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VerifiedInvestment Management· Founded 2016

Copernicus Wealth Management

Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of wealth creation, preservation, and growth. With a foundation rooted in Swiss excellence, we provide personalized financial services designed to meet your unique goals. Our expertise includes- Wealth Management: We help you build a legacy that lasts. From strategic planning to portfolio management, we offer solutions that grow and protect your wealth over time- Asset Management: Enhance your investment strategy with expert advice. We provide access to a wide range of investment funds and tailor-made portfolios to meet your financial objectives- Risk Management: We help you balance growth and security with in-depth analysis of market trends and risks. Our team ensures that your strategies align with your goals and risk tolerance, giving you confidence in every decision. At Copernicus Wealth Management, we blend innovation with the expertise of industry professionals to provide unparalleled service. Our independence from banks and financial institutions allows us to focus solely on your needs, offering unbiased solutions to help you succeed. We place our clients at the center of everything we do, ensuring your financial journey is as unique as you are. Discover how we can reshape your wealth management experience with solutions tailored to your goals.

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Employees37(11 to 50)Founded year2016Websitegroupcopernicus.comLinkedIn profileLinkedIn

Verified contacts

36

available on Kipplo

LinkedIn employees

37

11 to 50 range

Open roles

no listings

Distinct roles

25

indexed titles

Tech stack

1

tools in use

Monthly traffic

187

organic / mo

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36 contacts with verified email or phone · masked until revealed.

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Top roles at Copernicus Wealth Management

25 distinct titles indexed · top 10 shown.

  • 2chief operating officer (coo)
  • 2junior portfolio manager
  • 2manager of air and maritime assets and strategic projects director
  • 2member, board of directors
  • 2portfolio manager
  • 1associate director
  • 1co-deputy cio & head of portfolio management
  • 1co-deputy cio & head of quantitative research
  • 1co-fondatore & ceo
  • 1executive director - compliance officer & mlro
  • +15more titles

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