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.
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.
Copernicus Wealth Management & Services SA and Copernicus Asset Management Ltd. are founded in December.
Just a year after its foundation, Copernicus Wealth Management (formerly Copernicus Asset Management) is licensed to manage collective investment schemes (CISA).
The Group acquires Thalia Capital Advisors (formerly Thalìa SA), specializing in the sale and promotion of financial products and services.
CSSF - CBI LICENCE
The Group is licensed to administer collective investment schemes in Luxembourg and Ireland.
Copernicus Wealth Management & Services SA and Copernicus Asset Management Ltd. merge to create Copernicus Wealth Management Ltd.
The Group acquires Finpartner Financial Services SA, mainly active in the provision of wealth management services to private and institutional clients.
Copernicus Wealth Management opens its Zurich office.