Woodman Asset Management AG

Woodman Asset Management AG is an independent investment boutique established in 2010, providing comprehensive wealth management services to wealthy individuals and family offices. The firm offers a diverse range of investment strategies, encompassing core, niche, and sustainable approaches. Their investment capabilities are built upon the expertise of in-house professionals located in Zug and London, complemented by a carefully selected network of partners in which Woodman holds strategic stakes. The firm is authorized and regulated by FINMA, the Swiss Financial Market Supervisory Authority.

Founded in 2010 as a multi-family office in Zug, Switzerland, Woodman Asset Management AG initially focused on providing tailored financial solutions. In 2019, the firm strategically transformed into an independent investment boutique, expanding its offerings to include a broader spectrum of investment opportunities in both public and private markets. This evolution allowed Woodman to leverage its combined expertise and aligned interests with partners to deliver unique investment solutions to its clientele.

Woodman Asset Management AG engages in various investment activities, including direct and co-investments in emerging growth companies within private equity. The firm also specializes in sourcing and executing off-market investment strategies in private real estate. Beyond traditional asset classes, Woodman is committed to sustainable investing through initiatives like the Enabling Microfinance Fund, which was appointed Woodman as its fund manager in 2020 and aims to generate positive social and environmental impact alongside financial returns. Additionally, the Green Ash Sustainable Short Duration Credit Fund focuses on green and social bonds.

The team at Woodman Asset Management AG comprises experienced investment professionals across its offices in Zurich, Geneva, Lugano, Frankfurt, and London. The firm emphasizes active management as a primary driver for attractive long-term performance, with a strong focus on capital preservation, stemming from its family office roots. Key leadership includes Patrick Ferrari as Chief Executive Officer and Alan Mudie as Chief Investment Officer, who joined in 2021. The team's expertise spans asset-class specialization, disciplined investment processes for equities and fixed income, and thematic, unconstrained strategies for multi-asset portfolios.