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Penta Asset Management
Maurice A. Benezra established Penta Asset Management in 2010. His prior role on the executive committee at Union Bancaire Privée supplied the private-banking...
Penta Asset Management
Maurice A. Benezra established Penta Asset Management in 2010. His prior role on the executive committee at Union Bancaire Privée supplied the private-banking foundation for the multi-family office. The firm serves clients in Switzerland and Monaco through portfolio management, advisory, and consolidated reporting. Penta deploys capital across private equity, real estate, and direct co-investments or SPVs. Confirmed holdings include positions tied to Siem Industries in Norway and Sharaf Holding Sàrl in Luxembourg. The firm targets buyout and growth stages with a five-year minimum horizon and maintains exposure in healthcare services, gaming, PropTech, FinTech, industrial tech, media and entertainment, and data analytics. Geographic reach centers on Europe with additional holdings in the United States. The firm reports 1,500 million USD in assets under management. It operates Penta Advisory Monaco SAM and holds memberships in VSV-ASG and AOOS. Service providers include KPMG Switzerland as auditor since 2015 and Union Bancaire Privée as custodian since founding. No operational events from the last 24 months appear in available records. Penta maintains a direct-deal program that permits external investors to participate in specific assets through co-investment vehicles. This structure separates the multi-family office mandate from standard fund commitments while preserving board seats at selected holdings such as Whitehall Financial Group.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
Europe
Country
Switzerland
City
Geneva
Additional offices
Monaco
Principals
Maurice A. Benezra
Founder and Chairman
Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Penta Asset Management?
William Jaccard serves as CEO and CIO. Maurice A. Benezra acts as Founder and Chairman. Dominic Moross and Franck Biancheri oversee the Monaco advisory entity.
How does Penta Asset Management source proprietary deal flow?
The firm leverages relationships from Maurice A. Benezra's Union Bancaire Privée tenure and board seats at holdings including Siem Industries and Sharaf Holding Sàrl.
Is Penta Asset Management structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm runs a direct co-investment program that allows external participation in specific assets.
Does Penta Asset Management participate in fund commitments or only direct deals?
The firm executes direct co-investments and SPVs alongside private equity and real estate strategies. It does not publish fund commitment activity.
What investment stages does Penta Asset Management typically target?
Confirmed stages include buyout and growth. The firm applies a minimum five-year investment horizon.
Where does the underlying wealth come from?
Founder Maurice A. Benezra built his career over three decades in Swiss private banking at Union Bancaire Privée.
Does Penta Asset Management maintain philanthropic structures, and how are they separated?
No philanthropic vehicles or foundations are disclosed in available records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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