Andrea Azzimonti

Manager – Family Office

Andrea has over ten years of experience in financial consulting and market dynamics analysis.

 

He began his professional career at BNP Paribas, working in the custodian bank division, where he was responsible for calculating the NAV of mutual funds. During this time, he developed advanced expertise in valuing complex financial instruments and analyzing corporate actions.

 

Subsequently, Andrea spent nine years at a leading international family office, providing independent financial advice to businesses and Ultra High Net Worth Individuals (UHNWIs).

In this role, he gained significant experience in analyzing market trends, designing tailored asset allocation strategies, identifying and evaluating investment opportunities, negotiating financial terms with institutions, and coordinating financial counterparties to implement customized investment strategies.

 

Andrea graduated with honors with a Master’s degree in Economics and Management from Università Cattolica del Sacro Cuore. He continued to enhance his professional qualifications alongside his career, successfully passing the CFA Institute’s Level III exam in 2022.

 

Andrea is registered in the Italian Register of Financial Advisors (Albo Unico dei Consulenti Finanziari) in the section dedicated to Independent Financial Advisors (Consulenti Finanziari Autonomi – CFA) (Resolution no. 2596 of 28/10/2024 of Organismo di vigilanza e tenuta dell’Albo Unico dei Consulenti Finanziari).

Founding Partner & CEO

Founding Partner
Founding Partner

Manager – Corporate Finance

Manager – Family Office

Associate – Corporate Finance

Advisor – Corporate Finance

Advisor – Corporate Finance