The world of wealth today is far different than it was a generation or two ago. And it is different because the way we live is different.

We are global beings. Our roots are everywhere. And we are mobile to an extent never before seen, at home in different countries, with business interests spread across the map, and children educated at schools around the world.

This is global wealth, and global wealth demands a management sensibility and expertise that is finely tuned to the nuances of 21st- century internationalism.

This is why Azure Wealth exists. And it is why clients from around the world rely on us.

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"What if" stokes the capacity to think of something new, even something radically different. Or it makes someone rethink everything in light of a new variable. "What if" gives license to run the numbers until they present a convincing argument in black and white or until they run dry. "What if" is either the start of a thrilling conversation or a stop-dead-in-your-tracks realization.

Many of our clients started from modest beginnings and achieved their success by asking that question.

"What if" makes all the difference in the world in investing as well. And it's what we ask every day

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Our clients face complex financial decisions--from selling a business, to planning an enduring legacy. Responding effectively to these concerns demands far more than commoditized strategies.

Large firms speak of scale and scope, but may offer a more uniform approach to investment planning than some individuals require. Smaller firms contend that they are focused entirely on you, the client. While that may be true, they are often limited in terms of the ideas and resources they can deliver.

The aim, of course, is to find a firm that is big enough to bring to bear all the highest calibre of talent and capabilities while being small enough to ensure that service is unrelentingly personal.

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What clients want....

It will come as no surprise that the number one goal of wealth management is to preserve and protect wealth. A lifetime of hard work must be safeguarded. Most people seek to maintain a balance of adequate liquidity and stable returns even in times when markets seemingly have no stable direction. Often, they turn to us for expertise in managing the complexity of assets spread across different jurisdictions--something which we consider to be a fundamental part of effective strategy.

Finally, many people are concerned that their wealth remains a positive force, not a negative distraction. They not only want to ensure the financial well being of those who depend on them, but also pass on the values that created that wealth.

...and what you should expect

Outstanding service means 24/7 accessibility, clear reporting and transparent fees. Advice or counsel on a full range of matters associated with financial strategy is, something you may require as well. We often work closely with a network of trusted experts in a variety of areas: tax, trusts, and estate planning, whose capabilities and service standards are as exacting as our own.

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A genuine wealth manager will generate original ideas. No two clients approach investing in the same way. And neither do we. Azure Wealth is an entrepreneurial firm with a reputation for understanding both the needs and mindset of clients who have created wealth.

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Our performance goals are a function of our clients' risk/return mandates, not market indices. In order to achieve those goals we create and control portfolios based on several factors - liquidity, volatility, concentration, and correlation - all according to individual investor mandates. We do not fall in love with positions. Years of experience have taught us that it is often preferable to take profits for our clients and lock-in performance when we've achieved the appropriate position and portfolio risk/return goals.

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Performance over time is the measure of a wealth manager.

Azure Wealth's performance standards are exacting, a result of a core belief in discipline gained through vast experience with different assets and different market conditions in countries around the globe. We are, admittedly, a tough crowd: skeptical, diligent perfectionists. Our clients appreciate it. We believe that performance is more than just an investment concept. It applies to all aspects of service as well. In this regard, we strive to outperform client expectations every day.

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people-headline

Azure Wealth's diverse team of advisors and investment professionals have led some of the most respected private banks and family offices in the world. It is our understanding of the requirements of wealth today that brought us together to create Azure Wealth. For non-domiciled and international clients, there is great comfort in knowing that Azure Wealth advisors are intimately familiar with the world beyond their borders.
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Our expertise in guiding non-domiciled and international households is found in the variety of solutions we can offer as well as in the exceptional level of responsiveness we deliver. Finally, we have a genuine appreciation for the needs of global wealth because ourselves are a blend of many cultures.

