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.

Copernicus Wealth Management

The Lugano office specializes in investment management and financial analysis, focusing on portfolio and risk management.

Lugano

The Zürich office likely focuses on asset management and strategic investments, supporting executive and board functions.

Zürich

Marco Boldrin

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department focuses on managing investment portfolios and analyzing equity opportunities to optimize returns.

Investment Management

This department provides strategic governance and direction for the organization through board oversight and decision-making.

Board Oversight

This department focuses on managing and nurturing relationships with clients to ensure satisfaction and retention.

Client Relations

This department focuses on managing and overseeing air and maritime asset projects to drive strategic initiatives.

Strategic Projects

This department focuses on data analysis and insights to support decision-making across the organization.

Copernicus Wealth Management

Org chart

Teams

Executive Leadership

Investment Management

Board Oversight

Client Relations

Strategic Projects

Analytics Division

Offices

Copernicus Wealth Management

Org chart

Teams

Executive Leadership

Investment Management

Board Oversight

Client Relations

Strategic Projects

Analytics Division

Offices

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