

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.

Petiole is pleased to represent as this year’s co-sponsor for the Finanz ‘23 with a specialist panel participation of our CIO Naji Nehme.

Discover our private market solutions today: https://www.petiole.com/en/who-we-are

What's the future of Private Equity?

Petiole CIO Naji Nehme joins Finanz '23 specialist panel with industry experts on May 3, Wednesday, 4:00 PM at Halle 550.

Don't miss out on this unique opportunity to gain insights from top experts in the field and take your investment portfolio to the next level.

Petiole Guests are welcome with complimentary tickets to the event.

Check the program here:
https://finanzmesse.ch/en/programme/programm-2023/private-equityinfrastructure-329.html

We invite you to participate in our latest survey to help shape the future of our investment products.

Click on the link to take part in the survey: https://www.petiole.com/en/investment-products-survey

At Petiole, our structured investment process is key to unlocking top-tier opportunities for our clients. Our world-class managers source and evaluate the best investment prospects, providing you with access to an exclusive portfolio that delivers returns beyond expectations. Let us help grow your wealth today!

Find out more about our investment process here: https://www.petiole.com/en/how-it-works

Upon onboarding with Petiole, a client’s investment amount is placed in a special pool where it will be invested in liquid fixed-income securities and money markets. As soon as opportunities within our programs are open for investments, capital is withdrawn and committed to the selected program.

Find out more here: https://www.petiole.com/en/how-it-works

Petiole has democratized Private Market investments which were previously reserved to a select few. Steering away from a deal-by-deal approach, we build tailored and diversified portfolios, comprising several opportunities that meet your liquidity needs, risk appetite and time horizons.

Find out how you can invest with us here: https://petiole.com/en...

In November 2020, Petiole co-invested alongside KKR in its multibillion-dollar acquisition of Wella from parent company Coty Inc., with the deal forming part of our Capital Growth Program.

Upon KKR's take over in 2020, Annie Young-Scrivner joined Wella as CEO, becoming one of the few female appointed decision-makers in the companies acquired by PE firms. Though we have a long way to go, this was a step in the right direction.

Read more in the article below to find out how women are underrepresented in PE: https://www.forbes.com/sites/corinnepost/2022/11/08/pe-manages-10-trillion-but-is-failing-its-diversity-equation-we-should-all-be-concerned/?sh=57e4a24553d2

We provide professional clients with 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.

Book a meeting with one of our private market specialists.
[email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

We understand private markets and their potential. We harness our know-how and network to guide you on your investment journey and build bespoke diversified portfolios in private markets.

Find out more here: https://www.petiole.com/en/how-it-works

In an interview with Swiss newspaper Finanz und Wirtschaft, and Petiole Portfolio Manager Drago Kolev, CFA expresses commitment to US Financials strategy despite the recent turmoil in US bank stocks.

Read more here: https://www.fuw.ch/ein-schweizer-kauft-us-kleinbanken-432258682392

As we've seen, public markets can be unstable. Therefore, private market portfolios remain a good choice for investors seeking diversification & lower volatility. 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.

Book a meeting with one of our private market specialists here:
[email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

We provide professional clients with exclusive co-investments in private equity, real estate and private credit. We do this through our four available investment programs, curated to ensure optimal diversification and returns based on the investors’ profile. Book a meeting with one of our private market specialists to learn more.

Book a meeting here:
[email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

Petiole invested alongside North Castle Partners in Barry’s, a boutique fitness studio operator and lifestyle brand headquartered in West Hollywood, California.

Barry’s is a regional boutique fitness operator and lifestyle brand that pioneered the indoor bootcamp category and is often labeled “the best workout in the world”– founded in West Hollywood in 1998 by John Mumford, Rachel Mumford and Barry Jay. The new preferred equity will fund the opening of 59 fitness studios globally through the end of 2023.

View our link in bio to find out about our past opportunities.