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  • All people {
  • Massimo Scalabrini
  • Chris Donegan
  • Nima Sarikhani
  • Morteza Firouz
  • Christoph Streule
  • Enrique Fahrion
  • Nicolas Pazos
  • Thomas Kemmerer
  • Angelos Sigalas
  • Chandos Monro
  • Kalpana Shah
  • Adam Locke
  • Gianmarco Rania
  • Jean Pierre Casey
  • Johan Jooste
  • Priscilla Gaudoin
  • Stacy Iervolino
  • Giles Fletcher
  • Gurajan Kalsi
  • Marco Pavana
  • Massimo Scalabrini

    >

  • Chris Donegan

    >

  • Nima Sarikhani

    >

  • Morteza Firouz

    >

  • Christoph Streule

    >

  • Enrique Fahrion

    >

  • Nicolas Pazos

    >

  • Thomas Kemmerer

    >

  • Angelos Sigalas

    >

  • Chandos Monro

    >

  • Kalpana Shah

    >

  • Adam Locke

    >

  • Gianmarco Rania

    >

  • Jean Pierre Casey

    >

  • Johan Jooste

    >

  • Priscilla Gaudoin

    >

  • Stacy Iervolino

    >

  • Giles Fletcher

    >

  • Gurajan Kalsi

    >

  • Marco Pavana

    >

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Massimo Scalabrini

Massimo is a veteran private banker who spent 20 years with UBS culminating as desk head for Italy, Spain, Latin America and North America / Canada. In 1998 he founded WMS as an independent wealth manager, merging with the Chiltern Group in 2001.
When Chiltern Wealth Management Ltd was acquired by a Swiss Bank in 2006 he led the integrated business as Managing Director for five years. Massimo has focused his entire career on serving high net worth clients and in particular non-domiciled individuals and leads client relationship management as Azure Wealth.

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Chris Donegan

A former strategy consultant to multinational companies, Chris entered the investment world in 1994 as the US/European business manager for UBS’ Global Equity Derivatives (GED) division. He left five years later to lead a private equity backed bank as Group CEO. Since 2000 Chris has served on the Board of an Austrian Bank, US/UK Broker Dealer, Fund of Hedge Funds and Structured Products boutique.

Chris is the founder of Fraserburgh, a specialist Intellectual Property consulting firm and is recognised by Intellectual Asset Management as one of their Top 250 Global Strategists. At Azure, Chris is the partner directly responsible for brand strategy, business risk management and regulatory oversight.

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Nima Sarikhani

A founding partner of Azure Wealth, Nima is responsible for business strategy and sits on the Firm’s Board and Investment Committee. Prior to joining Azure Nima was the Co-Head of Retail Structured Equity Trading at RBS, and has extensive experience in trading retail exotic derivatives.

Nima earned his degree in Econometrics and Mathematical Economics from the London School of Economics.

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Morteza Firouz

Morteza started his career in Geneva in 1985 with former American Express Bank (now, Union Bancaire Privée). After several years in Geneva and New-York, he joined the Middle East team. In 1994, he joined Julius Baer group as Vice President, where he developed new markets such as Greece, Turkey, Iran and part of the Middle East. In 2011, after 26 years in private banking and 16 years with Julius Baer, Morteza left his position at the Bank to found Azure Wealth Switzerland.

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Christoph Streule

Christoph, the Chief Executive of Azure Wealth, is well-known industry leader and a highly experienced Private Banker who has held numerous senior roles in the course of over 30 years in London, New York and Switzerland. Prior to joining Azure, he worked for HSBC Private Bank, serving as CEO of the Zurich branch and later, as Head of HSBC Private Bank in London. Earlier, Christoph spent 21 years with UBS where he was responsible for expanding the bank’s presence in Europe, Asia, and the Americas.

Christoph has an extensive understanding of the Trust industry having led that business in UBS and later serving as chairman of the HSBC Guyerzeller Trust Company.

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Enrique Fahrion

Enrique Fahrion, Managing Director at Azure Wealth Zurich, is a senior advisor with 24 years of experience in the investment and private banking industry in Switzerland and the U.S.A.

Prior to joining the Firm, he served as Executive Director at Bank Julius Baer (ex-Merrill Lynch Bank Suisse) where he provided wealth management advice to international high net worth individuals.

Over the course of his career Enrique has worked as Principal and Partner with MapleWood LP, a U.S.-based private equity firm, and at Smith Barney, where he helped establish the company’s Latin American banking business.

Enrique holds an MBA in Finance and International Finance from The American University in Washington D.C., and a Bachelor Degree as a Certified Public Accountant in Argentina, and a Bachelor Degree in Business Administration, both from the Universidad de Belgrano in Buenos Aires, Argentina.

