Thoughtful listening.

Intellectual rigor.

Trusted partnerships.

Woodman

Trusted. Independent. Hand-picked.

Woodman is an independent investment boutique, providing wealthy individuals & family offices with wealth management services and access to core, niche & sustainable investment strategies.


Our investment capabilities are built on the expertise of our inhouse investment professionals (Zug / London) and a hand-picked network of partners, in which Woodman holds strategic stakes.

The resulting aligned interest and combined expertise allow us to offer unique investment opportunities to our clients and the families behind Woodman.


Woodman was founded in 2010 and is authorised and regulated by FINMA (the Swiss Financial Market Supervisory Authority).

Woodman

Your wealth managed and preserved for the future.

We assess our client’s wealth situation and assist their planning to meet objectives – for them, and future generations.


We manage discretionary and advisory strategies in equity and fixed income via fund structures and segregated accounts.


We help our clients to fulfil their financial goals by creating customised investment portfolios that meet their performance goals and propensity to risk.

Advisory Services

Our role as advisors consists of accompanying our clients throughout the lifecycle of the investment process, leaving them the flexibility to define their involvement. Our investment advice is based on the scenarios set out in our House View and on the analysis conducted by our asset-class specialists.

Discretionary Services

Our discretionary offering provides a wide range of mandates from multi-asset to single-asset strategies covering every asset class.

Family Office Services

Every family has different needs and values. Our family office services are tailor-made for each family and may be provided on a recurring basis, or on request. In every case, each family can choose to have its own dedicated contact person at Woodman, who takes care of the family and reports directly and exclusively to them.

Wealth Management

Investment advice that is to the point. Thorough portfolio management.

We manage discretionary strategies in equity, fixed income and multi assets via existing funds and bespoke mandates.


It is our believe that active management of investments is the primary driver of attractive long-term performance. Capital preservation is a key focus with our family office roots.


We are asset class specialists that form one investment team committed to achieving the best client outcome within defined risk parameters.

Equities

We pursue a disciplined, bottom-up investment process to ensure consistency and accountability.

Equities

Fixed Income

Based on rigorous bottom up analysis on individual companies and a robust investment process, we deliver strong outperformance relative to peer group and benchmark indices.

Fixed Income

Multi Asset

We use a thematic, actively managed and diversified strategy that is unconstrained and asset class agnostic.

Multi Asset

Core Strategies

Our clients are sophisticated.

They all like sharpshooters. No generalists.

We are specialists in sourcing, developing and executing off-market investment strategies in real estate and private equity.


We leverage our network of partners to identify niche opportunities and to structure proprietary transactions around them, generating attractive risk-adjusted returns with low correlations to traditional investments.


Our thematic specialist approach allows sophisticated investors to build their private market exposure based on their own selection process, yielding accelerated growth and diversification on a global scale.

Private Real Estate

The growing demand for real estate, requires deep industry knowledge and a broad partner network to identify attractive off-market opportunities.

Private Real Estate

Private Equity

Based on our proprietary deal flow we source and create off-market investment opportunities with primary focus on direct and co-investments in emerging growth companies.

Private Equity

Niche Strategies

Our returns address the global challenges we face.

We aim to achieve a positive social and/or environmental impact, whilst delivering superior returns for our investors.


We bring a team of experienced investment professionals to the table, leveraging a profound understanding of the market, as well as a strong network within the world of impact investing.


We have created tailored offerings, across several asset classes.

Enabling Microfinance Fund

The Enabling Microfinance Fund was founded in 2008 as the first private and fully commercial microfinance investment fund in Liechtenstein.

Microfinance Fund

Woodman Global Impact Fund

Our investment universe consists of globally listed equities, that either produce products or provide services that generate a measurable positive impact on the world we live in.

Global Impact Fund

Green Ash Sustainable Short Duration Credit Fund

Investing in green & social bonds enhances the transition to a more sustainable world.

Sustainable Fund

Sustainable Strategies

Sustained engagement, daily passion. Visionary solutions beyond the obvious.

Our goal is to understand and deliver not just what our clients want, but what they need.

Ethics

We love what we do. We get things done ethically.

People

Our success is based on smart, passionate and trustworthy team players.

Value Creation

Based on our entrepreneurial spirit we like to challenge the status quo and to be progressive.

Values

A dedicated team.

Our assets. Your benefits.

Our team is our track record. The culture at Woodman is one that puts the team at the forefront.

Top Talent

We attract the best talent and we only hire those who excel in a team environment. We incentivize them to work together, as we believe that delivering a fully integrated investment solution requires a culture and incentives based on teamwork and passion rather then individual and financial targets.

