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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesLuganoCopernicus Wealth Management SA
Copernicus Wealth Management SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Copernicus Wealth Management SA provides wealth management, asset management and risk management services for private clients, families and entrepreneurs. Services include portfolio construction, third-party fund selection, investment oversight, consolidated reporting, and the integration of ESG considerations and tax-efficient structuring.

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Products & services

Industry:Financial Services
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4.1/5

Copernicus Wealth Management SA

✓ Offered4
Wealth Management
Tailored solutions for private clients, families and entrepreneurs; investment strategy, consolidated reporting, global access, family wealth planning, tax-efficient structuring and sustainable investments.
Asset Management
Portfolio management with discretionary mandates and model portfolios; strategic and tactical allocation, selection of equities, bonds, ETFs and funds, performance monitoring and ESG integration.
Family Office Services
Family office services for structuring and consolidating wealth, financial governance and coordination, consolidated reporting, succession planning, administrative and lifestyle support, risk framework and control.
Risk Management
Investment oversight, alignment with the client's objectives and risk profile, risk governance, regulatory oversight and control of operational risk.
Trust & reputation

ranQ Trust Score of Copernicus Wealth Management SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 58% · As of October 2026

Without public customer reviews the score stays capped.

Copernicus Wealth Management SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Copernicus Wealth Management SA scores 88.1 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.86.512%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.82.07%
Copernicus Wealth Management SA scores 86.7 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).86.722%
Copernicus Wealth Management SA scores 34.3 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.68.64%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.0.04%
Qualifications+0.00

Copernicus Wealth Management SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 58%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Press

Media

September 3, 2025Media
Copernicus Wealth Management Expands to the Middle East
finews.com

Knowledge

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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-286.598.153
Founded
2016 · 10 years
Last commercial register change
September 9, 2026
Employees
21 to 50
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.85.03%
    • Full methodology

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