Copernicus Wealth Management SA
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Commodities, Venture Capital, Crypto, ESG and Impact Investing
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United Arab Emirates, Switzerland
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Transportation
- Financial Technology
- Consumer Services
- Industrial Goods
- Basic Materials
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2016
Copernicus Wealth Management SA is a Swiss-based private investment firm specializing in alternative investments across various asset classes and stages. The firm offers comprehensive services in asset management, wealth management, and risk management, operating independently to provide clients with a broad selection of financial products and services. Copernicus Wealth Management SA is authorized as a manager of collective assets under the Swiss Financial Institutions Act (LIsFi).
The firm's investment strategy encompasses a wide range of asset classes, including private equity, real estate, fixed income, hedge funds, commodities, venture capital, crypto, and ESG and impact investing. Copernicus Wealth Management SA engages in investments at various stages, from seed and early-stage to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, the firm focuses on Switzerland and the United Arab Emirates, with offices in Lugano, Zurich, and Dubai.
Copernicus Wealth Management SA's approach is characterized by a disciplined process that combines in-depth analysis, strategic market insights, and continuous oversight. The firm's investment committee actively calibrates portfolio exposures, aligning them with evolving market opportunities and emerging risks. This ensures that each strategy complements and reinforces the others within the client's broader financial universe, supporting long-term wealth creation and preservation.
Requirements
- Focus on alternative investments across various asset classes and stages
- Geographical focus on Switzerland and the United Arab Emirates
- Preference for investments in financial services, real estate, technology, healthcare, consumer goods, energy, telecommunications, media, transportation, industrial goods, materials, utilities, consumer services, basic materials, and financial technology sectors
Contact
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Portfolio Companies
- Swiss Prime Site AG
- Amundi
- Cevian Capital Limited
- Chameleon Asset Management AG
- Citibank (Switzerland) AG
- Clearsight Investments AG
- Climber Capital SA
- COLOMBO WEALTH SA
- COMMERZBANK Aktiengesellschaft
- Commodity Capital AG
- CONINCO Explorers in finance SA
- Controlfida (Suisse) SA
- Corecam AG
- Cornèr Banca SA
- C-Quadrat (Suisse) SA
- CRESCENDO CAPITAL SA
- Cronberg AG
- Cronos Finance SA
- Crossinvest SA
- DCM Systematic SA
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