Securities Investment Advisor
​​​ Securities Investment Consulting ​
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About Azimut Sinopro
Securities Investment Consulting
Founded in 1997 by current President Kai-Ping Liu, the firm has from inception been dedicated to advancing comprehensive financial planning services in Taiwan, introducing globally established financial planning and investment management practices — earning broad client trust and recognition.
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Kai-Ping Liu CEO

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Azimut Group becomes shareholder (2013)

In 2013, Azimut Group — listed on the Italian Stock Exchange — became the principal shareholder of Azimut Sinopro, bringing the full resources and global reach of one of Europe's largest independent asset management firms to Taiwan.
From 2014 through September 2024, Azimut Sinopro held FSC-approved status as the General Agent of AZ Funds in Taiwan.

Investment Choices Aligned with Client Interests

AZ Funds
Bringing decades of rigorous fund selection expertise to every client portfolio.

Setting Taiwan's Standard in Financial Planning

President Kai-Ping Liu has played a pivotal role in advancing financial planning in Taiwan. In 2003, he successfully established the Financial Planning Association of Taiwan (FPAT), aligning Taiwan's financial planning environment with leading international standards.
He served as Secretary-General of FPAT for 10 years pro bono, and was elected to the board of the International Financial Planning Standards Board (FPSB) from 2006 to 2008 in recognition of his contributions to advancing the profession in Taiwan.

A Credentialed, Experienced Team

Every financial planner serving our clients holds recognized professional credentials with years of hands-on financial planning experience. Our team includes Certified Public Accountants (CPAs) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals — the global standard for Financial Planning excellence.

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24H

Around-the-Clock Investment Excellence

Asset management
​​​ Azimut Group
AZ Funds

In Taiwan, the private placement of AZ Funds is managed by Azimut Sinopro Investment Planning Limited.
AZ Funds

Asset management

24 hours a day across every major financial time zone. Over 300 investment professionals --- based in Luxembourg, Milan, New York, Switzerland, Monaco, Istanbul, Singapore, Hong Kong, Shanghai, São Paulo, and Santiago --- research and manage assets with a single discipline: consistent, risk-adjusted returns for clients.

As a member of Azimut Group, Azimut Sinopro Investment Planning Limited draws directly on this global research and investment expertise — delivering rigorous, structured investment management within every client's Financial Plan.

AZ Funds www.azimut-group.com/en/ Transaction Inquiry
\* For clients who opened accounts directly with Azimut Sinopro Investment Planning Limited. If you purchased through another distributor, please contact them for transaction enquiries.
[Azimut Sinopro Securities Investment Consulting Co., Ltd. — Independently Operated and Managed] This fund has been approved or accepted for effectiveness by the Financial Supervisory Commission (FSC); however, this does not imply that the fund is free from risk. Economic forecasts referenced herein do not necessarily reflect the future performance of this fund. Past performance of the fund manager does not guarantee minimum investment returns. Beyond exercising the duty of care of a prudent manager, the fund manager is not responsible for the fund's gains or losses and does not guarantee minimum returns. Fees borne by the fund (including distribution fees) are disclosed in the fund prospectus and investor information; investors should read the fund prospectus before subscription, available on our website or the Offshore Fund Information Observation Post. Fund distributions may be paid from income or principal. Any portion paid from principal may result in a reduction of the original investment. Relevant fees borne by the fund are not deducted prior to distribution. The distribution rate does not represent the fund's rate of return, and past distribution rates do not indicate future distribution rates; the composition of distributions paid from principal is disclosed on our website. Fund net asset value fluctuates with market conditions. Investments in emerging markets may carry higher volatility and risk, with political and economic stability potentially lower than developed countries — which may impact asset values to varying degrees. When the fund invests in foreign-currency-denominated securities, TWD-based investors are exposed to exchange rate risk. Investors should be aware that all investments carry risks arising from interest rate and exchange rate movements, market trends, and economic and political factors. Please refer to the fund prospectus for detailed risk disclosures. High-yield bonds carry credit ratings below investment grade or no credit rating at all, and are highly sensitive to interest rate movements; high-yield bond funds may incur losses due to rising rates, decreased market liquidity, or issuer default on principal, interest, or bankruptcy. High-yield bond funds are not suitable for investors unable to bear such risks; they are appropriate for non-conservative investors seeking fixed-income potential returns with higher risk tolerance, and should not constitute an excessive proportion of an investor's portfolio. Azimut Sinopro Securities Investment Consulting Co., Ltd., (114) FSC SICE License No. 019, 2F, No. 105, Zhouzi St., Neihu Technology Park, Taipei 114; Customer Service: (02) 8797-5055.