Copernicus Wealth Management SA
Copernicus Wealth Management offers bespoke solutions that combine asset management, estate structuring, and long-term financial planning for private clients, families, and entrepreneurs.
Copernicus Wealth Management SA
Copernicus Wealth Management offers bespoke solutions that combine asset management, estate structuring, and long-term financial planning for private clients, families, and entrepreneurs. The firm provides asset management, risk management, investment advisory, and wealth planning services to high-net-worth individuals, family offices, and institutions globally, with a focus on Switzerland and the Middle East. It operates independently from banks, tailoring strategies to clients' financial goals, risk profiles, and intergenerational wealth preservation.
General information
Firm type
Multi Family Office
Year founded
2016
AUM
—
Location
Region
Europe
Country
—
City
Lugano
Corporate office
—
Frequently asked questions
What is Copernicus Wealth Management SA?
Copernicus Wealth Management SA is a multi family office headquartered in Lugano.
When was Copernicus Wealth Management SA founded?
Copernicus Wealth Management SA was founded in 2016.
Where is Copernicus Wealth Management SA headquartered?
Copernicus Wealth Management SA is headquartered in Lugano, in the Europe region.
What does Altss track for Copernicus Wealth Management SA?
Altss maintains an OSINT-verified profile of Copernicus Wealth Management SA covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Copernicus Wealth Management SA's website?
Copernicus Wealth Management SA's public website is www.groupcopernicus.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Copernicus Wealth Management SA?
Copernicus Wealth Management SA is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on Copernicus Wealth Management SA?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Copernicus Wealth Management SA?
Copernicus Wealth Management SA's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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