Insight
“We build lasting confidence”.
To Our Investors, Staff and Valued Stakeholders,
As we conclude another dynamic quarter, I’d like to share a brief reflection on where we’ve been, how we’ve grown, and the environment in which we continue to operate. It has been a period of steady progress for our firm, even as the financial services sector continues to face external pressures and complexity on a global scale.
At a time when confidence in financial markets has been tested, our company has demonstrated the resilience and clarity that define strong advisory leadership. We’ve continued to grow our client base, diversify our service offerings, and deliver measurable results aligned with client goals and long-term financial outcomes.
This quarter, we achieved growth in both assets under management and advisory revenue. We deepened our relationships with institutional and professional individual clients, and we enhanced our digital advisory tools to meet rising demand for both transparency and responsiveness. These results are a direct reflection of our team’s professionalism, integrity and commitment to excellence. Whether through wealth management, retirement planning or strategic corporate advisory, we have remained true to our mission: to provide trusted, personalized guidance in times of both opportunity and uncertainty.
The global economic and political environment continues to shift in real time. Inflation remains elevated in many regions, though it is beginning to cool in others. Central banks, including the U.S. Federal Reserve, have kept interest rates at historically high levels to stabilize prices – creating ripple effects in capital markets, real estate and investor sentiment.
Meanwhile, political uncertainty – both regionally and internationally – continues to affect market volatility. From ongoing conflict in certain geopolitical regions to upcoming election cycles in major economies, these variables are top of mind for our clients, and we take seriously our responsibility to help them navigate with clarity and confidence.
In this environment, our role as financial advisors has never been more critical. We are not only managing portfolios, we are helping individuals and businesses make informed, strategic decisions that preserve wealth, capitalize on opportunity and withstand volatility.
As we head into our third quarter our focus will remain on:
Equally important is our continued emphasis on risk mitigation. In an unpredictable environment, we are implementing robust risk management practices that allow us to deliver on our commitments while protecting the interests of our clients and stakeholders. From stress-testing investment scenarios to reinforcing compliance and operational resilience, we are taking deliberate steps to remain steady, prepared and forward-looking.
I would like to conclude by thanking our staff for their professionalism, care and commitment. Your ability to guide clients through complexity with clarity and confidence continues to set us apart in a competitive industry. As to our investors and stakeholders I would like to thank you for your continued trust. Your belief in our long-term innovative investment strategy and our disciplined approach to growth allows us to lead with both confidence and caution in a fast-changing world.
We remain committed to excellence, transparency and delivering value across all aspects of our business. Together, we will continue building a firm that thrives through any cycle and in any climate.
Sincerely,
Fadi Dabbagh
President of the Board
AIX Investment Group
For many High-Net-Worth Individuals (HNWIs), traditional investments like real estate, bonds, and publicly traded stocks have long served as the foundation of a wealth-building strategy. But in today’s dynamic financial landscape, venture capital (VC) has emerged as a compelling avenue for those looking to diversify their portfolios, tap into high-growth opportunities, and play a role in shaping the future of innovation.
Venture Capital 101: Investing in Tomorrow’s Titans
Venture capital is a form of private equity where investors fund early-stage, high-potential startups in exchange for equity. These businesses often operate in disruptive sectors like Fintech, Biotech, artificial intelligence, and clean energy. While VC carries higher risk than more established investments, the potential rewards, both financial and strategic, can be significant.
Stay Ahead or Stay Out: Keeping Up with the VC Curve
For HNWIs, staying ahead of the curve requires more than capital—it demands strategic insight and access. Partnering with experienced advisors, joining angel investor networks, and engaging with VC platforms can help unlock curated opportunities and reduce entry barriers.
Learn more about venture capital strategies:
https://www.aixinvestment.com/venture-capitals-path-forward-in-2025/
AIX Investment Group is proud to announce its bold step into the world of Formula 1 through a high-impact partnership with F1 driver Pierre Gasly. This strategic alliance marks the convergence of two worlds driven by discipline, speed, and a relentless pursuit of excellence.
As a trusted leader in the world of alternative investments, AIX understands what it takes to navigate high-stakes environments. Much like Formula 1, the financial landscape demands quick thinking, precise execution and long-term vision, all qualities Pierre Gasly embodies both on and off the track.
“This is more than just a sponsorship,” Gasly shared. “It’s a true partnership built on shared values, performance, ambition, and trust. I’m all in.” His mindset reflects the AIX philosophy: Commit fully, deliver consistently, and rise to every challenge.
With this collaboration, AIX Investment Group accelerates its global presence while reinforcing its message, investing isn’t just about returns; it’s about believing in champions, embracing innovation, and always staying ahead of the curve. Together, AIX and Pierre Gasly are setting the pace for motorsport, for finance, and for a future built on vision, confidence, and performance.
AIX Investment Group proudly serves as the main sponsor of KRÜ Padel, the professional team co-founded by global sports icons Sergio Agüero and Lionel Messi. Most recently, KRÜ Padel clinched a dramatic victory at the Hexagon Cup 2025. The team’s rise included pivotal wins during the group stage, featuring standout performances. This partnership reflects AIX’s commitment to backing excellence, competitive spirit, and the future of elite sports.
AIX Racing kicked off its European season at Imola with a strong display of control and determination on one of motorsport’s most iconic and technically demanding circuits. The team showed impressive adaptability as they navigated unpredictable weather and fierce competition, laying the groundwork for a summer of growth. From mastering the technical demands of Imola to showing precision on Monaco’s tight streets, the team demonstrated growing synergy and focus. Despite a challenging Barcelona weekend, the team gained valuable insights that sharpen their edge for the road ahead. With each race, AIX Racing proves it’s not just competing but it’s building for the future.
AIX Investment Group proudly participated in the Web3 Summit 2025, held on June 21–22 at the Benaki Museum in Athens, Greece. With a dedicated booth presence, AIX engaged with Blockchain pioneers, Fintech leaders, and Digital Asset Innovators, highlighting its commitment to driving the future of decentralized finance. The summit offered a powerful platform to share AIX’s investment vision and explore strategic partnerships.
AIX Investment Group is proud to announce the expansion of its Dubai headquarters with the addition of Floor 145 in the iconic Burj Khalifa. This marks the firm’s third floor in the world’s tallest building, alongside its existing offices on Floors 144 and 146. The expansion reflects AIX’s sustained growth, increasing client demand, and commitment to delivering world-class investment services.