Copernicus Wealth Management SA in Lugano - Fiduciary Ticino

Via al Forte 1 · 6900 · Lugano · Ticino

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Fiduciary servicesTax supportAdvisoryItalian

What you should know

Copernicus Wealth Management SA is a listed fiduciary or accounting provider based in Lugano, canton of Ticino, with reference address Via al Forte 1, 6900, Lugano, TI. The services associated with the company include fiduciary services, tax support, advisory, making it a candidate to review for SMEs, independent professionals, or local companies looking for support in the region. This profile helps prepare a first conversation: check whether the firm covers bookkeeping, year-end closing, tax topics, audit/revision, or advisory work depending on your needs. Public data confirms UID CHE286598153; team size, current capacity, and pricing should be requested directly from the company. Listed languages: it. Listed client segments: PME suisses. Additional public signals: Source officielle Zefix disponible.

  • Location: Lugano (Ticino), address Via al Forte 1, 6900, Lugano, TI.
  • Services to verify with the firm: fiduciary services, tax support, advisory.
  • Additional signals: Source officielle Zefix disponible.
  • Current contact details should be confirmed directly with the company.

Best fit for

  • SMEs and independent professionals around Lugano looking for fiduciary services, tax support, advisory.
  • Companies in the canton of Ticino comparing a local fiduciary provider.
  • Business owners preparing a first conversation about scope, pricing, and accounting tools.

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Prepare your first contact

The directory has not verified the points below. Ask the firm directly — they are what decide whether the engagement fits you.

  • Services actually offered and availability for new mandates.
  • Team size, contact person, and working languages.
  • Fees, engagement terms, accounting tools, and collaboration model.
  • Use this profile as a starting point to compare providers and prepare questions before a first conversation.
Sources and method

The items below show which listing data is backed by an official or public source.

  • Official registryOpen source

    UID number

    CHE286598153

    Manual review is still required before commercial interpretation.

  • Official registryOpen source

    Identified services

    Services fiduciaires · Fiscalité · Conseil

    La Società ha come scopo la prestazione di servizi di ogni genere in e dalla Svizzera nel settore finanziario, in particolar modo la consulenza in materia di investimenti e la gestione patrimoniale per clientela di ogni tipo, compresa l'attività come gestore patrimoniale e consulente per investimenti collettivi di capitale svizzeri ed esteri, l'offerta di investimenti collettivi di capitale, nonché la consulenza e la prestazione di servizi di ogni genere nell'ambito della pianificazione patrimoniale e successoria, della governance familiare, della consulenza aziendale come pure della consulenza e rappresentanza fiscale. Inoltre svolge ogni attività nelle aree d'intervento di un Family Office e di una fiduciaria. La Società è autorizzata quale gestore di investimenti collettivi di capitale ai sensi della Legge federale sugli istituti finanziari (LIsFi). La Società può, in Svizzera e all'e

    Manual review is still required before commercial interpretation.

PME suissesSource officielle Zefix disponible
Claim or correct

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