Woodman

Zug, Switzerland Founded: 2010 • Age: 16 yrs
Woodman is recognized as an independent investment boutique focused on wealth management for high-net-worth individuals and family offices.
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About Woodman

Woodman is a company based in Zug (Switzerland) founded in 2010. It operates as a Professional Services, and Managed Services. Woodman offers products and services including Wealth Management, Family Office Services, Discretionary Services, Advisory Services, and Sustainable Strategies. Woodman operates in a competitive market with competitors including Investec, FNZ, UBS, S&P Global and Bank of America, among others.

  • Headquarter Zug, Switzerland
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Woodman Asset Management Ag
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Woodman

Woodman offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, Discretionary Services, Advisory Services, and Sustainable Strategies. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Wealth is managed for high-net-worth individuals strategically.

Tailored solutions are provided for family wealth needs.

Investment mandates are managed across various asset classes.

Investment advice is offered based on market analysis.

Sustainable investments are structured for social, environmental impact.

Funding Insights of Woodman

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Woodman

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Woodman

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Woodman Comparisons

Employees
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Competitors of Woodman

Woodman operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, UBS, S&P Global and Bank of America, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Financial services are provided globally by UBS for wealth management.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Provider of asset management, pensions, financial planning, health insurance, and mortgages
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Woodman

Frequently Asked Questions about Woodman

When was Woodman founded?

Woodman was founded in 2010.

Where is Woodman located?

Woodman is headquartered in Zug, Switzerland. It is registered at Zug, Zug, Switzerland.

What does Woodman do?

Woodman Asset Management AG is established as an independent investment boutique based in Zug, Switzerland, specializing in wealth management services for wealthy individuals and family offices. Services are provided across core, niche, and sustainable investment strategies. Investment capabilities are developed through in-house professionals located in Zug and London, complemented by a network of strategic partners. Customized portfolios are created to meet client financial goals and risk profiles. Advisory and discretionary services are offered, covering equities, fixed income, and multi-asset strategies. Family office services are tailored to individual family needs, ensuring personalized wealth preservation and growth. Sustainable strategies are integrated to address global challenges with positive social and environmental impact. The company operates within the financial sector, regulated by FINMA, focusing on capital preservation and long-term performance.

Who are the top competitors of Woodman?

Woodman's top competitors include Investec, Goldman Sachs and S&P Global.

What products or services does Woodman offer?

Woodman offers Wealth Management, Family Office Services, Discretionary Services, Advisory Services, and Sustainable Strategies.

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