Our Group
A center of excellence in Asset Management, Wealth Management, and Risk Management with a strong presence in both Switzerland and Dubai. Our commitment is to deliver exceptional, client-centered financial solutions tailored to meet the diverse needs of our global clientele.
Founded in December 2016, Copernicus is an independent financial group with offices in Lugano, Zurich and Dubai, majority-owned by its founding partners. The Group includes Copernicus Wealth Management, Thalia Capital Advisors, and Copernicus Wealth Management (Middle East).
The Group Board of Directors
In 2017, Copernicus Wealth Management obtained a license under the Collective Investment Schemes Act (CISA) from the Swiss Financial Market Supervisory Authority (FINMA).
Copernicus offers services in Asset Management, Risk Management, Investment Advisory, and Wealth Planning, operating independently from banks or other financial institutions to provide clients with unrestricted choice in financial products and services.
Acquired in 2017, Thalia Capital Advisors is responsible for marketing and distributing financial services within the Group.
Its mission is to raise awareness of the Group's funds, products, and services among Family Offices, banks, insurance companies, and pension funds.
Thalia Capital Advisors also shares the Group’s expertise with professional counterparties and promotes selected third-party products.
Finpartner Financial Services Ltd., acquired by the Group in 2020, is a wealth management company founded in 2005, serving private clients and families with a focus on asset management.
As part of the Group’s ongoing integration and simplification initiatives, Finpartner Financial Services Ltd. is being integrated into Copernicus Wealth Management Ltd. as of 30 June 2026, with retroactive effect from 1 January 2026. The integration further strengthens the Group’s wealth management platform and supports the consolidation of services, processes and client coverage within Copernicus Wealth Management Ltd.
Based in the prestigious Dubai International Financial Centre (DIFC), Copernicus Wealth Management (Middle East) is our newest subsidiary, dedicated to serving clients across the Middle East.
Strategically located to offer specialized wealth management solutions in one of the world’s most dynamic financial hubs, this entity will cater to the unique needs of the region's clients.
Copernicus Wealth Management (Middle East) has obtained a Level 3C License from DIFC in 2025, further enhancing our ability to deliver comprehensive financial services and expand our reach in the Middle East.
