Petiole Asset Management

Petiole does not manage money directly by buying individual stocks or bonds. The firm selects, underwrites, and blends third-party investment funds into client portfolios, taking on the role of a delegated investment committee. This means a single allocation to Petiole gives a client exposure to multiple underlying managers across asset classes, with Petiole handling all the due diligence, legal agreements, fee negotiations, and ongoing monitoring.

Petiole operates across the full spectrum of traditional and alternative asset classes. The firm blends commitments to long-only equity and fixed-income funds with allocations to private equity, private credit, hedge fund strategies, and real assets such as real estate and infrastructure. The exact mix depends on each client's mandate and risk profile, but the firm's Swiss regulatory passport allows it to source and combine these exposures for qualified investors across Europe.