Copernicus Wealth Management: Best Wealth Management Team Switzerland 2022

Copernicus Wealth Management was established six years ago in Ticino, the southern-most canton and largest Italian-speaking region in Switzerland. The group headquarters are located in Lugano, the third-largest financial centre in Switzerland. The group aims to position itself within the country’s top three financial hubs and it opened an office last year in the heart of Zurich’s central business district. Copernicus personalises solutions for private and corporate clients in the areas of asset and wealth management, risk management, legal support and regulatory compliance. The company is driven by a team with experience managing complex portfolios and creating long-term value for all stakeholders. The team talks of the Copernican revolution, which puts the client at the centre of the business. It takes a holistic and entrepreneurial approach to develop solutions that support the real economy. The company has done remarkably well in the relatively short period since its launch. Copernicus CEO Marco Boldrin expects the upcoming year to bring difficult challenges, but feels confident in the team’s capacity to secure its position and protect its clients by recognising and capitalising on changes across the financial industry and beyond. Copernicus Wealth Management operates under the auspices of the Swiss Financial Market Supervisory Authority and is licensed to administer funds in Liechtenstein, Luxembourg and Ireland. The CFI.co judging panel presents Copernicus Wealth Management — a repeat programme winner — with the 2022 Best Wealth Management Team (Switzerland) award.