AIX Investment Group

What AIX Investment Group does

AIX Investment Group is an international investment advisory firm founded in 2013 and headquartered in Dubai at the Burj Khalifa (144th–146th Floor), with additional offices in Zurich, Switzerland. The firm advises both individual high-net-worth investors and institutional clients, operating through two regulated UAE entities: AIX Financial Consultation LLC (regulated by the Capital Market Authority, formerly SCA) and AIX International Properties (licensed by DED and RERA). Its product portfolio spans investment advisory services, AIX Property Secure (real estate with secured annual returns of up to 24%), AIX Secure SPV (special purpose vehicle), AIX DYNAMIC (managed multi-asset trading accounts covering FX, commodities, and digital assets), AIX Digital Assets, and AIX Bond (Series 2022-014 Loan Participation Notes listed on the Vienna Stock Exchange MTF and Bloomberg Terminal).

The business runs on a profit-sharing advisory model with quote-based, multi-year contracts where the firm earns only when clients earn. Technology is described as algorithm-driven AI trading combined with human expertise, though specific technical architecture is not publicly disclosed. Distribution is sales-led through a network of certified financial advisors and partners, supplemented by Bloomberg Terminal visibility, Gulf Business media placements, and high-profile sports sponsorships (F1 driver Pierre Gasly, AIX Racing F2/F3 teams, RC Celta de Vigo, Fursan Hispania FC). Subsidiary AIX Racing (full acquisition May 2024) represents a brand-marketing extension into motorsport, while the January 2026 acquisition of Texas-based Micro Forms, Inc. signals diversification into industrial manufacturing — a notable departure from the firm's financial services core.

Name

AIX Investment Group

Legal name

AIX Investment Group

Website

https://aixinvestment.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

51–100 employees

Short description

AIX Investment Group is a Dubai-based international investment advisory firm (founded 2013) serving high-net-worth individuals and institutional investors through regulated UAE entities, offering diversified products across forex, commodities, digital assets, real estate, fixed income, and managed trading accounts on a profit-sharing model.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Other Financial Vehicles (52599)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro industry

PRIMARYFSAAACAG

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAAAAC

Independent Broker-Dealers (Retail Network)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYBPAJANAA

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation)

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Advisory & Consulting (Investment, Strategy)

SECONDARYFSACAMAC

Equity-Linked Notes (ELNs)

Financial & Insurance/Capital Markets & Securities/Structured Products

Keywords

• Investment advisory services
• Wealth management solutions
• Real estate investments
• Fixed income bonds
• Managed trading accounts

Headquarters

HQ city

Dubai

HQ country

United Arab Emirates

HQ region

Middle East

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure

Revenue model

1. Financial Advisory Services: The firm provides expert financial consultations and promotes investment products to individual and institutional investors. Revenue is generated through profit-sharing arrangements where the company earns when investors earn.
2. AIX Property Secure: Real estate investment product allowing investors to acquire properties with secured annual returns of up to 24% at pre-established dates, with structured payment plans.
3. AIX Bond: Fixed income instrument (AIX Series 2022-014 Loan Participation Notes) listed on MTF at Vienna Stock Exchange and Bloomberg terminal.
4. AIX Secure SPV: Special Purpose Vehicle investment product for professional investors.
5. AIX DYNAMIC: Fully managed individual trading account using diversified trading strategies across currencies, commodities, and digital assets.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

AIX Investment Group is an international investment advisory firm that provides personalized investment advisory services to individual and institutional investors through a suite of managed investment products spanning real estate (AIX Property Secure), fixed income (AIX Bond), structured vehicles (AIX Secure SPV), managed trading accounts (AIX DYNAMIC), and digital assets. The firm operates under a profit-sharing model where it earns only when clients earn, leveraging AI-driven trading algorithms combined with human expertise to deliver returns documented at 14% to 40% per annum over the past decade.

Product overview

AIX Investment Group operates as an international investment advisory firm offering a portfolio of investment products and services. The core offering includes advisory services for individual and institutional investors, with products spanning real estate (AIX Property Secure), fixed income (AIX Bond), structured vehicles (AIX Secure SPV), managed trading accounts (AIX DYNAMIC), fixed-return products (AIX SECURE), and digital assets (AIX DIGITAL ASSETS). The firm also operates vertical extensions including We Are The Future for partnerships and community initiatives, and AIX Racing for motorsport investments.

Differentiator

Problem solved

Functional benefit

Brands

• We Are The Future: Dynamic partnership vertical that unites visionaries, innovators, and changemakers to shape a better tomorrow through impactful partnerships, sustainable development, and community empowerment.
• AIX Racing
• AIX Property Secure
• AIX Secure SPV
• AIX Bond

Products and services

• AIX Investment Advisory Services Investment advisory services for individual and institutional investors, offering diversified investment solutions across multiple asset classes with a profit-sharing model where the firm earns only when clients earn.
• AIX Property Secure Real estate investment product that allows investors to acquire properties from off-plan and secondary markets at discounted prices using structured payment plans, generating secured annual returns of up to 24%.
• AIX Secure SPV Special Purpose Vehicle investment product promoted by AIX Financial Consultation LLC, designed for professional investors.
• AIX Bond Fixed income instrument (AIX Series 2022-014) Loan Participation Notes due 2025, an international security under ISIN CH1217701429, listed on the MTF at the Vienna Stock Exchange and on Bloomberg Terminal.
• AIX DYNAMIC Fully managed individual trading account using diversified trading strategies across currency pairs, commodity CFDs (XAU/USD, XAG/USD), and Digital Assets (BTC/USD, ETH/USD, XRP/USD) to minimize risk and maximize profit.
• AIX SECURE Investment product with fixed payout dates and amounts, with a portfolio balanced and diversified across different asset classes.
• AIX DIGITAL ASSETS Digital assets trading and investment advisory service provided by a team of blockchain specialists for digital asset investment guidance.

