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DirectoryFinance & InsuranceFinancial ServicesLuganoCopernicus Wealth Management SA
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Copernicus Wealth Management SA

Summary

About the company

Copernicus Wealth Management SA provides wealth management, asset management and risk management services for private clients, families and entrepreneurs. Services include portfolio construction, third-party fund selection, investment oversight, consolidated reporting, and the integration of ESG considerations and tax-efficient structuring.

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Products & services

Industry:Financial Services
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Wealth Management
Tailored solutions for private clients, families and entrepreneurs; investment strategy, consolidated reporting, global access, family wealth planning, tax-efficient structuring and sustainable investments.
Asset Management
Portfolio management with discretionary mandates and model portfolios; strategic and tactical allocation, selection of equities, bonds, ETFs and funds, performance monitoring and ESG integration.
Family Office Services
Family office services for structuring and consolidating wealth, financial governance and coordination, consolidated reporting, succession planning, administrative and lifestyle support, risk framework and control.
Risk Management
Investment oversight, alignment with the client's objectives and risk profile, risk governance, regulatory oversight and control of operational risk.
Press

Media

September 3, 2025Media
Copernicus Wealth Management Expands to the Middle East
finews.com

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Location

Via al Forte 1
6900 Lugano
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
Corporation
UID
CHE-286.598.153
Founded
2016 · 10 years
Last commercial register change
July 7, 2026
Employees
21 to 50

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