Switzerland · Delayed Price · Currency is CHF Partners Group Holding AG Earnings Call Transcripts
Fiscal Year 2026
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Distribution partnerships and bespoke solutions are prioritized over manufacturing M&A, with strong growth in mandates, evergreens, and new asset classes like royalties. The firm’s differentiated, technology-driven approach and operational backbone support robust fundraising, market share gains, and resilient performance across private equity, infrastructure, real estate, credit, and royalties.
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Strong fundraising and investment activity in 2025 led to record AUM growth and robust performance fees, with 2026 guidance targeting $26–$32 billion in new client demand. Strategic partnerships and customized solutions remain key growth drivers, while fee margins are expected to stay stable.
Fiscal Year 2025
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Delivered strong organic growth in 2025, outperforming industry fundraising and AUM targets, with robust performance across private equity, infrastructure, credit, real estate, and royalties. Strategic focus remains on distribution partnerships, technology integration, and expanding bespoke client solutions.
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Solid H1 2025 results with 10% AUM growth, strong performance fees, and stable margins. Outlook for full-year fundraising and performance fees raised, supported by robust pipeline, M&A, and ongoing shift to bespoke solutions.
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H1 2025 saw $12 billion in new commitments and 15% AUM growth, with strong flows into private credit and evergreens. Performance is rebounding, and fee guidance is reconfirmed, while new product launches and US distribution expansion support future growth.
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Significant strategic progress in 2024 included the launch of royalties and growth equity, a major acquisition in real estate, and a partnership with BlackRock for private wealth solutions. Fundraising reached $22 billion, with strong evergreen and mandate contributions, and 2025 guidance targets $26-$31 billion in new assets.
Fiscal Year 2024
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Management and performance fees grew strongly, with profit up 12% and a stable 63.6% EBITDA margin. Fundraising and realization activity increased, U.S. presence expanded, and guidance for 2025 remains robust despite industry liquidity and geopolitical uncertainties.
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Solid H1 2024 results with 39% fundraising growth, stable management fee margins, and a 62% EBIT margin. Performance fees were light due to delayed exits but are expected to rise, with strong future potential and continued investment in bespoke and private wealth solutions.
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Transaction activity and fundraising improved in H1, with $9B invested and $11B raised, driven by bespoke solutions and private wealth. Portfolio health remains strong, and 2024 guidance is confirmed with projected gross client demand of $20–$25B.