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DirectoryFinance & InsuranceExternal Asset ManagementZugWoodman Wealth Management AG
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Woodman Wealth Management AG

Summary

About the company

Woodman Wealth Management AG is an independent investment boutique providing wealth management and advisory services to high-net-worth individuals and family offices, with access to core, niche and sustainable investment strategies. Services described on the website include discretionary mandates, advisory solutions, family office services and investments across equities, fixed income, multi-asset, private equity and private real estate; the firm states it is authorised/regulated by FINMA.

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Offering

Products & services

Industry:External Asset Management
✓ Offered5
Wealth Management
Wealth management for affluent private individuals and family offices, with discretionary and advisory mandates in equities, bonds and multi-asset strategies.
Investment Advisory
Investment advisory along the investment process, based on the House View and analyses by asset-class specialists; clients set their level of involvement themselves.
Discretionary Wealth Management
Discretionary mandates with a wide range from multi-asset to single-asset strategies via fund structures and segregated accounts.
Family Office Services
Tailored family office services on a recurring basis or on request, including a dedicated point of contact, family support and direct reporting.
Equity Strategies
Equity strategies with a disciplined bottom-up approach, focus on mid- and small-cap stocks, hedge fund strategies and ESG products.
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Location

Poststrasse 30
6300 Zug
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-115.544.829
Founded
2010 · 16 years
Last commercial register change
September 19, 2025
Employees
1 to 10

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