Get in Touch

Human Assets

Excellent Partners.

For comprehensive services.

Beyond its extensive inhouse investment capabilities, it is in Woodman’s DNA to partner with selected best-in-class managers to offer its clients and families broad access to unique investment opportunities.


Therefore we actively cultivate our partnership network, in which Woodman holds strategic stakes.

Prime Partners

For a detailed insight in our services, become acquainted with a selection of our well-chosen partners.

Partners

News

Founding of Enabling Qapital AG: Enabling Microfinance Fund (EMF), a USD 100 Mio Fund appoints new Fund Manager and new Investment Advisor

Enabling Qapital AG (EQ) was founded by Remo Oswald, Roger Müller, Chuck Olson, Xavier Pierluca and Woodman Asset Management AG, bringing together a team with significant experience in Impact Investing and especially Microfinance, for a combined 100+ year successful track record.


The EQ Investment Team presents a unique combination of expertise in several subsectors of Impact Investing – Microfinance, Inclusive Finance, Clean Energy, Healthcare and Education to name a few – through a wide range of financial instruments. This allows EQ to maximize the impact for every dollar invested. Enabling Qapital has a global footprint with teams based in Switzerland, Liechtenstein, Africa, Central Asia, East Asia and Latin America.


From May 1st, 2020 the Enabling Microfinance Fund (EMF) has appointed Woodman Asset Management AG as the Fund Manager and Enabling Qapital AG as the Investment Advisor. EMF has a 12-year track record with assets under management of approximately USD 100m.


The objective of the fund is to combine an uncorrelated asset class with historically low volatility and a return of 3–4% above USD LIBOR. Empowering the poor in emerging markets is at the core of the fund. The ultimate goal is to create a positive social and environmental impact alongside a reasonable financial return.


As Chief Investment Officer of Bamboo Finance and Managing Partner at SIMA, Xavier has structured several equity and debt funds for several impact sectors and recently expanded his efforts to impact investing in access to clean energy with the launch of a pioneering fund for the off-grid solar sector.


As a senior bank examiner at the Federal Reserve Bank of New York, a senior member of Deutsche Banks Impact Investment Team, Head of the Investment Team at BlueOrchard and Chief Operating Officer at a boutique frontier investment firm, Chuck developed a track record of more than 12 years in impact investing for emerging markets and more than 25 years working in financial markets.


Together Xavier and Chuck have invested more than USD 3 billion in social ventures via 21 debt and equity impact funds in microfinance, clean energy, insurance and health.


Remo Oswald and Roger Müller were both heavily involved in bringing impact investing, and specifically microfinance, as an asset class onto the radar of professional, as well as private investors in the Swiss market. Together they have raised more than 2 billion in assets in the microfinance and impact investment universe.


Enabling Qapital AG, Moving Money to Meaning.


Remo Oswald, co-founder & managing partner of Enabling Qapital AG:

“Our aim is to be transparent and honest to our investor and together with our Clients we trust in building solid crisis-resistant Microfinance Portfolios over many cycles.”


Chuck Olson, co-founder & managing partner of Enabling Qapital AG:

“I feel very privileged to work with such a dynamic and experienced team of professionals. Together we intend on expanding the universe of investible impact investments while maintaining the quality and transparency of the portfolio.”


Roger Müller, co-founder & managing partner of Enabling Qapital AG:

“With the Enabling Microfinance Fund we have the chance to go back Microfinance’s roots and really make a difference. Contributing to a positive impact for the Micro-Entrepreneur in the Emerging Market is at the core of the Enabling Qapital business model.”


Xavier Pierluca, co-founder & managing partner of Enabling Qapital AG:

“Enabling Qapital aims at building on a robust investment process built over the years with different sectors and instruments to continue to push the impact agenda and tackle the key issues of climate change and inequality of access to essential services and products.”


Patrick Ferrari, CEO of Woodman Group:

“We are delighted to partner with such a competent and experienced team. Being able to apply our financial skills and have a positive social impact not only reconciles our aspirations and personal values but is also responding to a clear client demand.”


Contact:
Enabling Qapital AG
Remo Oswald
remo.oswald@enabling.ch
www.enabling.ch
+41 81 515 04 35


About Woodman

Woodman Asset Management AG is an independent investment boutique, providing family offices and private qualified investors access to complete investment solutions and niche investment opportunities in the public and private markets. Our team consists investment professionals (Zug, Switzerland / London, UK) with profound experience, covering all major assets classes. Woodman was founded in 2010 as multi-family office in Zug, Switzerland and is authorised and regulated by FINMA (Swiss Financial Market Supervisory Authority). In 2019, Woodman transformed itself in an independent investment boutique.

