UOBKH x Azimut - Island of Calm in a Stormy World

Azimut Group (FTSE-MIB: AZM) is an independent, multi-boutique asset & wealth manager operating across public and private markets, serving accredited, institutional, and other qualified investors through an international distribution footprint and one of Europe’s largest adviser networks. The Group oversees ~€113bn+ in client assets (May 2025) with >1 million clients in 21 countries, reflecting durable organic growth and disciplined expansion. Recent strategic moves in the U.S. further underscore that trajectory.

Singapore Balanced Strategy aims to deliver steady returns with transparent liquidity—qualities well-suited for charities and endowments seeking stable, repeatable outcomes within Singapore-focused mandates. The Fund combines a long-only, high-conviction equity strategy driven by bottom-up security selection with a laddered fixed-income allocation anchored in investment-grade and Temasek-linked corporate bonds. This disciplined approach has consistently outperformed both the Singapore index and peer strategies.

AZ Bond: Hybrids — one of Europe’s first UCITS hybrid bond funds (2013), now a flagship allocation in the corporate/financial hybrid space and >US$1.6bn in assets, managed by Azimut’s Global Head of Fixed Income. The strategy targets diversified, investment-grade hybrid and subordinated exposures designed to enhance portfolio income and resilience through cycles. An actively managed, globally diversified portfolio of corporate hybrids and perpetual financial instruments, with a stated goal of income plus medium-term capital growth and a portfolio-level ESG target of ≥BBB (MSCI) - Azimut - Listed (FTSE-MIB: AZM), AUM/clients/footprint: ~€113bn assets, >1m clients, presence in 21 countries (August 2025).

Join us via webinar on 30 Sep to find out more about how these strategies can provide stability and resilience in today’s volatile environment.


Speaker's Profile

Stefano Chao, Head of Asia, CEO of Singapore, Azimut Group
Stefano is the Head of Asia for Azimut Group. He has been with Azimut for 13 years, based in the Shanghai and Singapore offices. Prior to joining Azimut, he spent 7 years in the FID Special Opportunities Group at Lehman Brothers in New York. He holds a BA in Economics from Yale University and an MBA from the CEIBS.

Ng Sim Yew, Head of Wealth and Investment Solutions, Portfolio Manager, Azimut Group
Sim Yew is the Head of Wealth and Investment Solutions at Azimut, He has been with Azimut for 10 Years. Prior to joining Azimut, he was working in a China-based hedge fund, trading futures, equities and FX. He began his career at DBS, where he built a foundation in banking and financial markets. He studied in University of London – Accounting and Finance

Yong Li Shan, Senior Portfolio Manager, Azimut Group
Li Shan is a Senior Portfolio Manager at Azimut Investment Management Singapore, overseeing Asia ex-Japan equities. She has been with Azimut for 12 years with experience in fund management and she holds a Bachelor’s degree in Accounting and Finance (Honours) from the University of London.