AZIMUT HOLDING S.P.A. 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.
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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.