Green Ash is strengthening its liquid investment team and offering

Green Ash Partners LLP (London), a Woodman Group company, is pleased to announce it has expanded its investment team and product offering by welcoming Pentalpha Capital, a London based multi asset & equity manager, into the partnership, creating a $1bn AuM asset manager.


Founded in 2009 by Miles Cohen and Nick Freeman, Green Ash LLP is an independent investment manager (Regulated by the FCA) focused on providing liquid credit portfolio solutions to its institutional & professional client base. In 2017, Green Ash became part of the Woodman Group, a Zug based asset management business in Switzerland, and successfully launched its Global High Yield UCITs fund.


Founded in 2014, Pentalpha is an independent investment manager that has an excellent track record in managing multi asset and equity UCITs funds.


After the transaction is completed, the combined team at Green Ash will manage c.$1bn AuM across fixed income, equity and multi asset investment strategies via managed accounts and UCITs funds. In conjunction with this transaction, Green Ash will be launching a new Sustainable Global Short Duration fund, focusing on providing stable income with limited drawdown, on the back of the firm’s newly developed ESG compliant investment process. The firm will work closely with Woodman, via its strategic partnership, to increase distribution and asset growth across Europe.


Miles Cohen, CEO and co-founder of Green Ash, commented:

“Green Ash are delighted to expand our partnership with a firm of Pentalpha’s calibre and track record. As we build our product offering across asset classes and enhance our team’s capabilities, we reinforce our commitment to deliver first class investment expertise and performance to our client base.”


Roberto Bissoli, CEO of Pentalpha Capital commented:

“Pentalpha Capital’s integration into Green Ash represents a fantastic opportunity to further improve the quality of our offering to investors, leveraging on a team of experienced professionals enjoying a strong reputation. We are very excited by the project and we look forward to a long term and fruitful collaboration.”


Patrick Ferrari, CEO of Woodman Group, commented:

“With Pentalpha’s integration into Green Ash, the Woodman Group is clearly pursuing its strategy which is aiming to strengthen our niche liquid offering for existing Clients and Prospects, leveraging our outstanding investment professionals, whilst enhancing our London presence.”


About Woodman

Woodman Asset Management AG is an independent investment boutique, providing family offices and private qualified investors access to complete investment solutions and niche investment opportunities in the public and private markets. Our team consists investment professionals (Zug, Switzerland / London, UK) with profound experience, covering all major assets classes. Woodman was founded in 2010 as multi-family office in Zug, Switzerland and is authorised and regulated by FINMA (Swiss Financial Market Supervisory Authority). In 2019, Woodman transformed itself in an independent investment boutique.

Patrick Ferrari Woodman’s new Chief Executive Officer. Pascal Boeuf appointed Chief Investment Officer

The Woodman Board of Directors has unanimously appointed Patrick Ferrari as Chief Executive Officer (CEO) of Woodman Asset Management AG by 1st of January 2019. His appointment has been approved on 14th of February 2019 by the Swiss Financial Market Supervisory Authority (FINMA).


Patrick Ferrari succeeds Daniel Aaxman as CEO. Pascal Boeuf has been appointed to the role of Chief Investment Officer (CIO) and will take the responsibility for managing the investment strategy.


Patrick Ferrari holds a master’s degree in law from the University of Zurich, Switzerland, and is also admitted to the Swiss bar. To date his whole career in private banking has been built on a strategy of growth, innovation and entrepreneurship. Originally from Lugano, he acquired many years of experience from his various roles there, in Zurich and Singapore. Most recently he worked in a senior role at Credit Suisse, Zurich as legal counsel, where he contributed to the establishment of a Fund platform and prior to that he spent a number of years in Singapore; firstly, at LGT Bank, as a Member of the Management Committee and then in a fast-growing Multi Family Office, where he led various new business development projects.


Patrick Ferrari, CEO:

“Our team’s vision is to position Woodman as an independent Wealth Manager with a niche investment offering and with a powerful entrepreneurial background. Our strong investment team based in Switzerland, United Kingdom, Denmark and Boston US is covering core and alternative investment solutions. We are unique in our market segment and ready for growth.“


Pascal Boeuf, who has been appointed to the role of CIO, holds a master’s degree in Aeronautical Engineering from Imperial College in London and is also a Chartered Financial Analyst. He is an experienced investment professional and manager of investment teams with a strong performance track record. He started his career in Corporate Finance and then worked for many years at UBS Asset Management as Senior Portfolio Manager and later Head of the German Equities team in London, Zurich and Frankfurt. At UBS his clients included sovereign wealth funds, pension funds, UHNW individuals, banks and retail investors.