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Nicolas Pazos

Nicolas is a Portfolio Manager at Azure Wealth in Geneva with over ten years experience in his field. Prior to joining the firm, he worked 6 years alongside Morteza Firouz at Julius Baer where his responsibilities included investment advisory & trade execution for private clients. Nicolas, in the pure Swiss tradition, started by a banking apprenticeship followed by a graduation with honours from the Graduate school of Banking and Finance in Geneva.

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Thomas Kemmerer

A Managing Director based in Zurich, Thomas’s experience in wealth management, international finance and private banking spans more than twenty years across several continents. Before joining the firm, Thomas was Executive Vice President of Bank Syz & Co. in Zurich with responsibility for asset management and financial restructuring for private and institutional clients. He has served in a leadership capacity at such firms as Swiss Capital Trust, A & A Actienback, and SPAG. Thomas began his career at Nomura Securities in London, Tokyo and Berlin. Also holds degrees from Justus-Liebig University in Giessen, University of Kent, and UCLA.

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Angelos Sigalas

Angelos joined Azure Wealth in November 2014 from JP Morgan Private Bank where he had focused on the Greek and Cypriot UHNW markets.

Angelos started his career at Morgan Stanley's Private Wealth Management division in 1998 where he established and co-ran the team servicing families, family offices and small institutions from Russia, Cyprus, Greece, Germany and the UK.

Angelos has graduated with a BA (Hons) from Bristol Business School, UWE. As part of his degree Angelos spent a year working for Carpenter Bowring (Marsh McLennan) in their Non Marine Division. He holds the Investment Advice Diploma (Securities and Derivatives). 

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Chandos Monro

Chandos is a Relationship Manager in Azure’s London office.

Chandos for 6 years was an officer in the 1st Battalion Scots Guards, serving in Afghanistan and Iraq, before joining Azure Wealth. Chandos has a BA in Politics and History from the University of Exeter and holds the Investment Management Certificate.

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Kalpana Shah

Kalpana Shah MCSI is a Chartered Wealth Manager who has accumulated over 20 years’ experience in international private banking covering mainly the East Africa region. Kalpana started her career at Bank of America and then Credit Agricole, where she started the NRI desk for the group in London. Prior to joining Azure Wealth, Kalpana served as Director at HSBC Private Bank in London for over 11 years, where she headed the East Africa desk. Kalpana holds a BA (Honours) in Accounting and Finance.

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Adam Locke

Adam is an investment Analyst in Azure’s London office.

Adam began his career at BNP Paribas Fortis Private Bank before joining Barclays as an Analyst in the International Private Bank as a member of the Ultra High Net Worth desk, before covering the Russian, CIS and EE region in addition to the Developed Markets.

Adam earned his Bachelor’s Degree in Management, first class honours, from Royal Holloway University of London and holds the Investment Advice Diploma.

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Gianmarco Rania

Gianmarco is the Chief Investment Officer at Azure Wealth and is responsible for the overall Investment Strategy.

Prior to joining Azure Wealth, Gianmarco oversaw the European/US Equity absolute return equity book for Exor Spa -- the holding company of the Agnelli family. Gianmarco has also worked at leading hedge fund Caxton Europe Asset Management, where he ran a significant European L/S equity book, and Pioneer Investment Management, where he was responsible for developing the European Equity Income strategy.

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Jean Pierre Casey

Jean-Pierre is responsible for Azure Wealth’s Investment Advisory Service. Prior to joining the firm, Jean-Pierre was Director and Head of the Investment Advisory function in Barclays’ International Private Bank in London. Formerly, he served as Head of Research at the European Capital Markets Institute, where he maintains research fellow status. Since 2010 he has also been a Visiting Professor in the Economics Department of the College of Europe in Bruges. A prolific author, Jean-Pierre is a contributor to the Financial Times and The Economist, and has been regularly consulted by regulatory authorities and governments. Jean-Pierre holds a Master’s Degree in Economics with Honours from the College of Europe and a Bachelor’s Degree in International Economics from Georgetown University.

