Aldo Varenna

European Financial Advisor

The world of Aldo Varenna.

Monza: a window always open to the financial world.

Beyond his thirty years of experience as a Private Banker, Aldo Varenna is an actively participating professional in both national and international associations.

Thanks to this, Aldo Varenna benefits from direct relationships with the major international players, who often keep him abreast with the latest information: the result is a great value added in the management of and assistance with his clients’ assets.

A Family Office with an international

vocation.

My Family Office model is a concept of advanced consultation, which allows me to focus my work as an advisor on the person before the patrimony.

Because a patrimony is never a simple liquid asset.

A patrimony always tells a story: one made of the places, people, and families that came before the money.

And for this reason, it is often appropriate to consider the patrimony in its entirety, because the person, family, and business are inevitable interconnected.

ANALYSIS, CONTROL AND MANAGEMENT OF THE PATRIMONY.

GENERATIONAL PASSAGE.

It means understanding the client’s philosophy.

Tradition and continuity.

The efficiency of your consultant lies in

Affinity is the mutual intention created

the analysis of your patrimony in its en-

between the consultant and his client.

tirety, constantly checking and moni-

It should enhance an ongoing rela-

toring a proper relationship between

tionship over time, one that respects

risk and return, with the selection of

the tradition and history of the fami-

valid financial and insurance partners

ly; so as to build generational passage

to create value over time.

through the symbol of continuity.

Solutions for the protection and appreciation of your familial and company patrimony.

CORPORATE PATRIMONY APPRECIATION. Every enterprise has its unique history, and its moment.

From its start-up, to enterprise maturity, to international development: your advisor should be by your side in every stage of the evolution of your business.

My idea of innovation: An ongoing professional

evolution.

To think of the world of finances as an old world, rooted in tradition, is a serious mistake.

We can talk about innovation even in finance. And not misunderstanding it means failure to seize important investment opportunities.

To understand and participate in innovation means being ahead of the times; to always maintain your curiosity and ability to understand future evolution, the ability to analyse the scenarios and macro-trends, or even influence their origins and development: that’s what innovation means to me.

INNOVATION.

FORMATION.

The ability to select competent partners with innovative means.

Continuous professional development.

The ability to select partners and management teams with international qualifications who use the proper means to meet individual needs, continuously seeking out the innovative tools to do so.

Continuous professional development, certified and international, should be a fundamental quality that characterizes and qualifies your financial advisor.

Your needs are the most valuable assets.

INTERNATIONALITY. Value added for clients.

The opportunities to participate in the international board and receive constantly updated information on the financial world are guaranteed while we manage your patrimony and serve your company.

Azimut Wealth Manag independence is synony

ement. When mous with freedom.

Azimut Wealth Management is the division of the Azimut Group dedicated to the management of the patrimonies, significant in both its size and complexity.

For over 25 years the Azimut Group has been one of the most independent entities in asset management.

It stands out in today’s competitive market thanks to its image as a true public company with a business model that stands as an innovative and independent cornerstone of insurance, industrial, and financial groups.

MULTI FAMILY OFFICE.

THE FREEDOM TO OVERCOME THE BORDERS.

A service that selects and appreciates.

My International vocation.

The Wealth Management service satisfies a customer’s most advanced needs with a true Multi Family Office, a personalized offer in constant evolution, with a focus on familial and entrepreneurial tradition.

Thanks to the international development of the Azimut Group, as Head of International Affairs of the Wealth Management division I have had the opportunity to get to know our global management teams.

Range of products and services, a symbol of innovation.

AZIMUT WEALTH MANAGEMENT. My partner.

I chose Azimut Wealth Management as my partner because of its capacity to offer modern Family Office services to my clientele through the use of innovative and international tools.

Aldo Varenna. When is not just performance,

tradition but continuity.

Tradition is my philosophy.

It’s respect for history, it’s culture.

Tradition means discipline, method, and professional determination.

Tradition is experience, reliability, and confidentiality.

“I would like to be perceived not just as a professional who works towards his client’s growth, but as the one who secures and passes on his patrimony to his loved ones.”

Fédération Européenne des Conseils et Intermédiares Financiers

ALDO VARENNA. World Wealth Manager.

www.aldovarenna.it

1985 Start as a Private Banker at Fideuram Bank.

1990 Worked as the Institutional Relations Officer (ARI), Fideuram Bank.

1995 Member of the National Council ANASF (Professional Association of Financial Advisors) affiliated with EFPA (European Financial Planner Association) Foundation for quality control and professional preparation.

1998 Member of the Executive Committee ANASF. 2003 Worked as the Foreign Relations Area manager, ANASF. Member of the Executive Committee CIFA (Convention of Independent Financial Advisor), non-profit association based in Geneva, and member of FECIF (Fédération Européenne des Conseils et Intermédiaires Financiers), European Association based in Brussels.

April 2005 Worked as a Certified Professional with €FA (European Financial Advisor).

May 2007 Worked as a Deputy General Secretary of FECIF.

June 2009 to June 2014 Worked as a Private Banker for Edmond de Rothschild, the LCF Rothschild Group companies, active in Private Banking and Asset Management.

January 2010 Worked as a member of the Board of Directors of EFPA Italy (European Financial Planning Association).

October 2010 Confirmed Deputy Secretary of FECIF. April 2014 FECIF outgoing Secretary and incoming member of the Consultative Committee.

May 2014 President of EFPA Italy.

October 2014 Vice President of EFPA Europe, European Foundation in charge of the definition of standards for professional preparation and development.

July 2014 to Present Wealth Manager for the Azimut Group and Head of International Affairs (responsible for international development) of the Wealth Management division of the Azimut Group.

mauro calvone creative projects

Aldo Varenna

Wealth Manager Via Vittorio Emanuele, 1 - Monza +39 039 328707 +39 335 211880 aldo.varenna@azimut.it Corso Venezia, 48 - Milano + 39 02 802813.1

Azimut Wealth Management Via Cusani, 4 - Milano + 39 02 8898.1