Woodman Asset Management AG
About Woodman Asset Management AG
Woodman Asset Management AG is an independent investment boutique based in Switzerland, offering wealth management services and access to core, niche, and sustainable investment strategies. The firm was founded in 2010 and is authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA). The firm's investment capabilities are built on the expertise of in-house professionals in Zug and London, as well as a hand-picked network of partners in which Woodman holds strategic stakes. This approach allows Woodman to offer unique investment opportunities to clients and the families behind the firm. Woodman provides a range of services, including discretionary and advisory strategies in equity and fixed income via fund structures and segregated accounts. The firm also offers family office services tailored to each family's needs, assisting with estate management, financial transactions, and advisory services such as legal and tax planning. Woodman's investment strategies encompass equities, fixed income, multi-asset, private real estate, private equity, and sustainable investments, with a focus on active management and capital preservation.
Investment Mandate
Investment Stages7
Asset Classes6
Geographical Focus
Requirements
Accredited Investors, High Net-Worth Individuals, Family Offices, Institutional Investors
Stated Portfolio5
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