Insight

Ascending to Greater Heights

January 22, 2024

Message from the President of the Board

Dear Investors, Esteemed Sta­ff, and Valued Partners,

Another year has gone and a new year sets light! I am filled with immense pride and gratitude as I reflect on the extraordinary journey we have embarked upon together this year. For AIX Investment Group, 2023 has been a year of unprecedented challenges, unwavering dedication, and outstanding achievements. Together, we have navigated through unprecedented times, and I am incredibly proud of what we have accomplished as a team. I am deeply grateful for the exceptional contributions of our staff­ and the invaluable partnership of our collaborators, all of who have been instrumental in our collective success.

In the face of global uncertainties, our company has demonstrated resilience and adaptability. We have successfully overcome numerous obstacles and our eff­orts have not gone unnoticed. Our financial results speak for themselves, showcasing our ability to thrive in a rapidly changing environment. I want to thank our investors for their unwavering support and belief in our vision. Your confidence in our company has been instrumental in driving our success.

This year, our company has not only weathered the storms but also achieved remarkable milestones. I am thrilled to share that we have been honoured with several prestigious awards, including the “Investment Company of the Year” at Gulf Business Awards 2023 and “Most Client-Centric Investment Advisory Firm” presented by The Global Economics Awards to name a few. These accolades are a testament to our unwavering commitment to excellence and the exceptional calibre of our team. Each award is a validation of our relentless pursuit of innovation, quality and customer satisfaction and I extend my heartfelt congratulations to each and every one of you for your unwavering dedication and contributions that have earned us this well-deserved recognition.

In addition to our business achievements, our commitment to social responsibility has been a cornerstone of our endeavours this year. Through our dedicated initiatives, we have made significant contributions to the communities in which we operate. From environmental sustainability eff­orts to philanthropic initiatives, our social responsibility programmes have made a tangible, positive impact on the lives of many. I am immensely proud of our collective eff­orts to give back and make a meaningful di­erence and I am grateful to each member of our team for their unwavering support and dedication to these important causes.

I would be remiss if I did not express our sincere appreciation to our esteemed partners and collaborators. Your unwavering support, trust and collaborative spirit have been pivotal to our success. Together, we have achieved feats that would not have been possible alone. Your commitment to our shared goals and values has been invaluable and we look forward to further strengthening our collaborative endeavours in the coming year.

As we turn our gaze toward 2024, I am filled with optimism for the future. The challenges we have overcome and the triumphs we have celebrated this year have fortified our resolve and positioned us for continued success. I am confident that with our collective expertise, innovative spirit and unwavering determination, we will continue to excel and achieve even greater heights in the year ahead.

In the spirit of the festive season, I extend my warmest wishes to each of you for a joyous holiday season filled with moments of rest, rejuvenation and cherished time with loved ones. May the new year bring renewed energy, inspiration and an abundance of opportunities for us to make a positive impact together. Thank you once again for your outstanding contributions and remind you that we will keep on our commitment to support you for a better future and financial well-being and here’s to a prosperous and fulfilling 2024 for us all.

Warm regards,
Fadi Dabbagh – President of the Board

Celebrating Excellence and Innovation in Finance

AIX Investment Group is proud to announce that it has been named “Investment Company of the Year” at the prestigious Gulf Business Awards 2023. This accolade serves as a testament to our unwavering commitment to excellence, innovation and significant contributions to the financial landscape of the Gulf region.

The Gulf Business Awards ceremony, hosted at the luxurious Palazzo Versace Dubai on November 28th, provided a platform to recognize outstanding achievements in the Gulf region. With over 250 attendees, 160 finalists and 25 winners across nine industries and 22 categories, the event showcased excellence and innovation.

AIX Investment Group’s President of the Board and COO, accompanied by key Directors, proudly represented the company at the ceremony. Their presence highlighted AIX Investment Group’s commitment to acknowledging and appreciating the collective e­fforts that led to this esteemed recognition. This win reinforces our position as a key player in the financial sector, dedicated to shaping the future of investments in the region and beyond.

A Pathway to Wealth Creation

Many things changed with the news of acute banking stress in Europe and the US earlier this year, but not all of which were obvious at the time. Since early March bonds and growth stocks have rallied and for the first time since 2021 wealth managers are saying bonds have resumed their role as an equity hedge.

In the ever-evolving landscape of global finance, finding investment avenues that not only promise returns but also o­er stability and security is crucial to advancing wealth creation. AIX Investment Group’s (AIX) bond o­ering stands out as a powerful tool for investors looking to secure and grow their wealth, among the myriad of investment options available in the market.

A Business and Investment Hub

Dubai’s journey from an oil-dependent economy to a diversified and vibrant financial hub is nothing short of remarkable. The Emirate’s economic diversification strategy has paved the way for ambitious infrastructure projects, cutting-edge commercial hubs and a maturing property market.

The extent of Dubai’s economic diversification e­fforts goes beyond the traditional and has opened doors for investors in new sectors including technology, renewable energy and manufacturing. In this dynamic environment, the bond o­ffering emerges as a strategic choice, aligning with the city’s commitment to economic stability and innovation.