Petiole invested alongside North Castle Partners in Barry’s, a boutique fitness studio operator and lifestyle brand headquartered in West Hollywood, California.

Barry’s is a regional boutique fitness operator and lifestyle brand that pioneered the indoor bootcamp category and is often labeled “the best workout in the world”– founded in West Hollywood in 1998 by John Mumford, Rachel Mumford and Barry Jay. The new preferred equity will fund the opening of 59 fitness studios globally through the end of 2023.

Find out about our past opportunities: https://www.petiole.com/en/opportunities

While Private Equity and Real Estate receive the most attention, the third largest alternative asset class - Private Debt - should not be overlooked.

Find out more: https://www.petiole.com/en/insights/articles/the-case-for-private-debt-what-why-and-how

Jonathan Berger, Chief Executive Officer and Chief Investment Officer of AS Birch Grove, is hosted by Naji Nehme, Chief Investment Officer at Petiole Asset Management AG, to discuss the credit market as the new equilibrium and its outlook.

Join us - https://www.petiole.com/de/credit-market-webinar

To ensure our clients have access to the “crème de la crème” of private market opportunities, we partner with top-tier asset managers.

Find out more here: www.petiole.com/en

Petiole's CIO, Naji Nehme, believes that if we follow the historical path, a cyclical recession, a little milder than previous ones, might be underway due to the strength of the consumer and the economy. 

Naji believes that the major risk today is the transition from very stimulating, accommodative policies and a very low interest rate environment to a phase of a higher interest rate environment.

He added that we are at the inflection point, the most critical phase of portfolio construction. At Petiole, our experienced investment experts identify promising opportunities, then subject them to thorough scrutiny and vetting.

We aggregate these opportunities, then build you a robust diversified portfolio in private markets capable of outperforming public markets.

Read more here: www.petiole.com/en/insights/webinars/2023-market-outlook-with-a-focus-on-private-markets

Naji Nehme is the Chief Investment Officer of Petiole Asset Management AG and is a voting member of the investment committee.

Naji has 20 years of experience in investment and wealth management dedicated to both public and private markets. Naji held a senior position in a multi-family office in Montreal, Ernst & Young Investment Advisory Services in Montreal and the Caisse de Depot and Placement du Quebec.

Naji holds a Bachelor of Commerce degree in Finance from Concordia University, a Master of Science degree in Financial Engineering from École des Hautes Études Commerciales and holds a Chartered Financial Analyst (CFA) charter.

Find out more here: www.petiole.com/en/who-we-are

Only 4% of the deals sourced by Petiole meet our rigorous standards. Our digital platform allows our clients to explore exclusive Private Market opportunities.

Learn more about how you can gain access to these kinds of exclusive opportunities:
https://www.petiole.com/en/how-it-works

Behind the scenes for our shoot for social with our CIO.

We at Petiole are producing a lot of content to ensure our prospects and clients have access to latest trends in private markets.

Check out our articles in the link below and look out for the content from this shoot.
https://www.petiole.com/en/insights/articles

The “J” refers to the slope of returns, which decline initially and then trend gradually upward.

Initial returns are negative because investors are contributing capital and paying management fees. Meanwhile, the sale of the company is still years away.

This is why PE uses multi-year metrics (e.g., IRR, MOIC) to describe returns, instead of the more familiar annualized rates of return (e.g., Return on Equity).

Read the full article here: https://www.petiole.com/en/insights/articles/j-curve-private-equity-how-to-beat-it

Petiole's CIO, Naji Nehme, highlighted that the classic 60/40 portfolio has dropped by 17% last year and the outlook for inflation indicates that a traditional 60/40 portfolio is not going to offer as much defense as it has historically.

That's why he thinks adding private markets to a portfolio is attractive, as private markets provide diversification against volatility and rising correlation between equities and fixed income.

Read the full article here:
www.petiole.com/en/insights/webinars/2023-market-outlook-with-a-focus-on-private-markets