Why Copernicus

We are a Wealth Management Company consisting of many years experienced specialists, with focus of understanding client needs over multiple topics, offering high-level dedicated services, creating and delivering tailor-made solutions to Wealthy Individuals, Families, and institutional clients. We wish to make our clients life’s easier by supporting them.

Scroll down

Independence

As we are totally independent, we can support our neutrally when providing support, advising, and evaluating solutions.

Trust & Discretion

We see us as a trusted partner of our clients, acting on behalf of their interest with absolute discretion.

Our approach

Better decisions

Our experienced team will analyse your overall financial situation to identifying and evaluating possible risks and to increase your level of comfort for any kind of future decisions.

Greater attention

With our network and knowledge, we help you setting priorities. You can avoid errors when dealing with banks, advisors, and investment decisions.

Overview

We help you to reduce complexity by undertaking your administration and accounting, which has proven that we can also reduce overall costs and increase transparency.

Stability

We focus on creating value over generations. Through overseeing your wealth and managing assets by a defined strategy for various parts of your capital, we are committed to excellence management.

Selection

As independent advisors with a broad network, we take responsibility selecting and coordinating additional specialist needed while staying in control of the overall concept.

Entrepreneurial outlook

An ally at your side. Thanks to the professional expertise of our staff and our wide network of contacts, our client support is tailored to provide skilled entrepreneurial Management advice, from business launch to daily operations.

Venti35 project

Venti35 project

Copernicus partners with ferry service operator Società di Navigazione del Lago di Lugano, in its venti35 project, which aims to convert the entire fleet to the usage of renewable energy.

Environmental sustainability

Environmental sustainability

A new mineral water enterprise that aims to build an eco-friendly brand, with values that convey the purity and quality of its production area.

Fashion and Design

Fashion and Design

Copernicus' interest in the fashion industry represents the right opportunity to support businesses that embody Italian creativity and quality in the consolidation of their growth towards global players.

why-copernicus coaching--large
why-copernicus coaching--large

Coaching

We support clients in the handover of businesses to future generations, to guarantee a smooth, sound transition. We draw on the outstanding professional know-how of our staff and partners to plan mentoring, support and training, enabling clients to continue to develop their business and grow its value.