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Woodman Asset Management
Woodman Asset Management was established in 2010 in Zug. Patrick Ferrari serves as chief executive. The firm provides wealth management and advisory services...
Woodman Asset Management
Woodman Asset Management was established in 2010 in Zug. Patrick Ferrari serves as chief executive. The firm provides wealth management and advisory services to European entrepreneurial families and maintains no single disclosed wealth source. Investment activity spans hedge funds, private equity, real estate and direct co-investments or SPVs. Confirmed holdings include positions in NVBOTS and Moneymeets from earlier venture rounds. The firm also manages niche real-estate strategies focused on student housing, flexible living spaces and warehousing across Europe. Geographic reach covers Europe, North America, Asia, the Middle East, Oceania, Africa and South America. Liquidity terms are daily for certain vehicles. The firm employs in-house professionals in Zug and London. It maintains memberships in the Swiss Association of Asset Managers, the Alliance of Swiss Wealth Managers and the Asset Management Association Switzerland. In April 2023 Stefano Veri, former Global Head of UBS External Asset Managers, joined the board. Service providers include PwC as auditor and Credit Suisse entities for custody and administration. Woodman operates as a FINMA-regulated asset manager that executes both advisory mandates and proprietary direct deals. Ownership of Pentagram Wealth Management and a stake in Green Ash Partners LLP create an integrated platform for European and UK clients rather than a pure external-fund selection model.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zug
Corporate office
Poststrasse 26, 6300 Zug, Switzerland
Additional offices
London
Principals
Patrick Ferrari
CEO
Alan Mudie
CIO
Stefano Veri
Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Woodman Asset Management?
Patrick Ferrari serves as CEO and Alan Mudie serves as CIO. Stefano Veri sits on the board.
Does Woodman Asset Management participate in fund commitments or only direct deals?
The firm runs both discretionary mandates that include fund interests and a direct co-investment program. It has executed early-stage venture deals and real-estate SPVs.
What investment stages does Woodman Asset Management typically target?
Growth equity is the confirmed stage focus. The firm also pursues value-add and opportunistic real-estate strategies.
Which sectors does Woodman Asset Management explicitly avoid?
The firm maintains a hard exclusion on US persons. No other sector exclusions are disclosed in available records.
How is Woodman Asset Management related to Pentagram Wealth Management?
Woodman acquired Pentagram Wealth Management in January 2022. The transaction added Geneva and Lugano offices and CHF 3.5 billion in assets.
Where does the underlying wealth come from?
No single family or industry source is publicly disclosed. The client base consists of European entrepreneurial families.
Does Woodman Asset Management maintain philanthropic structures?
The firm offers philanthropic and mission-related investing mandates. No separate foundation vehicle is identified in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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