Swiss centre of excellence for innovation-oriented Asset Management, Wealth Management, Risk Management and family office financial services.
Founded in December 2016, Copernicus is an independent financial group with offices in Lugano and Zurich. The Group is majority-owned by its founding partners. The Group currently comprises of Copernicus Wealth Management, Finpartner Financial Services and Thalia Capital Advisors.
In 2017, Copernicus Wealth Management obtained its licence for the Collective Investment Schemes Act (CISA) by the Swiss Financial Market Supervisory Authority (FINMA).
The offer of Copernicus includes Asset Management, Risk Management, Family Office, Investment Advisory and Wealth Planning services.
Copernicus Wealth Management acts independently of banks or other financial entities with complete freedom of choice of financial products and services.
Thalia Capital Advisors, a company acquired in 2017, markets and distributes financial services for the Group.
The mission of Thalia Capital Advisors is to raise awareness of the Group’s funds, products and services among other Family Offices, banks, insurance companies and pension funds. Thalia Capital Advisors delivers the Group’s entire know-how to selected professional counterparties and also promotes third-party products considered of interest to its clients.
Finpartner Financial Services SA was acquired in 2020. Finpartner is a Wealth Management company for individual customers and families, founded in 2005 and specialized in Asset Management.
With this acquisition, the Group further strengthens its Private Banking activities.