Delivering innovative solutions
Traditionally Swiss.
Delivering innovative solutions
Traditionally Swiss.
Copernicus Wealth Management
We offer high-profile innovative solutions in Finance and Management. We are fully committed to exceeding client’s expectations, whether private or corporate. Copernicus was founded in 2016 as a result of outstanding Ticino-based professionals joining forces.
Copernicus Wealth Management
We offer high-profile innovative solutions in Finance and Management. We are fully committed to exceeding client’s expectations, whether private or corporate. Copernicus was founded in 2016 as a result of outstanding Ticino-based professionals joining forces.
Le nostre divisioni
Our services
Our services
Our services
Asset Management
We offer both traditional and alternative financial products and services for private and corporate clients. We have an institutional investment set-up, which relies on a multiple prize-winning investment team. We are specialized in the management of complex assets and client portfolios, striving to create value for all stakeholders.
Wealth Management
Developing effective solutions, we cater to the needs of our clients and create long-term added value. We adopt an independent and holistic approach, taking all the client’s requirements and objectives into consideration, in order to put forward integrated, long-lasting solutions. Particular attention is also given to the world in which enterprises operate, offering them the support they require with both strategic development and accounting-administrative tasks.
Risk Management, Legal & Compliance
Our sophisticated risk management systems and processes guarantee operating efficiency and stability at all times, providing our clients with peace of mind when it comes to safety and protection of their assets. We rely on the consolidated skills of our team and the strength of our internal procedures. We keep a constant check on the management of any type of investment or business project, weighing up risks and opportunities.
Private Clients
We benefit from the group’s skills, offering a 360-degree, global financial management and advisory service. We adapt our independent, personalised solutions to the needs of our clients. We guarantee top execution and conflict-free alignment of interests, together with excellent relationships with leading banks and financial intermediaries.
Asset Management
We offer both traditional and alternative financial products and services for private and corporate clients. We have an institutional investment set-up, which relies on a multiple prize-winning investment team. We are specialized in the management of complex assets and client portfolios, striving to create value for all stakeholders.
Wealth Management
Developing effective solutions, we cater to the needs of our clients and create long-term added value. We adopt an independent and holistic approach, taking all the client’s requirements and objectives into consideration, in order to put forward integrated, long-lasting solutions. Particular attention is also given to the world in which enterprises operate, offering them the support they require with both strategic development and accounting-administrative tasks.
Risk Management, Legal & Compliance
Our sophisticated risk management systems and processes guarantee operating efficiency and stability at all times, providing our clients with peace of mind when it comes to safety and protection of their assets. We rely on the consolidated skills of our team and the strength of our internal procedures. We keep a constant check on the management of any type of investment or business project, weighing up risks and opportunities.
Private Clients
We benefit from the group’s skills, offering a 360-degree, global financial management and advisory service. We adapt our independent, personalised solutions to the needs of our clients. We guarantee top execution and conflict-free alignment of interests, together with excellent relationships with leading banks and financial intermediaries.
Asset Management
We offer both traditional and alternative financial products and services for private and corporate clients. We have an institutional investment set-up, which relies on a multiple prize-winning investment team. We are specialized in the management of complex assets and client portfolios, striving to create value for all stakeholders.
Wealth Management
Developing effective solutions, we cater to the needs of our clients and create long-term added value. We adopt an independent and holistic approach, taking all the client’s requirements and objectives into consideration, in order to put forward integrated, long-lasting solutions. Particular attention is also given to the world in which enterprises operate, offering them the support they require with both strategic development and accounting-administrative tasks.
Risk Management, Legal & Compliance
Our sophisticated risk management systems and processes guarantee operating efficiency and stability at all times, providing our clients with peace of mind when it comes to safety and protection of their assets. We rely on the consolidated skills of our team and the strength of our internal procedures. We keep a constant check on the management of any type of investment or business project, weighing up risks and opportunities.
Private Clients
We benefit from the group’s skills, offering a 360-degree, global financial management and advisory service. We adapt our independent, personalised solutions to the needs of our clients. We guarantee top execution and conflict-free alignment of interests, together with excellent relationships with leading banks and financial intermediaries.
About us
About us
About us
Copernicus Wealth Management is a Swiss company offering services in the financial sector as defined by the Federal Act on Financial Institutions (FinIA - CISA/KAG licence).
Copernicus holds a licence for the management of collective assets, recognised by the Swiss Financial Market Supervisory Authority (FINMA), to which it is subject.
We are known for our talents and our institutional approach, sharing a common vision.
Copernicus Wealth Management is a Swiss company offering services in the financial sector as defined by the Federal Act on Financial Institutions (FinIA - CISA/KAG licence).
Copernicus holds a licence for the management of collective assets, recognised by the Swiss Financial Market Supervisory Authority (FINMA), to which it is subject.
We are known for our talents and our institutional approach, sharing a common vision.
Copernicus Wealth Management is a Swiss company offering services in the financial sector as defined by the Federal Act on Financial Institutions (FinIA - CISA/KAG licence).
