Woodman Holding AG is an independent investment boutique providing wealthy individuals and family offices with wealth management services and access to core, niche and sustainable investment strategies. It offers discretionary and advisory mandates across equities, fixed income and multi-asset portfolios and sources private-market opportunities such as private equity and real estate through a network of partners.
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Industry:Holding Companies
✓ Offered7
Wealth Management
Wealth management services, including assessment of wealth situation, planning for future generations, discretionary and advisory strategies, and customised investment portfolios.
Investment Advisory
Guidance throughout the investment process, with advice based on House View scenarios and analysis by asset-class specialists; advisory minutes and client reporting are referenced under FinSA.
Wealth Management
Discretionary mandates in equities, fixed-income investments and multi-asset strategies via fund structures, segregated accounts and tailored mandates.
Family Office Services
Tailor-made support for families on a recurring basis or on request, with a dedicated contact person who reports directly and exclusively to the family.
Core Strategies
Actively managed strategies in equities, fixed income investments and multi-asset via funds and bespoke mandates, including equities, fixed income and multi asset.
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