Azzurra Capital

Meet Azzurra Capital

The investment world is an ocean of opportunities. Through its partners’ expertise of over 20 years in the financial sector, Azzurra Capital navigates towards the construction and preservation of our clients’ assets. From high-income to Private customers, our Multi-Family Oﬃce structure is focused on providing asset management services in the domestic and global markets.

Why choose Azzurra Capital?

Focused on the client and using a 360° view, we understand your needs and build relationships through joint decision-making.

Our 360° view

Based on the client's needs, expectations and risk profile, we offer asset management without conflicts of interest, using an open architecture investment platform.

The independence in choosing partners and custodians translates into efficient execution, access to different markets and competitive costs.

Our compensation is based on the assets under our management.

MULTI-FAMILY OFFICE

We seek to perpetuate the growth across generations through:

MANAGEMENT

Asset management taking into account the individual investment policy of each client, using theses that are more adherent to their objectives. Portfolio built with the possibility of using several institutions (banks and brokers).

CONSOLIDATION

Asset consolidation through a monthly report that unifies all financial positions of various institutions, including real estate.

CENTRALIZATION

Centralization and coordination of all relationships involving the client's assets, including family and corporate aspects. The customer now handles all their financial affairs in one place.

Skills & Services

Azzurra Capital develops an in-depth analysis of the equity aspects related to the family: its composition, members, objectives and demands. A long-term plan is presented, proposing an equity follow-up and a structure for its succession. After these steps, we execute the proposed plan and monitor its development.

ASSET MANAGEMENT

Portfolios management consolidated and quoted in one single system. We access the entire market without limitations for asset investments.

Meet our team

Leonardo Prates

He has more than 15 years of experience in important financial institutions in Brazil and abroad. Among them, highlighted his work as a Senior Financial Advisor in International Institutions. Graduated in Economics from PUC-SP. He has the CGA / CGE (Anbima) certification. Accredited as a resource manager/portfolio administrator at the CVM.

Leandro Alves

He has more than 7 years of experience in important financial institutions abroad as a Financial Advisor. He worked in a large Brazilian financial institution for more than 8 years. Graduated in Commercial Management, with an MBA in Business Management from Fundação Getúlio Vargas, MBA in Commercial Management from Fundação Dom Cabral. CPA-20 certified by ANBIMA.

Antonio Carlos

Working as a Financial Consultant and Life and Pension Insurance Broker for 10 years, he worked in large banks as a business manager in the financing area. He has an MBA in Finance from FGV, courses in Investment Strategies and Portfolio Management from Wharton (Penn University - USA), and the title of International Financial Advisor by international investment platforms. He is a professional with CFP Personal Financial Planner certification and registered with the CVM as a Securities Investment Consultant.

Carlos Henrique Ferreira

He has more than 28 years of experience in large Brazilian financial institutions. Among his experiences, he stood out as General Manager in banks such as Safra and Itaú. Graduated in Business Administration and Postgraduate in Banking. He has the CPA-20 (ANBIMA) certification.

Fernando Kurizini

He has worked in the financial market for 13 years, having spent time at major stock brokerages during his career. An economist, he has worked at Azzurra Capital since 2016, currently serving as Administrative/Financial Director. He has the CPA-20 (ANBIMA) certification.

Jefferson Zinneck

He has more than 30 years of experience in the Financial Market. Throughout his career he held prominent positions in large institutions such as Citibank and Banco Santander. He has a degree in engineering.

Taciana Correa

He has more than 10 years of experience in the Financial Market. Throughout his career he held prominent positions in large institutions such as Banco Bradesco and large industrial companies. Academic strength in mathematics.

Dr. Rogério Bassit Sallum

A lawyer for over 20 years, he has extensive experience in estate and succession planning, with an emphasis on private international law, family and succession law, real estate, notarial, registry and capital market law. As Legal Director at Azzurra Capital, he designs the best ways to structure our clients' investments, carry out planning and succession in multiple jurisdictions. He graduated in Law from Faculdades Metropolitanas Unidas (FMU), with a postgraduate degree in Civil Procedural Law from the Pontifical Catholic University of São Paulo (PUC/SP) and a postgraduate degree in Estate and Succession Planning from Fundação Getúlio Vargas (FGV). Member of the Working Group – Succession Planning and Holdings of the Brazilian Bar Association, São Paulo Section (2022/2024).

Romero Arruda

Agent in the national and international financial market with more than a decade of experience. Financial Consultant ANBIMA - CPA-20, lives and works in Brasília, in addition to also working in Goiânia. He is a lawyer focused on property legal consultancy and is a specialist in public budgeting at the Brazilian Legislative Institute-ILB. Currently, he is an analyst responsible for monitoring political and budgetary issues in the federal capital on the AZZURRA CAPITAL team.

Breno de Paula

He has been working in the financial market for 7 years and has CEA certification (Anbima Asset Specialist Certificate). Maintains its focus on understanding financial markets, investment strategies and risk management. Over the past three years, he has excelled in the analytical role, providing valuable insights that have significantly contributed to the success of his management teams.

Gabriela Resende

Graduated in law, she has been a lawyer for over 8 years, has a postgraduate degree in the Labor area and also specializes in Contracts. She has experience in managing private companies, currently director of the Risk and Compliance area at Azzurra Capital.

Paula Prates

Vincenzo Iannuzzi

Investment Policy

01 | INVESTOR PROFILE AND CURRENT PORTFOLIO ANALYSIS

Initial diagnosis that will be made by assessing the investor's expectation of term, liquidity and risk tolerance, so that investment planning can be realistically aligned with expectations during the construction of a tailored portfolio, and that is adequate to the goals’ needs.

02 | MACRO AND MICROECONOMIC SCENARIO ANALYSIS

Definition of an effective Investment Policy in order to drive and discipline investments over time, according to the economic scenario.

03 | PORTFOLIO ELABORATION AND PRESENTATION

According to the defined Investment Policy, the assets that may compose the portfolio will be evaluated and they’ll will be tailored considering liquidity needs and risk profile, and the suggested strategies to pursue the investor's objectives will be presented.

04 | PORTFOLIO IMPLEMENTATION

The execution of the implementation is fully carried out by Azzurra Capital, in the format of managed portfolio or exclusive fund, observing the provisions of CVM Instruction 558/2015.

05 | FOLLOW-UP AND PERIODIC MEETINGS WITH THE INVESTOR

The clients will have electronic access to their portfolios on the Azzurra Capital website, so that they can monitor the performance of their investments, as well as consult their statements through the platform.

Constant monitoring of client portfolios is carried out by investment specialists and the frequency of meetings is established in common agreement with the client to assess the adopted strategy and portfolio adjustments when necessary.