Woodman Asset Management AG

Private Investment Firm Zürich, Switzerland ·Founded 2010

Overview

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 Focus

  • Accredited Investors
  • High Net-Worth Individuals
  • Family Offices
  • Institutional Investors

Portfolio Companies

Green Ash PartnersEnabling Qapital AGPentalpha CapitalEnabling Microfinance FundGreen Ash Sustainable Short Duration Credit Fund

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Frequently asked questions about Woodman Asset Management AG

What sectors does Woodman Asset Management AG invest in?

Woodman Asset Management AG invests in Financial Services, Technology, Healthcare, Real Estate, Infrastructure and Education, and is based in Zürich, Switzerland. Woodman Asset Management AG is listed as a private investment firm in the ConnectSafely investor database.

What stage does Woodman Asset Management AG invest at?

Woodman Asset Management AG backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.

Which regions does Woodman Asset Management AG invest in?

Woodman Asset Management AG invests across United Kingdom, Germany, Switzerland, Latin America, Africa and Liechtenstein.

Who are the partners at Woodman Asset Management AG?

Team members listed for Woodman Asset Management AG include Patrick Ferrari (CEO) and Alan Mudie (Chief Investment Officer at Woodman Asset Management AG).

What companies has Woodman Asset Management AG invested in?

Woodman Asset Management AG's portfolio includes Green Ash Partners, Enabling Qapital AG, Pentalpha Capital, Enabling Microfinance Fund and Green Ash Sustainable Short Duration Credit Fund.

How do I contact Woodman Asset Management AG?

Woodman Asset Management AG's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database