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Johan Jooste

Johan started his career in financial markets in 1994 as a currency and rates analyst in Johannesburg for Absa Bank, before moving to trading and portfolio management in 1998.  In 1999 he joined Rand Merchant Bank Asset Management in Johannesburg, before moving to the UK in 2001 to set up the international fixed income team for RMB in London.  In 2008 Johan moved to head up fixed income for Merrill Lynch Wealth Management in London, where he was later Head: Strategy (EMEA) for the ML Wealth Management business, running multi-asset investments.  When Julius Baer bought Merrill Lynch’s EMEA in 2013, Johan was appointed CIO:UK.  In April 2015 he joined Azure Wealth LLP.  Johan holds a Masters’ Degree in Economics from the University of Johannesburg.

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Priscilla Gaudoin

Priscilla joined Azure Wealth as the Head of Compliance and MLRO. Priscilla has worked in the Financial Services industry for over 17 years and has been a consultant for a number of years having previously worked for GE Capital. She has significant experience in designing and implementing compliance processes and controls as well as designing risk management frameworks. Her key areas of expertise are governance and risk management.

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Stacy Iervolino

The Office Manager of Azure Wealth, Stacy has the unique ability to anticipate and respond to the exacting requirements of our wealth management clients. Stacy's approach to personal service and administrative expertise is the product of over a dozen years in the world of private banking, where she has worked closely with Massimo Scalabrini, Managing Partner of Azure Wealth, at WMS Ltd, The Chiltern Group, and EFG Private Bank.

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Giles Fletcher

Giles is a Senior Operations Analyst working out of Azure’s London office. Prior to joining Azure, Giles was a Senior Analyst at Covestor, a leading online investment marketplace, where he was responsible for the operational oversight of their entire platform.

With a Master’s Degree and background in analytical science and more than 6 years’ experience within financial services, Giles is enthused by big data sets and building bespoke software/reporting solutions to reduce operational overhead and risk.

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Gurajan Kalsi

Rajan is an Operation Analyst in Azure’s London office.

Rajan started off his career at Azure Wealth straight from University as an Intern and eventually became a full time member of the Operations Team since, with a passion for finance he is currently undergoing further studies and is currently in his final phase for an ACCA Qualification.

Rajan holds a Bachelor’s Degree in Accounting with Management, first class honours.

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Marco Pavana

Marco joined Azure Wealth LLP in 2013 after earning his MSc in Finance and Banking at University of Rome Tor Vergata, where he graduated with a dissertation on Active and Passive Management of Mutual Funds. Marco graduated from University of Trento in 2010 with a BA in Economics and Business Administration and was an exchange student at Durham University.

Marco supports the development of the Azure Asset Management business line through investor relations, developing product marketing material, and implementing the digital strategy. In addition, Marco conducts macro and thematic investment research and supports product development through the analysis of new market opportunities, market dislocations, and competitor analysis.

You will learn more about us over lunch
than you will discover from the all-too-typical diagram
of a client sitting in a circle surrounded by experts.

We've always approached our clients as if they were family,which is why so many of our relationships have endured for decades. In fact, most began with a conversation over a meal.

Fundamentally, wealth management is about a relationship between you and your advisor. All the investment models and performance metrics in the world cannot alter the fact that this is a commitment built on trust, insight, dedication, and resources. We would not have it any other way.

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Azure Wealth LLP

1 Duke’s Mews
London
W1U 3ET

Tel +44 (0)20 3642 2510
info@azurewealth.com
www.azurewealth.com

Azure Wealth Switzerland SA

Chemin de Vergers
1208 Geneva
Switzerland

Tel +41 (0) 22 737 4106
info@azurewealth.com
www.azurewealth.com

Splügenstrasse 6
8002 Zurich
Switzerland

Tel +41 (0) 44 217 8100
info@azurewealth.com
www.azurewealth.com

Working with us

It goes without saying that our most valuable asset is our people.

Azure Wealth is comprised of a remarkably diverse group of individuals representing a range of cultures, generations and backgrounds. Yet we all share a spirit of open mindedness, entrepreneurship and a deep commitment to service.

We are always eager to meet with talented professionals whose skills and thinking can complement our team. To learn more, contact us at: opportunities@azurewealth.com.

Money manager inquiries

Azure Wealth is always interested in reviewing investment ideas from around the world. Please send your information to: managers@azurewealth.com

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Azure Wealth LLP is a Limited Liability Partnership and is authorised and regulated by Financial Conduct Authority (Firm registration number 537080). Registered in England & Wales, Registered No. OC358200.
Azure Wealth Switzerland SA is a member of the Swiss Association of Asset Managers.