Strong Performance and Strategic Focus

AIX Investment Group
11 min readJul 6, 2023


Message from the President of the Board

This second quarter of 2023 was not short of progress for AIX Investment Group. The firm delivered the strongest quarterly performance since inception, breaking our all-time record in terms of revenue generated for our operations, coupled with strong cross-border activities and expense discipline, despite the uncertain market turmoil and tumultuous global financial environment. Delivering these results during a period characterised by persistent concerns about interest rates and economic growth exacerbated by questions about the stability of the banking system is a reassuring indication of the solid footprint that the firm has established, positively impacting our client base.

Our robust and well-managed balance sheet was a source of strength for our clients and we continue making progress in executing our strategy focused on our commitment to serving our four-valued stakeholder groups while simplifying and transforming the firm.

Our brand health metrics reached new highs following significant investment during the year. We’ve ramped-up new product launches with more to come as we build our innovation pipeline. Additionally, during the course of our third quarter, the firm is embarking on a vertical integration process to provide added value services for our customers.

Our digital transformation is an ongoing process. We have further improved our digital platform and received positive feedback from both customers and trade partners. One of our strategic initiatives is to continue to accelerate our online growth by increasing our investment in digital marketing, and brand recognition / association, whilst balancing online / offline growth and channel economics, as we continue to improve our marketing strategy and execution and intend to increase our brand investment further this year.

We have elevated key talent internally and complimented the team with experienced people from outside the firm to enhance our leadership and assist in the execution of our objectives.

We have three priorities for the second half of 2023, as we implement our strategy across the firm. First is to execute the detailed group strategy along with the Executive Management, fully see eye-to-eye on our commitment to the new strategy of strengthening the core, simplifying the organisation and investing for growth. Second, we will continue to improve risk and compliance with an emphasis on risk culture, whilst not losing our client focus and the entrepreneurial spirit that has been the hallmark of the firm since its founding. Third, we want to focus even more intensively on our clients and, overall, continue bringing in more talented individuals to complement and assist in our growth curve, supported by a disciplined approach to costs and investments.

We will lead by example as corporate citizens, in the way we treat our people, and champion human growth, diversity and inclusion. AIX will also continue its heritage of social engagement in the communities where we operate. Our sustainability governance is underpinned by a comprehensive framework, based on integrity and transparency.

We are focused on refining and reinvigorating our operations in order to drive forward our vision for the firm. This strategic vision builds on our considerable strength and is expected to support our path to long-term, sustainable growth. We plan to make significant investments in businesses and markets where we believe we have sustainable, competitive advantages. It is often said that structure follows strategy and I believe we have the right organisational structure and the right leadership team to execute our strategy together.

Finally, I’m pleased to say that the outlook for the second half of the year 2023 is positive with continued growth expected. Our underlying business performance is on track and broadly consistent with the guidance we provided to our team working in synergy and for a common cause, with the objective to generate passive income and continue to positively contribute and improve peoples’ lives.

Joining the Fast Lane with Charlie Wurz

AIX Investment Group is thrilled to announce its title sponsorship of Charlie Wurz for the FIA Formula Regional European Championship by Alpine (FRECA), marking its second venture into motorsport following the successful sponsorship of Formula 2 driver Brad Benavides. As a global investment advisory firm, AIX is committed to supporting emerging talent in motorsport and believes in the power of sport to inspire and unite people. Charlie Wurz, a talented young driver with an impressive racing pedigree and the son of former Formula 1 driver Alex Wurz, will compete in the highly competitive single-seater racing series across Europe. A visually stunning car featuring AIX’s branding and logo in rose gold will showcase its commitment to supporting rising talent. AIX wishes Charlie the best for the ongoing season and looks forward to watching him race.

We Applaud Celta Vigo’s Triumph

Celta Vigo secured an impressive 2–1 victory over Barcelona in a thrilling La Liga Santander match, igniting celebrations as proud sponsors of the team. The game showcased Celta Vigo’s unwavering determination, exceptional teamwork, and passion for the sport. From start to finish, their display of football prowess captivated fans and left Barcelona astounded. Congratulations to the entire Celta Vigo team for their remarkable performance and their continuous pursuit of excellence. This victory marks a moment of celebration and also signifies a significant milestone in our shared journey of success. We eagerly anticipate witnessing more exhilarating performances from Celta Vigo as they continue to make their mark.

