Azimut Group
IR presentation
July 2023
Table of Contents | 2 |
About Azimut | 2 |
Asset Management & Distribution | 13 |
AUM & Total Assets evolution
Private Markets development
M&A & partnerships
Azimut Fintech platform
ESG focus
Financials | 46 |
Summary & Outlook | 67 |
Azimut At a Glance
Azimut Group is an independent, global group in the asset
management, wealth management, investment banking and fintech
space, serving private and corporate clients in 18 countries
3
Ticker | AZM IM |
€85.3bn | 170+ | 1,400+ | 400k+ | ~21% | ||
Total | investment | employees | investors | employee | ||
AuM/AuC | professionals | globally | globally | owned | ||
Italy (HQ) | Australia | |||||
Ireland | China | Public Markets | ||||
Luxembourg | Egypt | Hong Kong | ||||
Monaco | Singapore | |||||
Switzerland | Turkey | Taiwan | €78.2bn | |||
UAE | ||||||
Portugal | ||||||
• | Onshore, offshore Funds | |||||
• Discretionary PM & Advisory | ||||||
• Life & Pension Funds | ||||||
Brazil | • | Digital Asset Management | ||||
Chile | ||||||
Mexico | ||||||
USA | ||||||
Private Markets | ||||||
€7.1bn | ||||||
• | Private Equity | |||||
• | Private Debt | |||||
• | Venture Capital | |||||
• Real Assets & Social Infrastructure |
Source: Company data as of 30 June 2023.
Abbreviation: AuM = Assets under Management. AuC = Assets under Custody / Advisory.
Azimut Group: Longevity meets innovation | 4 |
2001 | 2017-2019 | |||
Azimut MBO. | 700 employees | Opening in Dubai, Egypt, Abu | ||
invested, | completed in June | Dhabi, New York | ||
∼ | ||||
2002 | New management team | |||
2004 | ||||
Azimut's IPO (7 July) | ||||
AZ Life Set Up in Ireland | ||||
1988
Azimut is established by Akros Finanziaria
1990-1992
Pietro Giuliani (Chairman) joins the group
1998
Azimut opens Luxembourg investment hub
2011
Opening in China, Turkey, Monaco, Switzerland
2013-15
Expansion to various emerging markets and APAC (Taiwan, Brazil, Singapore, Mexico, Australia)
2015
Expansion to private equity in Italy
Opening in Chile
2020-2022
US Private Market acquisitions and GP seeding business
Azimut Marketplace, Fintech ecosystem & Beewise Investment App
Opening in Portugal
Private Equity Partnership in Turkey
Source: Company data
Azimut Group - Our Business Model is built on five key pillars | 5 |
Long-term strategy
Total Assets have grown at a 13% CAGR since 2004 (year of the IPO)
Net Weighted Average Performance to clients in excess of 70 bps p.a. against the benchmark since 19961 Strong shareholders' agreement with long-term lock-ups
0501
Talent stability
Managing Directors have an average tenure of 10+ years at Azimut
Low management turnover at group
level
Since 2012, Azimut's employee count has grown 10-fold,from 173 at the end of 2012 to more than 1400 in 2023
Manager of one of the first Hybrid Bond Funds and the largest Global Sukuk UCITS fund
2010: became the first European Asset Management Company with Chinese
QFII license
04
02
First fund applying an early SRI approach launched in 1993 2015: launch of first ESG compliant UCITS fund investing in Hybrid Bonds
2022: launched a one of its kind GP Staking fund with direct exposure to emerging private markets managers
Innovation
03
Independence
~21% of the company is owned by employees ~75% of the shares are free floating on Borsa Italiana Largest independent Italian asset manager
2020: signing of UN PRI
As of Jun 2023: € 12.7bn in products that promote ESG characteristics
Sustainability
Source: Company data. Note (1): Calculated on Azimut's Luxembourg funds and Italy Fideuram General Index as benchmark
(Bloomberg: FIDMGEND). Data as of 30/12/1996 - 30/12/2022.
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Azimut Holding S.p.A. published this content on 26 July 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 07 August 2023 10:17:15 UTC.