Our story

Our organisation is distinctive for its innovative, holistic approach focused on the needs of our clientele.

Just as the Tellurium describes the motion of the planets around the Sun, our team places clients in the centre of everything they do.

COPERNICAN REVOLUTION

Copernicus’s discovery, set out in the Tellurium, symbolises the relationship that our organisation establishes with its clients, the focal point of all our services.

Our far-sighted approach and flair for innovation also perfectly embody the revolutionary nature of Copernicus’s theories.

We offer our clients a multidisciplinary team, able to provide solutions for any need.

A Swiss tradition

We have always operated as professional aggregators of skills and values. Recent past has proven the success of this growth model: we newly opened a Zurich office and currently employ a total of about 50 people.

2016
FOUNDATION

Copernicus Wealth Management & Services SA and Copernicus Asset Management Ltd. are founded in December.

2017
FINMA LICENCE

Just a year after its foundation, Copernicus Wealth Management (formerly Copernicus Asset Management) is licensed to manage collective investment schemes (CISA).

2017
ACQUISITION

The Group acquires Thalia Capital Advisors (formerly Thalìa SA), specializing in the sale and promotion of financial products and services.

2018
CSSF - CBI LICENCE

The Group is licensed to administer collective investment schemes in Luxembourg and Ireland.

2020
MERGER

Copernicus Wealth Management & Services SA and Copernicus Asset Management Ltd. merge to create Copernicus Wealth Management Ltd.

2020
ACQUISITION

The Group acquires Finpartner Financial Services SA, mainly active in the provision of wealth management services to private and institutional clients.

2021
ZURICH

Copernicus Wealth Management opens its Zurich office.