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DirectoryFinance & InsuranceFunds & Investment CompaniesZurichCopernicus Wealth Management AG, Zweigniederlassung Zürich
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Copernicus Wealth Management AG, Zweigniederlassung Zürich

Summary

About the company

Copernicus Wealth Management AG, Zweigniederlassung Zürich provides wealth management, asset management and risk management services for private clients, families and entrepreneurs, including discretionary mandates, model portfolios and third‑party fund selection. Services include investment strategy and oversight, consolidated reporting, tax‑efficient structuring, succession planning and the integration of ESG considerations.

AI-generated
Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered4
Wealth Management
Tailored solutions for private individuals, families and entrepreneurs; investment strategies, consolidated reporting, global access to public and private markets, Family Wealth Planning and tax-optimized structuring.
Asset Management
Discretionary mandates and model portfolios with strategic and tactical asset allocation, selection of external funds, sustainability metrics and ongoing performance monitoring.
Family Office Services
Wealth structuring and consolidation, financial governance and coordination, consolidated reporting, succession and inheritance planning, as well as administrative and concierge support.
Risk management
Investment monitoring, comparison with the client profile and risk preferences, risk culture and governance, regulatory oversight and monitoring of operational risk.
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Location

Pelikanstrasse 37
8001 Zurich
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
Branch
UID
CHE-498.310.710
Founded
2024 · 2 years
Last commercial register change
February 24, 2025
Employees
21 to 50

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