In a launch event held at the Baur au Lac hotel in Zurich this week, Petiole Asset Management unveiled its state-of-the-art digital platform which offers professional clients a seamless experience for investing in private markets.

The Finma-licensed asset manager specializes in private equity, real estate and private debt for nearly two decades, and has been leveraging premium access to direct and co-investments in these asset classes to offer solutions for institutional clients.

Through the launch of this platform, Petiole opens the door to expand such access to professional clients at a lower entry capital. With its secure and intuitive interface, the platform stands unique among a few competitors currently in the market with its advisory services option. 

Customer Centricity at its Core

Petiole developed the platform with customer-centricity at its core. After a quick and cost-free signup, the platform guides the user through a journey based on the user’s response to the profile setup, where regulatory checks and personalization are carried out without the cumbersome feeling that users often have when filling out forms.

The minimalist design of the dashboard presents a clear overview of the platform’s features, one of which is a portfolio simulator that projects possible outcomes based on user preferences, such as the amount invested, time horizon, and risk tolerance.

Knowledge Hub, Investment Opportunities and Market Insights

It also boasts a knowledge hub with market insights in interactive formats. At its center stage, Petiole’s different investment programs can be reviewed, each highlighting a specific investment goal or strategy. A broader spread of underlying investment opportunities can also be examined to appreciate Petiole’s diversification strategy across different asset classes, sectors, geographies and vintages.

Qualified investors, either new or experienced, can opt to receive a customized portfolio allocation proposal through the platform. This digital advisory feature is unique in the market and harnesses Petiole’s 18 years of track record in private markets. After answering an online questionnaire, qualified investors can receive an unbiased and expert proposal tailored to their goals and risk preferences.

One-stop-shop for Private Markets

Advanced investors who have already predetermined the solutions they need can immediately proceed to build their own portfolio à la carte. During the event, Petiole CEO Axel Hörger said: «Petiole continues with its mission to be the one-stop-shop private market specialist in the region.

With this platform launch, we are expanding our business to enable qualified investors to take advantage of Petiole’s competencies and expert advisory services at a lower entry level compared to our institutional solutions.»

Efficient From Start to Finish

The process from onboarding and capital subscription through portfolio monitoring and reporting has also been simplified – thus, making the whole digital investing experience secure and efficient from start to finish.

«We are proud to be among the first to build a digital investment platform that can change the private market landscape, especially during these highly volatile market conditions,» stated Mathias Peter Niederhauser, Petiole’s Head of Growth – Digital Solutions.