Copernicus Wealth Management and Services

Institutional investor. based in Lugano Switzerland. LP type: Family Office. AUM approximately 3.5 USD billion. Asset class focus: Fund of Funds, Public Equity. Geographic focus: Global. Sectors: office. Active real asset investor

Columbus Private SA is a Geneva, Switzerland-based multi-family office. Established in 2019, the firm invests and manages the wealth of ultra-high-net-worth families, entrepreneurs, multi-generational business owners and select prominent international clients. Headquartered in Geneva, with a representative office in Warsaw, Poland, Columbus Private operates as an independent boutique wealth management and family office platform. The firm provides a wide suite of family office services, including investment management, wealth management, succession planning, family governance, philanthropic coordination, and legal services. The firm collaborates with leading Swiss banks and globally recognized financial institutions to source institutional-grade investment opportunities and sophisticated financial instruments, applying an external manager selection process that emphasizes regulatory quality, institutional due diligence, risk controls, and alignment with client mandates. Columbus Private's asset class focus spans public equities, fixed income, mutual funds, ETFs, structured products, derivatives, private equity and venture capital funds, real estate investments, and insurance linked solutions, complemented by advisory on direct business investments. Through partnerships with top-tier Swiss and international financial institutions, the firm allocates capital to external asset managers and institutional fund platforms while also structuring bespoke vehicles for private market exposure. Its geographic focus is global, leveraging Switzerland as a stable financial hub while implementing cross-border structures for European and international families. Sector exposure is driven by client portfolios and often includes family-owned operating businesses, real estate holdings, and through its dedicated Art & Culture advisory practice, art as an alternative asset class. The firm's investment philosophy emphasizes capital preservation, intergenerational wealth transfer, disciplined risk management, and portfolio diversification across traditional and alternative asset classes.

Sonnenberg Wealth Management is a Zurich-based multi-family office. Established in 2014, providing investment management across fund of funds and private equity.

ICAM & Partners SA, founded in 2009 and based in Lugano, Switzerland, is an independent multi-family office that caters to the unique needs of high net worth individuals and families, focusing on capital advisory and management services.

SwissPath is a Swiss-based independent multi-family office headquartered in Zurich, licensed by FINMA, providing tailored wealth solutions and unique investment strategies across financial markets and private equity. The firm emphasizes personalized service for established clients and active entrepreneurs without specified real estate focus or founding family details.

BCO Swiss Family Office is a Lugano, Switzerland-based multi-family office. Established in 1968, the firm manages and invests the wealth of several high and ultra high net worth families and individuals.