Our story
Our organisation is distinctive for its innovative, holistic approach focused on the needs of our clientele.
Just as the Tellurium describes the motion of the planets around the Sun, our team places clients in the centre of everything they do.
COPERNICAN REVOLUTION
Copernicus’s discovery, set out in the Tellurium, symbolises the relationship that our organisation establishes with its clients, the focal point of all our services.
Our far-sighted approach and flair for innovation also perfectly embody the revolutionary nature of Copernicus’s theories.
We offer our clients a multidisciplinary team, able to provide solutions for any need.
2016
FOUNDATION
Copernicus Wealth Management & Services SA and Copernicus Asset Management Ltd. are founded in December.
2017
FINMA LICENCE
Just a year after its foundation, Copernicus Wealth Management (formerly Copernicus Asset Management) is licensed to manage collective investment schemes (CISA).
2017
ACQUISITION
The Group acquires Thalia Capital Advisors (formerly Thalìa SA), specializing in the sale and promotion of financial products and services.
2018
CSSF - CBI LICENCE
The Group is licensed to administer collective investment schemes in Luxembourg and Ireland.
2020
MERGER
Copernicus Wealth Management & Services SA and Copernicus Asset Management Ltd. merge to create Copernicus Wealth Management Ltd.
2020
ACQUISITION
The Group acquires Finpartner Financial Services SA, mainly active in the provision of wealth management services to private and institutional clients.
2021
ZURICH
Copernicus Wealth Management opens its Zurich office.