- CEO
- Lorenzo Sacchi
- Full Time Employees
- 21
- Sector
- Finance
- Industry
- Investment managers
- Address
- Udine Italy
- IPO Date
- Aug 8, 2019
- Business
- Copernico - Societa' Di Intermediazione Mobiliare S.P.A. is an Italy-based independent securities brokerage and financial services company that provides investment advisory, wealth management, and financial product distribution services. Founded in 1999 and headquartered in Udine, Italy, the company operates across the Italian market through a network of licensed financial advisors. Copernico SIM operates an open-architecture investment model and provides core services across several business segments: Investment Advisory and Wealth Planning, comprising fee-based investment advice, holistic financial planning, asset allocation, and wealth preservation solutions for private individuals, high-net-worth families, and institutions; Discretionary Portfolio Management, offering multi-asset discretionary mandates, custom portfolio construction, and risk-targeted asset management strategies; Placement and Distribution of Third-Party Financial Instruments, encompassing mutual funds, open-ended collective investment schemes, exchange-traded funds, alternative investment funds, structured notes, and certificates from international and domestic asset management firms; Order Reception and Transmission, providing execution routing and brokerage access to listed equities, corporate bonds, government securities, and derivative instruments; Insurance and Pension Brokerage, delivering unit-linked policies, multi-vehicle life insurance solutions, capital redemption products, and supplementary pension plans; and Corporate Advisory Services, offering treasury management, financial optimization, and corporate financial planning for small and medium-sized enterprises. In recent developments, Copernico SIM has expanded its distribution network by recruiting senior financial advisors across Northern and Central Italy and forming new distribution alliances with premier global asset managers. The company has introduced specialized sustainable investment lines incorporating environmental, social, and governance criteria aligned with European Union Sustainable Finance Disclosure Regulation standards, implemented advanced digital onboarding and portfolio reporting platforms for clients and advisors, and executed capital optimization programs including share buyback plans on Euronext Growth Milan.