Copernicus Wealth Management Employee Directory

Investment ManagementSwitzerland11-50 Employees

Tailored Financial Solutions for Your Needs: 
Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of wealth creation, preservation, and growth. With a foundation rooted in Swiss excellence, we provide personalized financial services designed to meet your unique goals.
 
Our expertise includes:
- Wealth Management: We help you build a legacy that lasts. From strategic planning to portfolio management, we offer solutions that grow and protect your wealth over time.

- Asset Management: Enhance your investment strategy with expert advice. We provide access to a wide range of investment funds and tailor-made portfolios to meet your financial objectives.

- Risk Management: We help you balance growth and security with in-depth analysis of market trends and risks. Our team ensures that your strategies align with your goals and risk tolerance, giving you confidence in every decision.

At Copernicus Wealth Management, we blend innovation with the expertise of industry professionals to provide unparalleled service. Our independence from banks and financial institutions allows us to focus solely on your needs, offering unbiased solutions to help you succeed.
 
We place our clients at the center of everything we do, ensuring your financial journey is as unique as you are.

Discover how we can reshape your wealth management experience with solutions tailored to your goals.

Find Copernicus Wealth Management employees' phone numbers or email addresses

Copernicus Wealth Management Global Highlights

Location
Employees

Europe
31

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  • Switzerland
    27
  • Italy
    4

Asia
3

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  • United Arab Emirates
    3

Copernicus Wealth Management's Leadership

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    T. W.
    Chief Investment Officer & Member Of The Executive Board
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    C. A.
    Head Of Risk Management
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    N. C.
    Head Of Wealth Management Division
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    M. H.
    Senior-Partner
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    M. B.
    Co-Fondatore & Ceo
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    G. V.
    Senior-Partner
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    Y. S.
    Co-Deputy Cio & Head Of Quantitative Research
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  • Stylized image of a person
    N. S.
    Hr Director
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Contact profiles from Copernicus Wealth Management

Name
Title
Contact Info
Location
Last Update
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    T. W.
    Chief Investment Officer & Member Of The Executive Board
    Phone icon
    SwitzerlandZurich
    Jun 01, 2025
  • Stylized image of a person
    M. H.
    Senior-Partner
    Phone icon
    Switzerland
    Apr 23, 2025
  • Stylized image of a person
    M. B.
    Co-Fondatore & Ceo
    Phone icon
    SwitzerlandTicino
    Jun 20, 2025
  • Stylized image of a person
    G. V.
    Senior-Partner
    Phone icon
    SwitzerlandZurich
    Jul 20, 2025
  • Stylized image of a person
    Y. S.
    Co-Deputy Cio & Head Of Quantitative Research
    Phone icon
    SwitzerlandZurich
    Oct 19, 2025
  • Stylized image of a person
    C. A.
    Head Of Risk Management
    Phone icon
    SwitzerlandTicino
    Oct 24, 2025
  • Stylized image of a person
    N. C.
    Head Of Wealth Management Division
    Phone icon
    SwitzerlandTicino
    Jul 19, 2025
  • Stylized image of a person
    N. S.
    Hr Director
    Phone icon
    SwitzerlandTicino
    Jul 15, 2025
  • Stylized image of a person
    L. L.
    Fund Manager And Analyst
    Phone icon
    SwitzerlandTicino
    Jun 15, 2025
  • Stylized image of a person
    A. M.
    Portfolio Manager And Analyst
    Phone icon
    SwitzerlandTicino
    Oct 25, 2025

Frequently Asked Questions

What is Copernicus Wealth Management known for?

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Copernicus Wealth Management was founded in 2016 operates in the Investment Management industry. The company's main headquarters is located in Via al Forte 1, Lugano, Ticino 6900, CH. Explore Copernicus Wealth Management's company overview page for more information.

What is Copernicus Wealth Management's most common email format?

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Copernicus Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Copernicus Wealth Management email formats with LeadIQ.

How many employees does Copernicus Wealth Management have currently?

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Copernicus Wealth Management has approximately 36 employees as of October 2025. These team members are located across 2 continents, including EuropeAsia.

Who are Copernicus Wealth Management's key employees and leadership?

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As of October 2025, Copernicus Wealth Management's key employees include:

  • Chief Investment Officer & Member Of The Executive Board: T. W.
  • Head Of Risk Management: C. A.
  • Head Of Wealth Management Division: N. C.
  • Senior-Partner: M. H.
  • Co-Fondatore & Ceo: M. B.

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