Scaling new heights: How AIX is redefining global investment opportunities

The global economy has continued to display remarkable resilience in the face of historic higher for longer interest rates and sticky inflation, with the International Monetary Fund projecting a 3.2 per cent expansion in 2024 and 3.3 per cent next year.

The robust growth being forecasted benefits GCC economies, especially the UAE. It is supported by continued diversification and economic resilience as the government pursues National Visions such as “We the Emirates 2031”.

“The UAE offers a unique investment climate distinguished by its political stability, robust regulatory framework, and strategic location as a global business hub,” says Fadi Dabbagh, president of the board at AIX Investment Group.

“Unlike many emerging markets, the UAE has a diversified economy with vital sectors such as real estate, technology, finance, and renewable energy, reducing reliance on any single industry. This diversification provides resilience against global economic fluctuations.”

Dabbagh’s optimism is not misplaced; numbers back it. The UAE’s robust business environment and policy reforms have strengthened its position as a key player in the global economy. Last year, the country attracted 45.4 per cent of all foreign direct investment that flowed into Arab countries, totalling Dhs248.3bn, according to UNCTAD’s World Investment Report 2024.

Henley & Partners’ Private Wealth Migration Report, released in June, shows that the UAE is also set to see a record net inflow of 6,700 millionaires from around the world by the end of 2024.

With a record-breaking 128,000 millionaires with a liquid investable wealth of $1m or more expected to relocate worldwide in 2024, Harish Prithvi, the COO of AIX Investment Group, asserts that the advisory firm understands that every client has distinct financial objectives, risk tolerance, and investment timeframes.

“To address clients’ diverse needs, we offer a personalised approach to financial planning. Our strategies are carefully tailored based on a thorough understanding of each client’s specific circumstances, market outlook, and long-term objectives,” adds Prithvi.

The UAE’s thriving economy and buoyant investment landscape dovetail with AIX Investment Group’s dedication to offering cutting-edge investment solutions that cater to individual client needs. By continually exploring new investment avenues, the advisory firm strives to exceed clients’ expectations and consistently deliver exceptional investment returns.

“Compelling growth opportunities in the UAE include the technology and fintech sectors, driven by digital transformation initiatives, and sustainable energy projects aligned with the country’s vision for a green economy. Similarly, initiatives such as the Dubai 2040 Urban Master Plan present significant opportunities in real estate and infrastructure development,” notes Dabbagh.

From Dubai to the world

From the 2008/09 global financial meltdown to the economic shocks of the Covid-19 pandemic to the current higher interest rate environment, the global economy has indeed demonstrated remarkable resilience in the face of significant challenges. Undeterred by these transformative forces that have reshaped the investment landscape, AIX Investment Group’s unwavering determination propelled the investment advisory firm forward until it reached the top, the pinnacle of human engineering: the Burj Khalifa.

The advisory firm has called the 144th and 146th floors of the Burj Khalifa home for several years. The unparalleled vantage point provides not only a panoramic view of Dubai, the Middle East’s business and tourism hub, but a deep understanding of the region’s distinct markets and investment landscape.

“AIX Investment Group’s expansion into diverse asset classes, including sports investments, is guided by a strategic framework that aligns with our long-term growth objectives. We ensure this alignment by rigorously evaluating each new investment against our core values and growth strategy,” says Prithvi.

He emphasises that the group’s focus remains on innovation, diversification, and value creation.

“Sports investments, for example, offer unique opportunities for global brand exposure and engagement with new demographics, which support our broader goals of expanding our market presence and enhancing brand equity,” explains Prithvi. While AIX Investment Group has no immediate plans to expand its physical presence in other markets, the investment advisory firm is looking beyond borders to connect with equally driven partners across sports, innovation, and global impact, which offers it an extended reach and influence worldwide.

Through its ‘We Are The Future’ vertical, the financial services firm seeks to be a catalyst for positive change, bridging what they call the gap between innovation and impact through strategic investments and philanthropic investments.

