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Who We Are
Azimut Genesis:
Client Focused Advisory
Azimut Genesis founded in 2000, operated as an independent entity between 2005 and 2020, joining Azimut Group in September. It is a US based Registered Investment Advisor, focused on providing investment advisory services to domestic and Latin American clients, with Brazil, Argentina, Mexico, Peru, United States and others as its main markets. Open and flexible platform, dedicated to meet clients’ needs and objectives through Asset Allocation, Advisory, Discretionary Management, and Portfolio Consolidation.
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11 person team
Founded in 2000
175 clients
US $415 million AUM*
Who We Are
Our Team
Our team is dedicated to providing our clients with the highest quality service and products. We are here to help you every step of the way.
Our DNA
Our DNA
Team
Ethics, character, commitment and professionalism are our team’s mantras. Senior members have been working together for a long time.
Expertise
Our personal background and Latin Financial Markets experience, combined with our presence in the USA, allows us to understand and read markets effectively across the globe.
Neutrality
We strive to achieve our neutral and unbiased advice by trying to avoid any conflict of interest with our investors. For that, Azimut Genesis does not take positions of its own. More
Transactions are executed, at market prices, according to our best execution policy, and with no commissions or mark-ups on our part
Transparency
Easy to understand process and cost structure. We are compensated by our investors directly, not by any undisclosed fees in products or structures. Therefore, our commitment is solely to our clients.
Team
Ethics, character, commitment and professionalism are our team’s mantras. Senior members have been working together for a long time.
Expertise
Our personal background and Latin Financial Markets experience, combined with our presence in the USA, allows us to understand and read markets effectively across the globe.
Neutrality
We strive to achieve our neutral and unbiased advice by trying to avoid any conflict of interest with our investors. Azimut Genesis does not take positions of its own. Transactions are executed, at market prices, according to our best execution policy, and with no commissions or mark-ups on our part
Transparency
Easy to understand process and cost structure. We are compensated by our investors directly, not by any undisclosed fees in products or structures. Therefore, our commitment is solely to our clients.
Our DNA
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Our DNA
Team
Ethics, character, commitment and professionalism are our team’s mantras. Senior members have been working together for a long time.
Expertise
Our personal background and Latin American Financial Markets experience, combined with our presence in the USA, allows us to have a unique view of the markets across the globe.
Neutrality
We provide neutral and unbiased advice by focusing on the clients needs, objective and risk appetite while trying to avoid any conflict of interest with our investors. Azimut Genesis does not take positions of its own. We monitor the execution of transactions to assess for best execution. We do not charge any additional commissions or mark-ups on executed transactions.
Transparency
Easy to understand billing process and cost structure.
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Fully Responsive
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Smooth Animations
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Client Name
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"This is a testimonial from a client. This does not have to be longer than a couple sentences."
Client Name
"This is a testimonial from a client. This does not have to be longer than a couple sentences."
Our Process
Integrated Investment Management Process
Investment Committee
The team meets on an ongoing basis to evaluate the markets and its trends.
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Portfolio Construction
Product analysis and selection to build the desired portfolio that reflects the agreed allocation.
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Execution
Continuous monitoring of the markets, looking for investment opportunities and execution.
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Investor Contact
Constant client contact to review the portfolio performance and strategy.
Learn MoreOfferings & Solutions
AZG Managed Portfolios
AZG Managed Portfolios
AZG Managed Portfolios
- Pre-determined asset allocation strategies that meet different investors objectives and risk profiles.
- Total transparency of positions held in the portfolio.
- Management and execution: Azimut Genesis.
AZG Customized Portfolios
AZG Customized Portfolios
AZG Customized Portfolios
- Strategy and Asset Allocation defined together with the investor and continuously supervised.
- Total transparency of positions held in the portfolio and of fees charged for portfolio management.
- Management and execution: Azimut Genesis.
Client Directed
Client Directed
Client Directed
- Azimut Genesis will provide advice based on client risk tolerance and investment objectives
- Investor is responsible for all investment decisions
- Continuous monitoring and discussion of the markets and of new investment opportunities
- Execution: Azimut Genesis
Reporting and Account Consolidation
Reporting and Account Consolidation
Reporting and Account Consolidation
- Consolidation of several accounts at multiple custodians and beneficiaries for reporting purposes.
- May include accounts that are outside Azimut Genesis advisory services.
- Totally customizable reporting.
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Pricing
If the Millennium Falcon went into light-speed, it'll be on the other side of the galaxy by now.
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Miami, FL 33131
Existing Relationships with the world’s top custodians
Azimut Genesis has the ability to support our clients accounts at the worlds most recognized custodians
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