Switzerland · Delayed Price · Currency is CHF Partners Group Holding AG Earnings Call Transcripts
Fiscal Year 2026
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Record fundraising in H1 2026 drove strong AUM growth, with robust demand across asset classes and regions. Elevated redemptions in mature evergreen funds are being managed with redemption limits, while new fund launches and diversified offerings support future growth. Guidance for 2026 remains confident despite market complexity.
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Distribution partnerships and bespoke client solutions are driving growth, with a focus on mandates, evergreens, and strategic JVs. Asset classes like private equity, infrastructure, and royalties are delivering strong returns, while operational efficiency and technology underpin scalability. The firm expects continued market share gains and robust fundraising despite industry headwinds.
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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 and outperformed industry fundraising in 2025, driven by bespoke solutions, robust segment returns, and strategic partnerships. Outlook for 2026 remains positive, with continued focus on distribution, innovation in asset classes, and operational efficiency.
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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, driving a 12% profit increase and an 8% dividend hike. U.S. fundraising surged, and new product launches and distribution partnerships supported growth. Guidance for 2025 remains robust, with stable margins and continued investment in private wealth.
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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.