Gattai, Minoli, Agostinelli & Partners Advisor to Azimut in the acquisition of the business branch Sofia SGR

Gattai, Minoli, Agostinelli & Partners, with a multidisciplinary team formed by partners Riccardo Agostinelli, Piero Albertario and Lorenzo Cairo, and by associates Federico Michelini, Enrico Candotti, Alberto Prade and Francesco D’Avanzo, assisted Azimut Capital Management SGR S.p.A. (a company belonging to the Azimut Group, leading Italian independent asset manager, controlled by the listed holding company Azimut Holding S.p.A.) in the acquisition of the business branch Sofia Gestione del Patrimonio SGR S.p.A. – in special administration – active in (i) wealth management, (ii) individual management of investment portfolios on behalf of third parties, (iii) management by proxy conferred by persons who provide investment portfolio management services and on behalf OICR, Italian and / or foreign and (iv) advice on financial instruments.

As a consequence of the acquisition, Azimut SGR, among other things, takes over the management of four mutual investment funds previously managed by Sofia SGR bringing its network to 40 financial advisors, who, up to the closing date, managed assets for an approximate value of Euro 950 million.