Quantifiable outcome

• Returns of 14% to 40% per annum for clients over the past 10 years
• +4 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

13 partnerships are on record, tiered core, flagship and minor.

• Pierre GaslycoreGTM or Marketing Partner · 10 April 2025Official sponsorship of Formula 1 driver Pierre Gasly for the 2025 season. AIX Investment Group's logo is prominently featured on Gasly's helmet throughout the Formula 1 World Championship, beginning with the Bahrain Grand Prix.
• AIX Racing (FIA Formula 2 and 3 Teams)coreStrategic or Co-development Partner · 13 May 2024AIX Investment Group acquired and owns 100% of the F2 and F3 motorsport teams, now branded as AIX Racing. The team became the first to compete under the UAE flag in FIA Formula 2 and 3, representing a major investment in motorsport.
• RC Celta de VigoflagshipGTM or Marketing PartnerOfficial sponsor of La Liga football team RC Celta de Vigo. The partnership includes jersey sponsorship and various club engagement activities.
• Fursan Hispania FCflagshipGTM or Marketing PartnerOfficial Main Sponsor of Fursan Hispania FC, a football project by Real Madrid player, supporting UAE's role in sports.
• Al Jalila FoundationminorOthersCharitable partnership with Al Jalila Foundation, contributing 600K AED to support healthcare research and the foundation's mission.
• Iker Casillas AcademyminorGTM or Marketing PartnerSponsorship of Iker Casillas Academy goalkeeper training camps, supporting youth football development.
• LinkedIncoreStrategic or Co-development PartnerOfficial Partnership with LinkedIn, providing professional networking and business development opportunities.
• BloombergcoreStrategic or Co-development PartnerListed on Bloomberg Terminal, providing institutional credibility and market visibility. Recognized by Bloomberg among Pierre Gasly's global partners.
• Dubai International Boat ShowminorGTM or Marketing PartnerPremium participant and largest exhibitor at the Dubai International Boat Show, showcasing expertise and forward-thinking approach.
• Grant CardoneminorGTM or Marketing Partner10X CEO and investment expert Grant Cardone visited AIX Investment Group, demonstrating industry recognition.
• Dubai Intercontinental Football CupflagshipGTM or Marketing PartnerAIX Investment Group organizes and sponsors the Dubai Intercontinental Football Cup U13, bringing young football talents together for competition.
• AIX Financial Consultation LLCcoreChannel Partner/ Reseller/ DistributorRegulated entity regulated by Capital Market Authority (SCA) that promotes financial products and provides financial advisory services for potential investors.
• AIX International PropertiescoreChannel Partner/ Reseller/ DistributorReal estate company registered with DET and licensed by Dubai Real Estate Regulatory Authority (RERA) for leasing and management of properties.

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• UBS Wealth Management: Global wealth manager with a meaningful UAE/GCC HNW franchise offering advisory, discretionary, lending, and structured products. Comparable to AIX as a broad incumbent competing for the same HNW capital in the GCC and via Swiss booking centers.
• Rothschild & Co Wealth & Asset Management: Global private banking and asset manager serving HNW families and institutions with advisory, discretionary mandates, and alternative investments. Comparable to AIX as a broad incumbent competing for HNW and family-office capital across the UAE and Switzerland.

Direct peers

• Fisher Investments: Large private investment adviser serving HNW individuals, family offices, and institutions with discretionary global portfolios. Comparable to AIX on private (non-bank-affiliated) HNW advisory model, performance-oriented mandates, and global multi-asset execution.
• deVere Group: Independent international financial advisory group with strong Middle East and cross-border HNW presence, offering multi-currency, multi-asset advisory to globally mobile clients. Comparable to AIX on international HNW advisory, UAE presence, and cross-border advisor network.
• St. James's Place: UK-listed wealth manager built on a network of certified partner advisors delivering multi-asset portfolios and structured solutions to HNW individuals. Comparable to AIX on the certified-advisor distribution model and multi-asset, fee-based advisory approach.
• Julius Baer: Swiss-headquartered pure-play wealth manager with a strong Middle East presence, serving HNW and family-office clients with discretionary mandates and structured solutions. Comparable to AIX on advisor-led model, Zurich footprint, and cross-border UAE-Swiss client coverage.

Regional players

• RAKBank (National Bank of Ras Al Khaimah) Wealth: UAE bank with a growing wealth management franchise targeting affluent and HNW clients with multi-asset advisory, FX, and structured investment solutions. Comparable to AIX on UAE HNW distribution, FX/commodities capability, and advisor-led advisory model.
• FAB (First Abu Dhabi Bank) Wealth Management: Largest UAE bank with a wealth management division serving HNW and institutional clients across the GCC. Comparable to AIX on customer base (UAE HNW/institutional), regulated UAE distribution, and broad multi-asset advisory capabilities.
• Mashreq Wealth Management: UAE-headquartered bank-affiliated wealth manager serving HNW and affluent clients with multi-asset advisory, structured products, and discretionary portfolios. Comparable to AIX on UAE HNW targeting and multi-asset advisory offerings.
• Emirates NBD Wealth Management: UAE-headquartered bank-affiliated wealth manager offering advisory, discretionary portfolio management, and structured products to HNW and institutional clients across the GCC. Directly comparable to AIX on customer segment, UAE regulatory footprint, and multi-asset product set.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AIXinvestment
• LinkedInlinkedin.com/company/aix-investment-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AIX Investment Group