Azimut Group

A significant step forward for Azimut Group in the United States with the signing of a definitive agreement to acquire 100% of Beanstox Inc. This transaction marks Azimut’s strategic entry into the U.S. direct-to-consumer (D2C) market through the automated investment advisory app of Beanstox, a financial technology company offering an automated internet-based U.S. registered investment advisory (RIA) services through its mobile platform. The company was co-founded in 2018 by investor and 'Shark Tank' personality, Kevin O'Leary, who serves as Chairman, and CEO Connor O'Brien. The transaction is built on strong synergies, combining Azimut’s deep wealth management expertise, its proprietary ETF offerings in the U.S., and its global scale with Beanstox's innovative platform, which will serve as the digital gateway to the Group's business in the country. A strategic combination that seeks to address a significant opportunity in the United States, targeting the approximately 60% of the population, or about 120 million adult Americans, not currently investing. Giorgio Medda, CEO of Azimut Group, comments: "We are excited to work with Kevin, Connor and the team in integrating Azimut's proprietary investment capabilities and resources to enhance and further grow the Beanstox platform, providing its clients with superior value and empowering them to build long-term wealth. This move solidifies Azimut’s position as a true multi-generational, global financial platform, capable of serving clients at every stage of their lives and well-positioned to capitalize on the secular trends of digitalization and financial wellness in the world's largest wealth market." Kevin O'Leary, Co-Founder of Beanstox, said: "Beanstox lets people automatically invest an amount they can afford each week in a personalized portfolio of ETFs built by investment professionals. With Azimut’s backing, we can help many more people getstarted.” Connor O'Brien, CEO and Co-Founder of Beanstox, added: "By sharing knowledge across the Azimut Global Team, we can strengthen our offering, deliver greater value to clients and build a meaningful long-term growth business within the Group.” Read the press release: https://lnkd.in/dGBv76Mv #Azimut #AzimutGroup

Go behind the scenes of Azimut’s Automobile Heritage Enhancement (AHE) fund with Giuseppe Pastorelli, Senior Portfolio Manager at Azimut, and Andrea Modena, Senior Adviser to the AHE Investment Committee, in this deep-dive by Magneto Magazine. AHE has redefined the collector car investment landscape as a unique evergreen fund, combining deep historical preservation with discipline. The fund’s meticulous focus on authenticity and rarity ensures that these cultural monuments are not only preserved for posterity but are positioned to drive long-term value for investors. This is how we turn passion into a structured asset class. Read the full article: link in the first comment #Azimut #AzimutGroup

Over the last few days, the Fed, ECB, and BOJ all delivered a 25bp rate hike, while the BOE kept rates on hold with a hawkish bias. Facing inflation remaining well above target and energy market spillovers, central banks tightened monetary policy to preserve their credibility. Government bonds have borne the brunt, with yields reaching post-Covid highs. However, from a strategic point of view, higher yields improve carry and prospective returns. Short to intermediate maturities provide strong downside protection, while longer-dated bonds offer a highly convex expression to lock in elevated, multi-decade high yields for the long run. Complex market cycles test institutions, but they also unveil the most solid value prospects. Looking beyond volatility with vision and discipline is the key to capturing tomorrow's structural opportunities. Explore the implications: https://lnkd.in/enY-_Fq3 #Azimut #AzimutGroup

Behind the historic leadership of US markets lies a unique ecosystem of competitive advantages. Davide Pascali, Portfolio Manager at Azimut Investments, has analyzed this structural dominance, highlighting how the dollar’s global role, market depth, and energy self-sufficiency enable US companies to finance innovation at exceptionally low costs while attracting the world’s top talent. Today, the most compelling opportunities are concentrated in the commercialization of artificial intelligence, the modernization of the power grid, the reshoring of manufacturing supply chains, and cutting-edge medical therapies. However, in an environment of higher interest rates and strong concentration among technology giants, simple multiple expansion will no longer be enough. In the long term, the winners will be those companies capable of protecting their operating margins and translating technology into tangible productivity gains. #marketingcommunication #Azimut #AzimutGroup

Azimut Group has signed an agreement to acquire the remaining 49% of Kennedy Capital Management LLC, completing the strategic partnership launched in 2022 and bringing its stake to 100%. The transaction confirms the central role of the United States in the Group’s global growth strategy. KCM will continue to operate as an investment boutique specializing in U.S. small and mid-cap equities within Azimut NSI, the integrated asset management and distribution platform established following the acquisition of North Square Investments in 2025. Giorgio Medda, CEO of Azimut Group, comments: "Achieving 100% ownership of Kennedy Capital Management is a natural and exciting milestone in our US expansion strategy. When we first partnered with Don and the KCM team in 2022, we recognized their exceptional ability to generate alpha in the highly competitive US Small and Mid-Cap space." Don Cobin, CEO of Kennedy Capital Management, said: “Azimut has proven to be an excellent partner for Kennedy and its clients. The resources provided have enabled us to attract new talent, launch innovative strategies and invest in client service throughout every stage of the market cycle.” We continue to broaden our horizons to deliver excellence in global, boundaryless active asset management. #Azimut #AzimutGroup

