---
id: 11715
title: "Copernicus Wealth Management: Best Wealth Management Team Switzerland 2023"
award_year: 2023
published: 2023-08-08 15:26:39
published_gmt: 2023-08-08 14:26:39
author: "CFI.co Editorial"
url: "https://cfi.co/awards/europe/2023/copernicus-wealth-management-best-wealth-management-team-switzerland-2023/"
categories: ["Asset Management", "Europe", "Finance"]
content_class: award_rationale
independence_status: independent_editorial
sponsor_disclosure: none
editorial_lens: constructive_positive_lens
historical_status: current_at_publication
correction_status: none
archive_policy: no_delete
provenance_layer: github_versioned
wayback_status: archived
wayback_first_snapshot: 20230923172623
wayback_snapshot_url: "http://web.archive.org/web/20230923172623/https://cfi.co/awards/europe/2023/copernicus-wealth-management-best-wealth-management-team-switzerland-2023/"
license: CFI-OAAL-1.0
content_sha256: b82d71aa3dc07a95f6843dbddb4c8f0aab0dc81dacd36110b0bf83764aa2029f
canonical: 11715-copernicus-wealth-management-best-wealth-management-team-switzerland-2023.json
---

# Copernicus Wealth Management: Best Wealth Management Team Switzerland 2023

> Verbatim archived copy. Canonical machine record: `11715-copernicus-wealth-management-best-wealth-management-team-switzerland-2023.json`.

[video width="1920" height="1080" mp4="https://cfi.co/awards/wp-content/uploads/2023/08/Copernicus-Wealth-Management-1.mp4"][/video]

 
<p style="text-align: justify;">Investors trust Copernicus Wealth Management to make the most of challenging market conditions. The independent financial group is regulated and licensed by the <a href="https://www.finma.ch/en/" target="_blank" rel="noopener">Swiss Financial Market Supervisory Authority</a>. It aspires to become a benchmark financial partner for family office, corporate and institutional clients. The group has been serving clients since 2017, providing a range of asset management, investment advisory and wealth planning services. Copernicus has offices in Lugano and Zurich and plans to open-up in Geneva as well. It inaugurated the Zurich branch in 2021 and brought on new relationship managers to boost asset growth and M&amp;A activity. The group will proceed on plans for Geneva pursuant to market analyses and discussions with potential collaborators. Copernicus celebrates the cultural differences of its staff, who speak a mix of English, Italian and German Swiss. Copernicus has assembled a well-rounded team of professionals to help clients seize opportunities and build safeguards. Internal financial analysts, risk managers and lawyers expand the group’s competencies. Copernicus puts the collective expertise of its workforce in service of client needs. It responded to the market volatility of 2022, which was impacted by continued conflict between Russia and Ukraine, by repositioning the portfolio. Client trust in the group remained steadfast throughout last year’s shaky performance — and was proven justified as Copernicus recovered its position early this year. The CFI.co judging panel congratulates repeat programme winner Copernicus Wealth Management on claiming the 2023 award for Best Wealth Management Team (<a href="https://cfi.co/countries/switzerland/">Switzerland</a>).</p>