Copernicus Wealth Management

Copernicus Wealth Management

Copernicus Wealth Management was established in 2016 by Marco Boldrin and Alen Vukic. The firm provides asset management, risk oversight, and wealth planning to private clients, families, and institutions. It maintains an operating structure through Copernicus Holding SA that includes wholly owned distribution and advisory subsidiaries. The firm allocates across private equity, hedge funds, direct co-investments, and real estate. Confirmed positions include multiple rounds in Carbios, a French biotechnology company developing enzymatic recycling technology, with participation in the 2020 €27 million placement, the 2021 €114 million increase, and the 2023 capital raise. Geographic exposure centers on Europe and the Middle East, with additional real-estate activity in Italy and the United States. Copernicus structures some exposure through Luxembourg and Liechtenstein vehicles and has taken board seats at Italian portfolio companies such as Italian Private Opportunities S.p.A. The firm employs dedicated investment and operations staff and maintains a real-estate portfolio focused on distressed and mixed-use assets. It acquired Thalia Capital Advisors in 2017 and Finpartner Financial Services SA in 2020 to expand distribution and private-client capabilities. March 2024: Copernicus was appointed Investment Manager for WHITE FLEET II, a Luxembourg SICAV. The firm also co-manages the Alpha Opportunities sub-fund launched in October 2023 alongside Midas Wealth Management. Copernicus operates through a holding-company architecture that owns 100 percent of several Swiss and UAE wealth-management entities. This structure allows internal control of marketing, custody relationships, and select operating businesses while preserving regulatory separation between asset-management mandates and proprietary holdings.