Pascal Boeuf, CIO:

“Together with our investment team we are focused on delivering industry leading returns. I am convinced that our Company provides a unique platform that will maintain and attract exceptional investment professionals focused on delivering performance for our clients.”

Cedar Holdings Group announces partnership with Pentagram and Woodman

Cedar Holdings Group Limited (“Cedar”), a Guangzhou home grown private enterprise listed on the Fortune Global 500 and a commodities industry leader, signed a Memorandum of Understanding with Swiss based PENTAGRAM Wealth Management SA (“PENTAGRAM”) and with Woodman Asset Management AG and its UK affiliates (“Woodman”) with the intention to create a market leading independent Sino-Swiss (Cedar·PENTAGRAM·Woodman·Green Ash) Asset Management Platform.


To Cedar Holdings, the establishment of the Platform will help increase its footprints worldwide and improve its international influence. Cedar Holdings will also be able to enhance its asset distribution and management capability in supply chain finance and relevant fields while drawing help from this platform for its potential investment management.


PENTAGRAM and Woodman with its combined Swiss and UK regulated platforms have a strong local capability and reputation and the necessary licenses to manage active liquid asset classes and niche illiquid investments for UHNWI around the world. The common goal is to leverage these abilities, through close cooperation, to the mutual benefit of all parties involved.


Giovanni Zürcher and Alessandro Sonvico (PENTAGRAM) and Patrick Ferrari (Woodman) say: “Together with our partner Cedar we want to build the leading investment platform between China and Switzerland. The new platform offers European investors an easy way to invest into the fast-growing Chinese market. We are delighted to be in a partnership with such a reliable and strong partner in this promising Sino-Swiss project.”


About Cedar

Founded in 1997, Cedar Holdings is a Guangzhou home grown private enterprise listed on the Fortune Global 500 and a commodities industry leader. We ranked 301st on the list of Fortune Global 500 in 2019, with a total revenue of over $40.6 billion.


We are dedicated to building a world-leading commodities company. With “Limited Resources, Unlimited Values” as our development philosophy, we value limited resources and create unlimited values. Today, we are actively driving forward development and operation of the whole commodities chain across the globe, focusing on commodities resources, supply chain services and supply chain finance. While making continuous efforts in developing fine chemicals, new metal materials and commodities, we work on industry investment and its supporting services. We own two A-listed companies - Qixiang Tengda (002408.SZ) and Sinoer (002485.SZ). Headquartered in Guangzhou, we have branches covering Hong Kong, Singapore, Switzerland, Germany, France and the U.S., as well as offices spreading across Asia, Europe and Africa.


We insist on doing business of integrity and giving back to the society through Cedar Foundation. To foster a sustainable life in the future, we are committed ourselves to targeted poverty alleviation, green supply chain, culture preservation, community care and education. We, together with our partners and staff, are well on our way to create a cycle of shared love, making our life greener and better.


After two decades, our business is booming. As one of the most promising private enterprises that emerged from reform and opening-up in China, we stick to our mission - “Insist on Industrial Development and Value Creation for Our Country and Society”. Focusing on commodities as our core business, we strive to reinforce the foundation of Chinese industrial development and create values for our global clients.


About PENTAGRAM

PENTAGRAM Wealth Management SA is a Swiss company, which mainly provides wealth management services and investment advice. PENTAGRAM was founded in 2005 and is a member of the Swiss Association of Asset Managers (SAAM) and of the Alliance of Swiss Wealth Managers (ASV/ASWM).


About Woodman

Woodman Asset Management AG is an independent investment boutique, providing family offices and private qualified investors access to complete investment solutions and niche investment opportunities in the public and private markets. Our team consists of investment professionals (Zug, Switzerland / London, UK) with profound experience, covering all major assets classes. Woodman was founded in 2010 as multi-family office in Zug, Switzerland and is authorised and regulated by FINMA (Swiss Financial Market Supervisory Authority). In 2019, Woodman transformed itself in an independent investment boutique.


About Green Ash

Green Ash Partners LLP was founded in 2009 by Miles Cohen and Nick Freeman and is an independent investment manager (Regulated by the FCA) focused on providing liquid credit portfolio solutions to its institutional & professional client base. In 2017. Green Ash became part of the Woodman Group.