Copernicus Wealth Administration was based in 2016 and since then the corporate has loved a speedy development. CEO Marco Boldrin, as an excellent Italian, compares the success to the culinary artwork: “As in a cooking recipe, what offers the standard of the top result’s the right combine and steadiness of components. Actually our ambition – and our imaginative and prescient – of being a centre of excellence with regard to monetary providers and changing into a hub for different asset managers inside the Swiss monetary centre and financial system surroundings, is proving decisive.”

CEO: Marco Boldrin

One other key issue that makes development sustainable over time is the entrepreneurial spirit that characterises not solely the companions but additionally the opposite members of the organisation. Final however not least, the crew believes in what they do and the way they do it.

Having grown to a crew of fifty, the corporate has put in place a well-organised delegation course of, sharing and involving colleagues within the decision-making course of. Understanding that it’s the individuals who make the distinction permits them to share accountability and foster a suggestions tradition every day.

Boldrin believes resolutely in not simply assembly, however exceeding purchasers’ expectations:

“That is undoubtedly our aspiration. I consider it’s of utmost significance listening to the shopper and understanding his or her wants in an effort to present with essentially the most acceptable tailored resolution.”

The corporate has definitely met the problem of the current pandemic and has managed a merger, a takeover and additional growth since 2020. I requested him how they’d managed that:

“As is commonly the case, it’s exactly in instances of uncertainty and problem that the most effective alternatives emerge, they usually need to be seized. Believing in a single’s personal imaginative and prescient, enterprise mannequin and capabilities in addition to seeing the change as a possibility and never as a danger is what permits you to navigate even in stormy waters whereas protecting your course in the direction of the vacation spot. Pragmatism, analytical and decision-making abilities, and let’s face it, even a little bit of wholesome entrepreneurial recklessness, have enabled us to pursue our development targets. Even within the present tough worldwide and macroeconomic surroundings, we proceed with our strategy of consolidation and sustainable development.”

Opening an workplace in Zurich has been a significant step in changing into a participant on the Swiss stage, whereas preserving its roots and likewise creating experience and attracting expertise from the South of the Alps. Having an energetic presence in Zurich is crucial to that finish.

Once I requested Boldrin if the corporate’s growth would result in a broader provide of providers, he defined that Copernicus’ development is targeted extra on purchasers than on increasing its vary of merchandise.

Given the Zeitgeist, we at CFI.co are all the time desirous about ESG investments. He expressed enthusiasm on this level:

“ESG points are undoubtedly changing into an increasing number of related, and we too are maintaining with this pattern by creating services which can be in keeping with the market requirements. Apart from this, as an organization we’re additionally instantly concerned in financially supporting environmental and social initiatives within the native space. Final however not least, when it comes to governance, the chairperson of our board of administrators is a girl.”

That Copernicus has managed to develop so exponentially in these turbulent instances demonstrates the dedication and ingenuity of the crew and definitely augurs properly for the longer term.