Azimut Automobile Heritage Enhancement (AHE), the world’s first and only evergreen investment vehicle dedicated exclusively to high-value historic cars and hypercars, strengthens its structure with the appointment of Andrea Modena to the Investment Committee as Senior Advisor. A strategic milestone for the project, which recently reached €300 million in AuM as of late June 2026, confirming the strength of an innovative business model capable of combining automotive passion with financial rigor. As Giorgio Medda, CEO of Azimut Group, highlights: “AHE has proven to be a true pioneer in alternative investments, demonstrating that non-traditional asset classes can be managed with institutional-grade financial rigor, discipline, and robust governance. It provides our clients with access to tangible assets that have historically been highly exclusive.” “AHE has built an innovative institutional framework to master this complex landscape. I look forward to leveraging my technical background and industry relationships to maximize the fund’s long-term performance and potential,” states Andrea Modena, CEO of T2P Collection and Senior Advisor to AHE. #Azimut #AzimutGroup

At a time when many investors are reducing exposure to long-term debt, active management can identify asymmetric value. In a recent interview with Bloomberg, Nicolo' Bocchin, Global Co-Head of Fixed Income at Azimut Group, detailed the contrarian investment thesis driving the AZ Bond Value Fund. The strategy actively hunts for deeply discounted "relics" issued during the zero-rate era. Currently trading at an average price of 53 cents on the dollar, these ultra-long, low-to-zero coupon bonds present a unique asymmetric opportunity. “This is a nice environment where you can capture these longer bonds, but at the same time pay very low amounts” Bocchin explained. 👇 Read the full article https://lnkd.in/e9S2yXvP #Azimut #AzimutGroup

With earnings season now behind us, the upcoming central bank meetings—particularly the Fed meeting—could be the next drivers of the market. Warsh’s remarks at Jackson Hole placed a strong emphasis on price stability, stressing again that the “responsibility for 65 months of sustained, elevated inflation sits squarely with the central bank.” Considering that underlying inflationary pressures appear to be intensifying and given the strong emphasis in the speech, it seems very unlikely that the Fed will not follow through with an interest rate hike in September. Furthermore, the stance on the balance sheet remains crucial: as Warsh noted, "unconventional policies to spur economic activity may suit genuine crises but should otherwise be used sparingly, if at all." In a dynamic global economic landscape, deep market insights enable investors to navigate monetary policy shifts and capture long-term strategic opportunities. Explore the implications: https://lnkd.in/ew_VK29g #Azimut #AzimutGroup

Emerging market debt is at the centre of an evolving landscape, shaped by global liquidity, commodity price trends and country-specific dynamics. Jacopo Turolla, CFA, Portfolio Manager at Azimut, explores the main opportunities within the asset class, highlighting the importance of selectivity and fundamental analysis in an increasingly complex environment. Understanding market transformations means identifying opportunities with greater awareness and conviction. #marketingcommunication #Azimut #AzimutGroup

“We maintained excellent commercial momentum in August with 938 million euro in new net inflows. Crossing the 10 billion euro mark in just eight months proves our  distribution strength and ability to execute across different geographies and asset classes. During the month, we  achieved significant milestones. These include a sukuk mandate exceeding 400 million US dollars from a  prominent institutional investor in Saudi Arabia and the successful closing of a nearly 100 million US dollar data  center fund in Brazil by AZ Quest. These alternative and institutional wins remain key drivers of our growth. They  more than offset the ongoing public market outflows in Brazil due to local market dynamics, as well as a  scheduled annual redemption from a Mexican pension fund. As in previous years, the fund will reinvest the  proceeds from participant contributions over the coming months. Furthermore, our strategic affiliates in the US  and Australia continued their organic expansion across their respective markets. We enter the final phase of the  year in an exceptionally strong position, with total assets reaching 159.4 billion euro, up 13 percent since the start  of the year.” With these words, Alessandro Zambotti, CEO and CFO of the Azimut Group, comments on the August inflow data: a result that highlights the global platform's ability to consistently evolve, translating strategic execution into solid value and driving the Group toward ambitious long-term growth horizons. #Azimut #AzimutGroup