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DirectoryFinance & InsuranceHolding CompaniesLuganoCopernicus Holding SA
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Copernicus Holding SA

Summary

About the company

Copernicus Holding SA is a financial holding that provides asset management, wealth management and risk management alongside investment advisory and wealth planning services. Its offerings include discretionary mandates, model portfolios, third‑party manager selection and optional integration of sustainability (ESG) metrics.

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Offering

Products & services

Industry:Holding Companies
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Wealth Management
Tailored wealth management for families and individuals, with a focus on safeguarding assets for future generations.
Asset Management
Advisory on different asset classes and selection of investment funds to support the achievement of financial objectives.
Risk Management
Analysis of market opportunities and the associated risks, supporting the definition of clients' goals and the decision-making process.

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Location

Via al Forte 1
6900 Lugano
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-410.761.775
Founded
2016 · 10 years
Last commercial register change
April 16, 2026
Employees
1 to 10

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