Copernico SIM, the value of financial advice independent from banking and insurance groups

by Roberta Imbimbo
Founded in Udine in 1999 by Saverio Scelzo and other financial consultants with experience in the sector, Copernico SIM is a financial consultancy company that operates totally independently from banking and insurance groups and, by strategic choice, does not have its own products in order to avoid possible conflicts of interest. In its first 25 years of history, it has managed to excel on the Italian Savings Management scene, thanks to its innovative vision, the quality of its service and the customisation of its offer. Today Copernico SIM is in fact able to offer – to those who wish to be supported in their investment choices by a qualified and reliable partner – the guarantee of a professional management service, tailor-made according to individual needs, an asset management strategy that is based not only on in-depth knowledge of the markets, but also on the ability to analyse the client’s individual objectives and risk profile, in order to propose the most suitable solutions to achieve the set financial goals. The many years of experience gained in the field of financial consultancy, the strength of a highly qualified multidisciplinary team, the ability to work independently from Banking and Insurance groups, in the absence of conflicts of interest and according to the client’s needs, with innovative scientific methodologies that allow proper risk management, are the strengths that have enabled Copernico SIM to assert its leadership in a highly competitive market and to become an important reference point throughout the country,’ says the founder of a future-oriented reality that shines on the market for professionalism, experience and innovation. ‘The choice of financial products is made by considering the individual customer’s ability to bear the risks associated with his investments, based on his experience and objectives over time, and pursuing the highest possible return. Thanks to its organisational and managerial structure, Copernico SIM is now aiming for further growth both by expanding its core business to other strategic activities and through extraordinary operations.