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DirectoryFinance & InsuranceExternal Asset ManagementZurichWoodman Asset Management AG
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Woodman Asset Management AG

Summary

About the company

Woodman Asset Management AG is an independent investment boutique providing wealth management, advisory and family office services to high-net-worth individuals and family offices. Its services include discretionary and advisory mandates across equities, fixed income and multi-asset, together with niche and sustainable strategies such as private real estate, private equity and impact funds; Woodman combines in‑house investment professionals with a network of partners and is authorised by FINMA.

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Wealth management
Discretionary and advisory wealth management for affluent private individuals and family offices; tailor-made portfolios, support throughout the investment process, asset allocation across different asset classes.
Investment advisory
Investment advisory throughout the entire investment process based on the House View and analysis by asset-class specialists; with advisory meetings and documentation in accordance with FinSA.
Discretionary mandates
Discretionary mandates for equities, fixed-income investments and multi-asset strategies; implementation via existing funds, segregated accounts and tailor-made mandates.
Family office services
Tailor-made family office services on an ongoing basis or on request; dedicated contact person, support for the family and direct reporting.
Core strategies
Actively managed core strategies in equities, fixed income and multi-asset; implemented through disciplined bottom-up and thematic investment processes.
Press

Media

April 12, 2023Media
Woodman Asset Management AG: Veränderungen in Management und VR
organisator.ch

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Location

Klausstrasse 33
8008 Zurich
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-239.257.048
Founded
2024 · 2 years
Last commercial register change
June 24, 2026
Employees
11 to 20

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