Woodman Asset Management and Pentagram Wealth Management are delighted to announce that they have decided to join forces to build together an industry-leading wealth management platform with a presence in all main Swiss financial centres – Zurich, Geneva & Lugano.
This decision is the result of intense cooperation between the two companies on different projects over the last few years. Woodman will manage over CHF 3.5 bn AuM, with a team of 40 people.
Patrick Ferrari, CEO of Woodman Asset Management: “This is a landmark acquisition for our organization and for the Independent Wealth Management industry in Switzerland. It unlocks substantial value and growth opportunities driven by greater scale, diversity and balance across investment strategies, and geographies. Our combined strengths will enhance our strategic positioning and long-term growth potential. Woodman will be one of the few Independent Wealth Managers in Switzerland in the three major financial centres. I am proud that a well-established and well-respected company such as Pentagram has decided to join Woodman in order to build together a successful company ready to tackle the challenges our sector faces.”
Alessandro Sonvico, CEO and Partner of Pentagram Wealth Management: “Pentagram Wealth Management’s integration into Woodman represents a fantastic opportunity for further growth in a very competitive environment. The merger will further enhance our position as a leading provider of personalised client services, value-added solutions, and efficient operational support. Together, we are making significant additions to our investment team, thereby demonstrating our commitment to achieve consistently robust investment performance for our clients. The strong fit between our two organisations gives me the utmost confidence that this transaction will create meaningful long-term benefits for our employees and clients. Our clients will benefit from the highest quality of service and enhanced investment capabilities thanks to this powerful combination of experienced, professional teams.”
About Pentagram Wealth Management
Pentagram Wealth Management is a Swiss company, founded in 2005 with offices in Geneva and Lugano. Pentagram provides wealth management services and investment advice for private, professional and institutional clients. Pentagram is a member of the Swiss Association of Asset Managers (SAAM) and of the Alliance of Swiss Wealth Managers (ASV/ASWM).
Woodman is an independent investment boutique, providing wealthy individuals & family offices with wealth management services and access to core, niche & sustainable investment strategies. Woodman’s investment capabilities are built on the expertise of its in-house investment professionals (Zug / London) and a hand-picked network of partners, in which Woodman holds strategic stakes. Woodman was founded in 2010 as multi-family office in Zug, Switzerland and is authorised and regulated by FINMA (Swiss Financial Market Supervisory Authority).