Petiole is a Swiss-based boutique asset manager with a global reach. We capitalize on our nearly two decades of expertise and trusted relationship with international partners to provide a holistic private market investment journey.  From advisory, due diligence, building a tailored and diversified portfolio, through performance monitoring - our services are deeply rooted on our disciplined philosophy and passion for digital innovation. 

FINMA-licensed and regulated to conduct business in Switzerland, the USA, Hong Kong, and the Cayman Islands, we have established solid working relationships with top-tier global sponsors through successful direct and co-investments over the past 18 years (as part of The Family Office Co. Bsc).

At Petiole Asset Management, we remain committed to serving the private market needs of institutional investors, family offices, and qualified investors through constant learning, transparency, and attractive fee structures. 

Investment Management

Petiole Asset Management

Petiole Asset Management's headquarters in Zurich, Switzerland

David Edman

Dr. Philip Ng

Jessie Jiao

Wassim Jomaa

The Finance and Investments Team at Petiole Asset Management is responsible for managing and optimizing the firm's investment portfolio in private equity and private credit. This includes conducting thorough financial due diligence, analyzing potential investment opportunities, managing portfolio allocations, monitoring performance, and ensuring adherence to risk management protocols. The team works in synergy to deliver tailored investment strategies that align with the firm's disciplined philosophy and support the financial goals of their institutional and qualified investors.

Finance and Investments Team

This department focuses on strategic direction and oversight of organizational objectives.

Leadership

The Leadership Team at Petiole Asset Management oversees the strategic direction and operational efficiency of the firm. This team is responsible for setting high-level goals, making critical investment decisions, ensuring regulatory compliance, and maintaining key relationships with global partners. Their collective expertise drives the company’s commitment to providing a holistic and innovative private market investment experience for institutional and qualified investors worldwide.

Petiole Asset Management

Org chart

Teams

Finance and Investments Team

Leadership

Leadership Team

Offices

Petiole Asset Management

Org chart

Teams

Finance and Investments Team

Leadership

Leadership Team

Offices

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