Insights

Growth via Strategic Hires Recent key hires such as Daniel Savary as head of wealth management and Thomas Wille as chief investment officer indicate a focus on strengthening leadership and expanding service offerings, presenting opportunities for tailored technology or consulting solutions to support their growth initiatives.

Acquisition Expansion The company's acquisition of Thalìa SA highlights a strategic move into alternative investments and hedge funds, opening avenues to offer specialized financial products, risk management tools, or advisory services to integrate and enhance their expanded portfolio capabilities.

Client-Centric Approach With a strong emphasis on unbiased, personalized wealth management rooted in Swiss tradition, there’s potential to provide customer engagement platforms, personalized analytics, or digital client portals that reinforce their commitment to tailored service.

Technological Infrastructure Utilizing modern tools like React, Google Analytics, and Floating UI, Copernicus Wealth Management is open to innovative tech partnerships, especially in areas like data analytics, user experience enhancement, and cybersecurity to support their digital growth.

Market Position & Competitiveness Operating in a competitive landscape with firms like BlackRock and J.P. Morgan, Copernicus Wealth Management could benefit from strategic services such as market intelligence, portfolio analytics, or compliance solutions to strengthen their competitive edge and client offerings.

Copernicus Wealth Management Tech Stack

Copernicus Wealth Management uses 8 technology products and services including cdnjs, React, jQuery, and more. Explore Copernicus Wealth Management's tech stack below.

  • cdnjs
    Content Delivery Network
  • React
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Floating UI
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Nginx
    Web Servers

Copernicus Wealth Management's Email Address Formats

Copernicus Wealth Management uses at least 1 format(s):
Copernicus Wealth Management Email FormatsExamplePercentage
First.Last@groupcopernicus.comJohn.Doe@groupcopernicus.com
50%
First.Last@groupcopernicus.comJohn.Doe@groupcopernicus.com
50%

Frequently Asked Questions

Where is Copernicus Wealth Management's headquarters located?

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Copernicus Wealth Management's main headquarters is located at Via al Forte 1, Lugano, Ticino 6900, CH. The company has employees across 2 continents, including EuropeAsia.

What is Copernicus Wealth Management's official website and social media links?

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Copernicus Wealth Management's official website is groupcopernicus.com and has social profiles on LinkedIn.

What is Copernicus Wealth Management's NAICS code?

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Copernicus Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Copernicus Wealth Management have currently?

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As of October 2025, Copernicus Wealth Management has approximately 36 employees across 2 continents, including EuropeAsia. Key team members include Chief Investment Officer & Member Of The Executive Board: T. W.Head Of Risk Management: C. A.Head Of Wealth Management Division: N. C.. Explore Copernicus Wealth Management's employee directory with LeadIQ.

What industry does Copernicus Wealth Management belong to?

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Copernicus Wealth Management operates in the Investment Management industry.

What technology does Copernicus Wealth Management use?

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Copernicus Wealth Management's tech stack includes cdnjsReactjQueryFloating UIGoogle Tag ManagerGoogle AnalyticsGoDaddyNginx.

What is Copernicus Wealth Management's email format?

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Copernicus Wealth Management's email format typically follows the pattern of First.Last@groupcopernicus.com. Find more Copernicus Wealth Management email formats with LeadIQ.

When was Copernicus Wealth Management founded?

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Copernicus Wealth Management was founded in 2016.

Copernicus Wealth Management

Investment ManagementSwitzerland11-50 Employees

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.

Section iconCompany Overview

Headquarters
Via al Forte 1, Lugano, Ticino 6900, CH
NAICS Code
5239 - Other Financial Investment Activities
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Copernicus Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Copernicus Wealth Management's revenue is estimated to be in the range of $1M$10M

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