Excelled at the Middle East Wealth Tech Awards 2023 Forum

AIX Investment Group stole the spotlight at the Middle East Wealth Tech Awards 2023 as our esteemed COO took to the stage to represent the firm. This prestigious event celebrated the financial industry’s brightest minds and innovative solutions. AIX’s presence at the forum showcased our commitment to delivering exceptional value to clients through innovative products and personalised financial advisory strategies. As we continue to pave the way in the industry, our COO Harish Prithvi’s participation in this event further solidified our position as a leader in the wealth management sector. We are proud to have our efforts recognised and will continue pushing boundaries to provide our clients with unparalleled service and expertise.

Our Formula 2 Journey Shines Bright

Formula 2 driver Brad Benavides has had six successful races, showcasing his talent and determination at renowned circuits around the world, including Bahrain International Circuit, Jeddah Corniche Circuit, Albert Park Circuit, Baku City Circuit, Circuit de Monaco, and Circuit de Barcelona-Catalunya. The race weekend at Circuit de Barcelona-Catalunya was an exhilarating experience, with Brad taking the time to interact with fans in the lively Fan Zone, creating unforgettable moments and forging a deeper connection with his supporters. As the Formula 2 season 2023 progresses, Brad aims to elevate his racing career, captivating audiences worldwide and AIX Investment Group takes immense pride in its sponsorship endeavours.

An Exciting Journey into Motorsport Partnerships

At AIX Investment Group, we value providing immersive experiences for both our clients and employees. That’s why we proudly present the Racing Room, a space where you can personally experience our partnerships in the world of motorsport. Step into this dedicated room and find yourself surrounded by a cutting-edge simulator and captivating visuals showcasing our Formula 2 and FRECA partnerships. This unique opportunity allows you to immerse yourself in the excitement of racing, offering an exhilarating experience that brings our partnerships to life. Whether it’s a client seeking a memorable engagement or an employee looking for a thrilling escape, the Racing Room provides a firsthand encounter with our dynamic motorsport alliances.

Most Innovative Wealth Management Strategy Award

AIX Investment Group is proud to announce its victory at the Middle East Wealth Tech Awards 2023, where it was awarded the prestigious Most Innovative Wealth Management Strategy of the Middle East. This recognition reflects AIX’s commitment to delivering exceptional value to clients in the region through cutting-edge solutions. The award highlights AIX’s personalised approach to wealth management, leveraging technology data analysis to create bespoke plans tailored to each client’s unique financial goals. Fadi Dabbagh, President of the Board, expressed gratitude for the team’s dedication and rearmed AIX’s mission to transform the wealth management sector in the Middle East. This achievement solidifies AIX’s position as an industry leader and reinforces its commitment to providing innovative solutions and exceptional value to clients.

A Demonstration of Commitment to Social Responsibility and Medical Innovation

AIX Investment Group proudly announces its substantial contribution of 1 Million AED to the esteemed Al Jalila Foundation, a leading healthcare philanthropic organisation in the UAE. This contribution, made during the holy month of Ramadan, exemplifies AIX’s dedication to supporting medical innovation and improving healthcare. Al Jalila Foundation’s vital work encompasses providing medical treatment to those in need, nurturing local medical talent through scholarships, and conducting groundbreaking research to address prevalent health challenges in the region. At the ceremony, Rashid Khalaf Al Habtoor esteemed partner of AIX, emphasized the importance of investing in the future of medical innovation. Renowned football legend Michel Salgado expressed his honour in being associated “Best Client-Centric Investment Brand” Award for 2023 We are delighted to announce that AIX Investment Group has been honoured with the esteemed “Best Client-Centric Investment Brand, UAE” award by Global Brands Magazine for 2023. This recognition reflects our unwavering commitment to our clients and delivering exceptional investment services, reinforcing our position with a company that prioritizes giving back to society. AIX Investment Group’s donation to the Al Jalila Foundation is an admirable gesture that highlights the company’s ethos of social responsibility and generosity. AIX Investment Group’s President of the Board, Fadi Dabbagh, expressed pride in supporting the foundation’s transformative efforts. This noteworthy donation demonstrates AIX Investment Group’s commitment to social responsibility and making a meaningful impact on society. Through their support of the Al Jalila Foundation, AIX Investment Group actively contributes to the betterment of society and promotes a culture of philanthropy, furthering the foundation’s mission of transforming lives and advancing medical innovation.

“Best Client-Centric Investment Brand” Award for 2023

We are delighted to announce that AIX Investment Group has been honoured with the esteemed “Best Client-Centric Investment Brand, UAE” award by Global Brands Magazine for 2023. This recognition reflects our unwavering commitment to our clients and delivering exceptional investment services, reinforcing our position as a leader in the industry. With our personalised approach and comprehensive range of investment solutions, we continue to empower our clients on their path to financial prosperity. We are immensely proud of this achievement and extend our heartfelt gratitude to our valued clients for their trust and support.

