- CFM partners ag advised Zug based Woodman Asset Management on the combination with Pentagram Wealth Management based in Lugano.
- Woodman is an independent investment boutique, providing wealthy individuals & family offices with wealth management services and access to core, niche & sustainable investment strategies.
- Pentagram Wealth Management was founded in 2005 and is present in Lugano and Geneva. It offers wealth and investment management services for private, professional and institutional clients.
- The combined FINMA licensed firm will operate under the Woodman brand. With its 40 employees, and assets under management of CHF 3.5 billion, it wants to further grow its existing presences in Zurich/Zug, Geneva and Lugano.
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