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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Copernicus Wealth Management & Services SA and Copernicus Asset Management SA is founded in December 2016, representing the start of the Copernicus Group.
In 2017, Copernicus Wealth Management obtains the authorisation to offer Asset Management, Risk Management, Family Office and Wealth Planning services throughout Switzerland.
The Group takes over the company Thalia, which becomes Thalia Capital Advisors, specializing in the sale and distribution of financial products and services.
The Group obtains the license to administer Funds in Luxembourg and Ireland.
The two companies of the Group - Copernicus Wealth Management & Services SA and Copernicus Asset Management SA - merge to create Copernicus Wealth Management SA.
The Group takes over the company Finpartner Financial Services SA, which offers wealth management services for private and institutional clients mainly.
Copernicus Wealth Management opens a branch in Zürich.
Copernicus Wealth Management & Services SA and Copernicus Asset Management SA is founded in December 2016, representing the start of the Copernicus Group.
The Group obtains the license to administer Funds in Luxembourg and Ireland.
Copernicus Wealth Management opens a branch in Zürich.
In 2017, Copernicus Wealth Management obtains the authorisation to offer Asset Management, Risk Management, Family Office and Wealth Planning services throughout Switzerland.
The two companies of the Group - Copernicus Wealth Management & Services SA and Copernicus Asset Management SA - merge to create Copernicus Wealth Management SA.
The Group takes over the company Thalia, which becomes Thalia Capital Advisors, specializing in the sale and distribution of financial products and services.
The Group takes over the company Finpartner Financial Services SA, which offers wealth management services for private and institutional clients mainly.
Marco Boldrin | CEO Copernicus Wealth Management SA
Marco Boldrin | CEO Copernicus Wealth Management SA
Marco Boldrin | CEO Copernicus Wealth Management SA
Marco Boldrin | CEO Copernicus Wealth Management SA
Marco Boldrin | CEO Copernicus Wealth Management SA
Marco Boldrin | CEO Copernicus Wealth Management SA
Nadia Casciano
CHAIRMAN | HFO
Marco Boldrin
CEO
Dr. Alen Vukic
CFO
Jörg Zatachetto
CIO
Nadia Casciano
CHAIRMAN | HFO
Marco Boldrin
CEO
Dr. Alen Vukic
CFO
Jörg Zatachetto
CIO
Nadia Casciano
CHAIRMAN | HFO
Marco Boldrin
CEO
Dr. Alen Vukic
CFO
Jörg Zatachetto
CIO
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
The new Zurich office, opened in 2021, is located directly on Bleicherweg within Zurich’s Central Business District, only a 5 minute walk away from Paradeplatz.
ADDRESS
Copernicus Wealth Management
Bleicherweg 74, 8002 Zürich
PHONE
+41 (0)44 285 45 00
info@groupcopernicus.com
The new Zurich office, opened in 2021, is located directly on Bleicherweg within Zurich’s Central Business District, only a 5 minute walk away from Paradeplatz.
ADDRESS
Copernicus Wealth Management
Bleicherweg 74, 8002 Zürich
PHONE
+41 (0)44 285 45 00
info@groupcopernicus.com