The Fintech Revolution: Unleashing the Power of AI and Innovation

In the dynamism of the global economy, the last quarter has proven to be a significant period in the Fintech and AI sectors. Fuelled by relentless innovation, these sectors have seen trends emerge and evolve that will significantly shape the course of investments and market development in the coming years. In this quarterly review, we delve into the highlights of the past quarter and what’s to come in these fast-paced spheres of technology and finance.

As the first quarter of 2023 drew to a close, an in-depth analysis by Bloomberg (2023) revealed a surge in investments across the Fintech and AI sectors. The report highlighted that the investment figures have exceeded expectations, bolstered by significant gains in AI-driven risk assessment models, digital payment platforms, robo-advisory services and blockchain technologies.

One of the notable trends in the past quarter has been the mainstream acceptance and utilization of AI-driven risk assessment models. With machine learning algorithms providing more accurate and dynamic risk profiles, traditional methods of risk assessment have been eclipsed. McKinsey & Company (2023) reports that AI risk models have proven effective in predicting market volatility and individual investment risk, helping investors to navigate the market more confidently and efficiently.

Meanwhile, Forbes (2023) underscored the considerable advancements in digital payment platforms and robo-advisory services. The global pandemic had set the pace for digitalisation, but the recent developments, particularly the integration of AI, have taken it a notch higher. Robo-advisors now feature improved predictive analytics, offering personalised financial advice and portfolio management, thus providing seamless and sophisticated services to a wider audience. We have seen a surge in interest in this area from traditional investment banking giants like JPMorgan, who announced plans to launch AI-driven financial advisory platforms like ChatGPT, aiming to provide robotised financial advice to investors.

Finally, the role of blockchain technologies, especially in democratising finance and ensuring data security, has been a game-changer. Financial Times (2023) pointed out that blockchain-based solutions like Decentralised Finance (DeFi) have been instrumental in bringing financial services to unbanked and underbanked populations around the globe, further democratising financial inclusion.

Looking forward, the upward trajectory in the Fintech and AI sectors is anticipated to continue, spearheaded by the following three key trends: further AI integration, regulatory technology (RegTech), and cybersecurity.

Firstly, AI integration into various Fintech services is poised to deepen. As algorithms become more advanced and data sets grow larger, the predictive and analytical power of AI is expected to further optimize services across the financial industry. With AI, it is anticipated that personalization will be the watchword in the next quarter as customers increasingly demand bespoke services, especially in asset management and banking services.

Secondly, the rise of RegTech is anticipated to play a significant role in the evolution of the Fintech sector. A McKinsey & Company report (2023) highlighted that increased regulations in the financial industry have necessitated the development of technologies to streamline compliance and reporting. The coming months are expected to witness a surge in RegTech solutions that utilize AI to automate and simplify the complexities of regulatory compliance, thus driving efficiency and accuracy in the sector.

Lastly, as the world becomes more digitally connected and the Fintech sector grows, so does the importance of cybersecurity. Investment in cybersecurity technologies is set to increase, given the mounting threats and the vulnerability of digital financial platforms. A report by Bloomberg (2023) emphasized that investors are increasingly recognising the critical role of robust cybersecurity systems for the sustainability of Fintech businesses.

In summary, the Fintech and AI sectors have seen an exciting quarter filled with advancements and unprecedented growth. However, the journey has just begun. The stage is set for AI to revolutionise the industry further, for RegTech to streamline regulatory compliance, and for cybersecurity to become a pivotal aspect of the investment portfolio. These trends are expected to shape the investment landscape in the coming months and years, promising a future full of opportunities and challenges alike. The key to success lies in adaptability, strategic investment decisions, and a deep understanding of these evolving technologies.

As we navigate this dynamic landscape, our firm remains committed to providing the latest insights and expert guidance to help our investors make informed decisions and remain at the forefront of these pivotal market trends. Stay up to date on major investment trends by regularly reviewing the news section of our website and keeping up with our quarterly newsletter to become more informed and empowered to make sound financial decisions.

Heartwarming Father’s Day Celebration

We organised a heartwarming Father’s Day celebration, creating a special occasion for children to visit their fathers at work and experience a glimpse into their professional lives. The office buzzed with excitement as the children explored various departments, engaging in interactive activities designed to foster a deeper understanding of their fathers’ roles and responsibilities. The event not only showcased AIX’s commitment to fostering a family-friendly workplace but also highlighted the importance of work-life balance and the invaluable role fathers play in both their professional and personal lives.

“The only limitation is the one you acknowledge.”
– Fadi Dabbagh



AIX Investment Group

We are an international financial firm that specializes in delivering award-winning advisory services across a broad spectrum of investment solutions.