About Us

Our operations began on October 2015 after more than a year in planning.

AZ Apice was created out of a perceived need in the US marketplace to employ a dedicated combination of leading resources comprised of investment management expertise and operational know-how for the benefit of international clientele.

The venture brought together Italy's largest independent asset management firm with an established international footprint and US investment professionals with a combined 70+ years of experience. The firm quickly produced a leading enterprise providing investment solutions from a multi-jurisdictional, global-markets perspective. Miami, Florida offers a unique advantage for AZ Apice as it is a premier international financial center and global destination in the United States.

Our Name

The word "Apice" means the "highest point" and this is our goal, to elevate our clients experience to the highest levels.  We accomplish this by offering a high touchpoint client service in combination our 30+ years in wealth management and investment advisory services.

Our Philosophy

Within the philosophy of AZ Apice was the decision to forge a culture of excellence starting with a strong base in "safety-of- assets", international wealth management expertise and providing institutional access to industry-leading investments with an open-architecture to execute "best-in-class solutions" for our clients.

We offer agile management and
industry-leading resources within an efficient and competitive value proposition.

In Summary,

we are the "Apice" of what the financial industry has to offer for the benefit of our clients. The future of wealth management lies in the ever-changing evolution of markets and in our ability to adjust efficiently among alternatives to grow and preserve wealth for our clients.

AZ Apice at a glance

AZ Apice Capital Management LLC is a financial services firm dedicated to the financial well-being of its private and institutional clients. We are a registered investment advisory firm with the SEC and an affiliated company of the Azimut Group, a global independent asset management company and Sanctuary Wealth Group, a leading independent broker/dealer and investment advisor.

Azimut Group

Our Approach

Our firm's culture is flexible and entrepreneurial within the US regulatory framework, with a dedicated focus on Private Wealth Management. Our Group is present in 17 countries around the globe with headquarters in Milan, Italy. The firm leverages the Group's global reach and the industry's best practices within a "Client First" dedicated philosophy.

Who we serve

With our combined expertise in Investment Management, Global Markets Advisory, Consulting and Portfolio Management, AZ Apice delivers institutional grade access to meet the financial needs of its private and institutional clients. AZ Apice believes that investment advice should be separate from a client's custodian.  We can work with the custodian of choice of our clients in the United States and Europe. 

Objective Advice

Independence drives an unhindered ability to filter among the industry's best investment ideas and financial solutions to deliver best-in-class level of service to our clients. We put our client's interest above all other concerns, true to our fiduciary mandate as Investment Advisers. AZ Apice believes in transparency and educating our clients through the ever-changing investment landscape of choices to design a tailored approach for each individual investor.