Curious, creative, effective

It pays to diversify. Like other asset management companies, Woodman invests in traditional private client wealth management strategies. But unlike them, we also enable our clients to invest directly in real estate, debt and private equity through our partner companies in the group. Which means our clients benefit from our success and our economics are aligned with those of our clients.

Vision


Our vision is to become the most innovative independent wealth management boutique in Switzerland and to challenge traditional conventions in finance.

Mission


We want to make a fundamental difference for our clients, through the creation of significant value over generations, as a result of our smart and passionate team and unique investment offerings.

Purpose


We are driven by building meaningful partnerships.

Why choose Woodman?

People

Our success is based on smart, passionate and trustworthy people

Alignment

Our entrepreneurial spirit align us with our clients

Integrity

The service you deserve

Value creation

We are progressive and challenging

The history of Woodman

2010

Founded as a multi-family office in Zug, Switzerland.


2011

In-house asset management established and subsequently followed by launch of own investment funds.

2013

Licensed by FINMA as authorized asset manager of collective investment schemes.

2016

Launch of equities liquid strategies with Pascal Boeuf joining Woodman.

2017

Partnership with Green Ash Partners LLP for liquid fixed income.

2018

Partnership with Blue Noble for real estate investments.