Azimut

Azimut Group is an independent, publicly listed asset and wealth management group headquartered in Milan, with management and distribution hubs across Europe, Latin America, the United States, the Middle East, and Asia. Its independence from banks, insurance groups, and industrial conglomerates is not incidental — the Group's financial advisors, senior managers, and asset managers collectively represent its largest shareholder bloc, structuring the firm's incentives around client outcomes rather than product distribution targets. For private wealth clients and institutions evaluating an advisory relationship, this ownership architecture is the clearest differentiator.

The wealth management offering centers on a direct link between portfolio managers in global markets and financial advisors working with clients locally. Rather than distributing third-party products through a generic platform, Azimut's advisors draw on internal intelligence from management hubs operating in the same markets where client assets are deployed. The advisory scope covers:

• Retirement and pension planning
• Tax efficiency and generational wealth transfer
• Private market and digital asset integration alongside traditional asset classes
• Unit-linked and private insurance products
• Customised institutional agreements for large or complex mandates

Azimut received the Euromoney "World's Best Independent Wealth Manager" award in 2026, a recognition referenced across the site. The Group reported EUR 526 million in net profit for full-year 2025, with recurring net profit up 20 percent, and EUR 3.7 billion in net inflows in the first two months of 2026. These figures provide some context for the scale of the platform a wealth client would be accessing. Pricing is not disclosed publicly. Clients seeking a technology-native or self-directed investment platform will find this offering less suited to their needs; Azimut operates primarily as a relationship-driven advisory model, not a software product.

• Personalised financial planning and advisory across life stages
• Portfolio construction across public and private asset classes
• Generational wealth transfer and succession planning
• Institutional advisory and customised distribution agreements
• Tax efficiency planning
• Access to private market and digital asset funds

• Integrated management and distribution advisory model
• Global team of portfolio managers across all continents
• Private market fund access
• Digital asset fund access
• Unit-linked and private insurance products
• Private pension funds
• Specialisation training for advisors covering alternative and digital asset classes
• Customised institutional commercial agreements
• Distribution agreements with external global players where internal expertise is limited

Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO), Investment Teams.

Dedicated financial advisors and institutional advisory team; contact via email and phone