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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.

Rodrigo Rego
Founder & CEO
Larice Lima
Chief Operations Officer
André Leão
Chief Investment Officer
Carlos Gonzalez
Chief Compliance Officer
Stefano Biasini
Operations Specialist
Stephanie Cesar
Senior Wealth Advisor
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

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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Our Process

Integrated Investment Management Process

01
Investment Committee

The team meets on an ongoing basis to evaluate the markets and its trends.

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02
Portfolio Construction

Product analysis and selection to build the desired portfolio that reflects the agreed allocation.

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03
Execution

 Continuous monitoring of the markets, looking for investment opportunities and execution.

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04
Investor Contact

Constant client contact to review the portfolio performance and strategy.

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Offerings & Solutions

01

AZG Managed Portfolios

AZG Managed Portfolios

AZG Managed Portfolios

02

AZG Customized Portfolios

AZG Customized Portfolios

AZG Customized Portfolios

03

Client Directed

Client Directed

Client Directed

04

Reporting and Account Consolidation

Reporting and Account Consolidation

Reporting and Account Consolidation

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Choose Your Plan

Pricing

If the Millennium Falcon went into light-speed, it'll be on the other side of the galaxy by now.

Freelancer
$29
// per month
10 Projects
100 Pages
Custom Domain
Password Protection
Standard Support
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Agency
$59
// per month
100 Projects
5000 Pages
Custom Domain
Password Protection
24/7 Support
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Corporate
$199
// per month
Unlimited Projects
Unlimited Pages
Custom Domain
Password Protection
Priority Support
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In doubt? Check out FAQ and don’t hesitate to contact us.
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1450 Brickell Ave. Suíte 2610
Miami, FL 33131
Phone Number: +1 786.866.3700
Existing Relationships with the world’s top custodians

Azimut Genesis has the ability to support our clients accounts at the worlds most recognized custodians