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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFunds & Investment CompaniesZurichCopernicus Wealth Management AG, Zweigniederlassung Zürich
Copernicus Wealth Management AG, Zweigniederlassung Zürich Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Copernicus Wealth Management AG, Zweigniederlassung Zürich provides wealth management, asset management and risk management services for private clients, families and entrepreneurs, including discretionary mandates, model portfolios and third‑party fund selection. Services include investment strategy and oversight, consolidated reporting, tax‑efficient structuring, succession planning and the integration of ESG considerations.

AI-generated
Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered4
Wealth Management
Tailored solutions for private individuals, families and entrepreneurs; investment strategies, consolidated reporting, global access to public and private markets, Family Wealth Planning and tax-optimized structuring.
Asset Management
Discretionary mandates and model portfolios with strategic and tactical asset allocation, selection of external funds, sustainability metrics and ongoing performance monitoring.
Family Office Services
Wealth structuring and consolidation, financial governance and coordination, consolidated reporting, succession and inheritance planning, as well as administrative and concierge support.
Risk management
Investment monitoring, comparison with the client profile and risk preferences, risk culture and governance, regulatory oversight and monitoring of operational risk.
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4.1/5

Copernicus Wealth Management AG, Zweigniederlassung Zürich

Trust & reputation

ranQ Trust Score of Copernicus Wealth Management AG, Zweigniederlassung Zürich: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Copernicus Wealth Management AG, Zweigniederlassung Zürich has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Copernicus Wealth Management AG, Zweigniederlassung Zürich scores 72.0 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.64.612%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.82.07%
Copernicus Wealth Management AG, Zweigniederlassung Zürich scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Copernicus Wealth Management AG, Zweigniederlassung Zürich scores 68.6 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.68.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Copernicus Wealth Management AG, Zweigniederlassung Zürich reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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Location

Pelikanstrasse 37
8001 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-498.310.710
Founded
2021 · 5 years
Last commercial register change
February 24, 2025
Employees
21 to 50
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.76.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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