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Partners Group replaces CEO as shares fall again - Finance news and analysis from Global Banking & Finance Review
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Partners Group replaces CEO as shares fall again

Published by Global Banking & Finance Review

Posted on September 1, 2026

2 min read

· Last updated: September 1, 2026

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Partners Group Names New Co-CEOs as Performance Concerns Hit Shares and Profit

Partners Group Faces Leadership Changes Amid Financial Challenges

CEO Transition and Management Rotation

ZURICH, Sept 1 (Reuters) - Swiss private equity firm Partners Group said on Tuesday its CEO was stepping down and warned its performance income would be lower than expected, hitting its shares again as the company battles concerns about the performance of its funds and client exits.

Client Withdrawals and Market Environment

Zug-based Partners Group has pioneered alternative investments for wealthy retail clients, but in June moved to cap significant client withdrawals, highlighting wider concerns about the returns private equity managers are generating.

Impact on Shares and Profit

Its shares have lost about a third of their value this year, and dropped 7% on Tuesday following the publication of results that showed a 13% year-on-year fall in first-half net profit to 502 million Swiss francs ($620 million).

Analyst Commentary on Investor Sentiment

"Partners Group cannot escape the challenging market environment in the short term. However, demand for private-market investments remains intact, particularly among institutional investors. Retail investors, by contrast, are noticeably more nervous and are still withdrawing money from these vehicles," Luzerner Kantonalbank analysts said.

Leadership Changes and New Appointments

CEO David Layton's New Role

CEO David Layton will step down from the executive team on January 1, but remain with Partners Group as chief investment officer. Chairman Steffen Meister said the move was part of a management rotation, without giving further details.

Appointment of Co-CEOs

Roberto Cagnati and Juri Jenkner, who have both been with the company since 2004, will become co-CEOs.

Financial Outlook and Performance Guidance

Client Assets and Revenue Expectations

Partners Group confirmed it expected total new client assets of between $26 billion and $32 billion for the full year.

Performance Income Projections

Depending on the timing of select active direct exit processes, performance income is expected to be around 20% to 25% of total revenue in 2026, the company said, below its mid- to long-term guidance of 25% to 40%. 

Exit Pipeline and Future Outlook

"Our exit pipeline remains full," outgoing CEO David Layton said, adding that some exit processes are likely to shift into 2027.

Reporting Credits

(Reporting by Ariane Luthi, Editing by Louise Heavens, Kirsten Donovan)

Key Takeaways

  • CEO David Layton transitions to Chief Investment Officer and chair of the Global Investment Committee effective January 1, 2027; co‑CEOs Roberto Cagnati and Juri Jenkner appointed from that date.
  • First‑half 2026 net profit fell 13% year‑on‑year to CHF 502 million; performance income slumped ~39% to CHF 216 million, now expected to represent only 20‑25% of total revenues for 2026, below the longer‑term 25‑40% target.
  • Shares dropped ~7% on the day of the announcement, extending a ~31% year‑to‑date decline as investor concerns mount over fund performance and client redemptions.

Frequently Asked Questions

Why did Partners Group replace its CEO?
Partners Group replaced its CEO as part of a management rotation amid concerns over falling profits, client withdrawals, and underperforming funds.
How have Partners Group's shares performed in 2024?
Partners Group shares have lost about a third of their value this year and dropped 7% after a 13% decline in first-half net profit.
What changes are expected in Partners Group's management?
CEO David Layton will step down and become chief investment officer, while Roberto Cagnati and Juri Jenkner will become co-CEOs.
What is Partners Group's updated performance income guidance?
Performance income is expected to be around 20% to 25% of total revenue in 2026, below its previous guidance of 25% to 40%.
Why did Partners Group limit client withdrawals?
Partners Group capped client withdrawals in June due to concerns about the returns private equity managers are generating, especially for retail investors.

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