Leveraging the Bond

AIX’s bond offering is designed to empower investors by providing a secure and predictable avenue for wealth growth. With an 18 per cent annual yield, a fixed quarterly coupon rate of 4.5 per cent, a
36-month maturity period and 100 per cent principal protection, the bond offers a unique blend of high returns and capital security.

Predictability in a Volatile Market

In the volatile world of finance, predictability is a rare and valuable commodity. The AIX bond provides just that. The fixed quarterly coupon rate ensures a steady income stream for investors, irrespective of market fluctuations. This predictability, coupled with the security of the principal investment, makes the bond off­ering an attractive option for those seeking to empower their wealth without exposing themselves to unnecessary risks.

A Holistic Approach

AIX goes beyond providing ordinary financial services; it stands as a reliable partner in clients’ wealth-building journey. The group o­ers expertise and guidance through unique structures. With a global perspective and an understanding of market trends, AIX provides investors with a comprehensive view of their opportunities. This commitment to holistic support ensures that investors are not just participants in transactions but beneficiaries of lasting relationships aimed at achieving their financial goals.

Cautious Optimism

While Dubai’s investment landscape gleams with promise, it is essential to approach wealth-building with a level of cautious optimism. As with any investment, meticulous research, expert advice and a comprehensive evaluation of personal financial goals are paramount.

AIX, with its transparent approach and commitment to capital protection, provides investors with the tools to navigate potential risks, making the journey toward empowering your wealth potential a calculated and strategic one.

In this context, the bond o­ering from AIX acts as a powerful instrument for investors seeking to empower their wealth potential in Dubai’s dynamic financial landscape. With a focus on stability, predictability and expert support, this investment opportunity underscores the group’s dedication to providing more than just financial products – it o­ers a pathway to lasting financial empowerment.

Abu Dhabi Grand Prix: Ending the Season at Home Turf

The final thrilling laps of the FIA Formula 2 season saw the AIX Investment Group’s elegant rose gold-branded car taking centre stage at the Yas Marina Circuit in Abu Dhabi. Throughout the season, this distinctive car not only showcased style on the track but also served as an emblem of inspiration for dream pursuers.

The partnership between AIX Investment Group and PHM Racing shone at the Abu Dhabi Grand Prix, marking the culmination of a season-long journey. This home race signified more than just the end of a riveting season; it represented a celebration of realizing dreams and leaving behind a legacy of inspiration both on and o­ the racetrack.”

We Are The Future

We Are The Future, AIX Investment Group’s newly launched vertical with a distinct focus on partnerships, stands as a beacon of hope and a catalyst for positive change. United by a shared vision of a brighter tomorrow, it brings together influential individuals, organizations, and initiatives to amplify our global impact through strategic and philanthropic collaborations. The collective, comprised of visionaries and changemakers, is committed to shaping a better future through innovative partnerships. AIX Investment Group believes in the power of collaborative eff­orts to foster sustainable development, empower communities, and bridge the gap between innovation and impactful change.

Visit the website: wearethefuture-aix.com

PHM AIX Racing

AIX Investment Group launched PHM AIX Racing to drive innovation and shared values in FIA Formula motorsport, leveraging strategic partnerships and impactful achievements on and o­ the track globally. “We Are The Future,” AIX Investment Group’s impact-driven partnership vertical, is reinforcing its commitment to innovation and global influence through a strategic collaboration with the newly launched PHM AIX Racing Formula teams.

This dynamic partnership, with AIX Investment Group as co-owner, embodies shared values and principles, propelling both entities towards impactful achievements on and o­ the track. The addition of Alex Wurz, former F1 driver and two-time Le Mans 24 Hours winner, as a strategic advisor further enhances their motorsport ambitions and amplifies the positive impact of “We Are The Future” initiatives globally. This collaboration, under the leadership of Director Morne Reinecke, signifies a powerful platform for pushing boundaries and driving positive and sustainable change in motorsport and beyond.

Charlie Wurz Races with Jenzer Motorsport for FIA Formula 3 2024 Season

In an exciting collaboration, AIX proudly sponsors Charlie Wurz as he races for Jenzer Motorsport in the upcoming FIA Formula 3 season – a notable progression from his last year’s participation in FRECA. The AIX signature colours will grace Charlie’s car, symbolizing our commitment to fueling dreams. Notably, we also sponsored Charlie last year, further deepening our connection with his journey. Recently, Charlie and his brother Oscar Wurz paid a visit to our oce, exploring the space that serves as a hub for their aspirations. Together, we embark on a journey of speed, skill, and shared ambitions in the thrilling world of motorsport.

Celebrating Achievements and Success

The AIX team came together for a vibrant Year-End Bash at En Fuego, Atlantis The Palm, to celebrate a year of great achievements. The night was filled with camaraderie and joy, reflecting on the team’s collective successes and setting the tone for the exciting journey ahead.

“In investments, success is more than numbers—it’s about instilling confidence, achieving goals, and making a lasting impact on our clients’ financial journeys.”

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