Azimut Group

IR presentation

May 2023

Table of Contents

2

• About Azimut

2

• Asset Management & Distribution

11

  • AUM & Total Assets evolution
  • Private Markets development
  • M&A & partnerships
  • Azimut Fintech platform
  • ESG focus

• Financials

41

• Summary & Outlook

61

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

€83.0bn

Total

AuM/AuC

320+

investment

professionals

1,400+

employees

globally

400k+

investors globally

~21%

employee

owned

Public Markets

€76.2bn

  • Onshore, offshore Funds
  • Discretionary PM & Advisory
  • Life & Pension Funds
  • Digital Asset Management

Private Markets

€6.8bn

  • Private Equity
  • Private Debt
  • Venture Capital
  • Real Assets & Social Infrastructure

Source: Company data as of 31 March 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

~20%+ 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 Dec 2022: € 11.9bn in products that promote ESG characteristics

Sustainabilty

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 15 May 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 15 May 2023 16:04:09 UTC.