Copernicus holds a licence for the management of collective assets, recognised by the Swiss Financial Market Supervisory Authority (FINMA), to which it is subject.
We are known for our talents and our institutional approach, sharing a common vision.
START
Copernicus Wealth Management & Services SA and Copernicus Asset Management SA is founded in December 2016, representing the start of the Copernicus Group.
FINMA - CISA AUTHORISATION
In 2017, Copernicus Wealth Management obtains the authorisation to offer Asset Management, Risk Management, Family Office and Wealth Planning services throughout Switzerland.
TAKEOVER
The Group takes over the company Thalia, which becomes Thalia Capital Advisors, specializing in the sale and distribution of financial products and services.
CSSF - CBI Licence
The Group obtains the license to administer Funds in Luxembourg and Ireland.
MERGER
The two companies of the Group - Copernicus Wealth Management & Services SA and Copernicus Asset Management SA - merge to create Copernicus Wealth Management SA.
TAKEOVER
The Group takes over the company Finpartner Financial Services SA, which offers wealth management services for private and institutional clients mainly.
ZÜRICH
Copernicus Wealth Management opens a branch in Zürich.
START
Copernicus Wealth Management & Services SA and Copernicus Asset Management SA is founded in December 2016, representing the start of the Copernicus Group.
CSSF - CBI Licence
The Group obtains the license to administer Funds in Luxembourg and Ireland.
ZÜRICH
Copernicus Wealth Management opens a branch in Zürich.
FINMA - CISA AUTHORISATION
In 2017, Copernicus Wealth Management obtains the authorisation to offer Asset Management, Risk Management, Family Office and Wealth Planning services throughout Switzerland.
MERGER
The two companies of the Group - Copernicus Wealth Management & Services SA and Copernicus Asset Management SA - merge to create Copernicus Wealth Management SA.
TAKEOVER
The Group takes over the company Thalia, which becomes Thalia Capital Advisors, specializing in the sale and distribution of financial products and services.
TAKEOVER
The Group takes over the company Finpartner Financial Services SA, which offers wealth management services for private and institutional clients mainly.
Competence and professionalism are the key elements to secure our market positioning. Moreover, we know how to recognize and tackle changes in the financial industry and beyond. This is paramount for any business leader.
Marco Boldrin | CEO Copernicus Wealth Management SA
Competence and professionalism are the key elements to secure our market positioning. Moreover, we know how to recognize and tackle changes in the financial industry and beyond. This is paramount for any business leader.
Marco Boldrin | CEO Copernicus Wealth Management SA
Competence and professionalism are the key elements to secure our market positioning. Moreover, we know how to recognize and tackle changes in the financial industry and beyond. This is paramount for any business leader.
Marco Boldrin | CEO Copernicus Wealth Management SA
Competence and professionalism are the key elements to secure our market positioning. Moreover, we know how to recognize and tackle changes in the financial industry and beyond. This is paramount for any business leader.
Marco Boldrin | CEO Copernicus Wealth Management SA
Competence and professionalism are the key elements to secure our market positioning. Moreover, we know how to recognize and tackle changes in the financial industry and beyond. This is paramount for any business leader.
Marco Boldrin | CEO Copernicus Wealth Management SA
Competence and professionalism are the key elements to secure our market positioning. Moreover, we know how to recognize and tackle changes in the financial industry and beyond. This is paramount for any business leader.
Marco Boldrin | CEO Copernicus Wealth Management SA
People
The heads of Copernicus Wealth Management
Nadia Casciano
CHAIRMAN | HFO
Marco Boldrin
CEO
Dr. Alen Vukic
CFO
Jörg Zatachetto
CIO
People
The heads of Copernicus Wealth Management
Nadia Casciano
CHAIRMAN | HFO
Marco Boldrin
CEO
Dr. Alen Vukic
CFO
Jörg Zatachetto
CIO
People
The heads of Copernicus Wealth Management
Nadia Casciano
CHAIRMAN | HFO
Marco Boldrin
CEO
Dr. Alen Vukic
CFO
Jörg Zatachetto
CIO
Lugano
Lugano
Copernicus Wealth Management was founded in 2016 with Headquarters in Lugano.
ADDRESS
Copernicus Wealth Management
Via al Forte 1, 6901 Lugano
PHONE
+41 (0) 91 912 97 00
info@groupcopernicus.com
Zurich
Zurigo
The new Zurich office, opened in October 2021, is located in the modern Europaallee area, directly next to the main train station, and serves a local as well as international clientele.
ADDRESS
Copernicus Wealth Management
Europaallee 41, 8021 Zürich
PHONE
+41 (0) 44 214 61 53
info@groupcopernicus.com
Zurich
The new Zurich office, opened in October 2021, is located in the modern Europaallee area, directly next to the main train station, and serves a local as well as international clientele.
ADDRESS
Copernicus Wealth Management
Europaallee 41, 8021 Zürich
PHONE
+41 (0) 44 214 61 53
info@groupcopernicus.com