Investing with purpose

AIX Investment Group fully acquired the PHM AIX Formula 2 and Formula 3 teams in May and rebranded the team as AIX Racing – a strategic acquisition that opened an exciting chapter for the investment advisory firm.

“The acquisition of Formula 2 and Formula 3 teams, now called AIX Racing, was driven by our vision to enter a dynamic and globally recognised industry that offers both financial returns and strategic brand positioning,” says Morne Reinecke, the CEO of We Are The Future.

Reinecke believes that motorsport is not only a high-profile arena but also a sector with significant growth potential, particularly in terms of sponsorship, media rights, and global fan engagement. The racing team combines the advisory firm’s financial strength with Formula 2 and Formula 3 teams’ racing expertise to become a motorsport powerhouse.

“This investment aligns with our strategy to diversify into alternative asset classes that offer growth opportunities beyond traditional markets. We expect it to contribute to portfolio growth by capitalising on the increasing commercial appeal of motor sport, particularly in emerging markets where the fanbase is expanding rapidly,” adds Reinecke.

Meanwhile, AIX’s ambitions for cross-industry collaborations haven’t halted at the racetrack in fact, they took flight with Emirates Airline to showcase its partnerships under its ‘We Are The Future’ vertical.

Reinecke emphasised that ‘We Are The Future’ has had a positive impact since its inception, serving as a cornerstone of AIX Investment Group’s commitment to innovation and social responsibility. He explains that the initiative has always been a key part of the investment advisory firm’s strategy.

“It was recently named and formally recognised as We Are The Future,” he adds.  “This initiative has driven investments in critical sectors such as technology, education, and sustainability, which are essential to shaping a better future.”The group’s captivating commercial on Emirates’ inflight entertainment brings together figures, including legendary Real Madrid player Michel Salgado, esteemed partner Rashid Al Habtoor, and AIX Racing team.

We recently hosted the Dubai Intercontinental Football Cup U13 2024, a prestigious tournament that showcased the future stars of international football. The event, which drew teams from around the world, including renowned clubs like Barcelona, Real Madrid, AlNasar, and ShababAlAhli, underscored the advisory firm’s commitment to nurturing young talent and promoting sport on a global scale.

Reinecke says AIX Investment Group’s milestones include strategic partnerships with Fursan Hispania FC by Salgado and the Al Jalila Foundation, as well as supporting the careers of upcoming motorsport drivers like Charlie Wurz and Brad Benavides and the AIX Racing Formula 2 and 3 teams.

“Through these initiatives, ‘We Are The Future’ is not only advancing our long-term objectives but also making a tangible impact on the communities and industries we serve,” says a proud Reinecke.

A compelling investment

While market volatility is common knowledge, AIX Investment Group offers personalised and goal-orientated hedging services and financial solutions that are designed to boost return investment (ROI)while allowing clients to explore the full possibilities their wealth creates. Dabbagh notes that geopolitical tensions, fluctuating interest rates, and a decelerating global economy are shaping a challenging environment for investors.

“These factors contribute to increased market volatility, currency fluctuations, and potential disruptions in global supply chains. The risks for investors include reduced returns on traditional assets, heightened uncertainty in emerging markets, and potential liquidity constraints,” he says while emphasising the importance of portfolio diversification to mitigate risks. “By spreading investments across various asset classes, investors can better navigate uncertainty.”

The investment advisory firm has adopted a streamlined approach, focusing on just two core investment solutions. AIX Bond, a 60-month fixed-income security, offers a 12 per cent annual yield with quarterly coupons of 3 per cent.

“AIX Bond 2 is designed to offer investors an attractive return in a volatile market. What sets it apart is its strong foundation in high-quality assets, strategic allocation across various sectors, and an emphasis on fixed, income-generating investments,” says Prithvi.

He emphasises that in the current market conditions, where uncertainty is prevalent due to geopolitical tensions and fluctuating interest rates, AIX Bond 2 is tailored to meet the needs of investors seeking yield, making it a compelling choice for those looking to safeguard their portfolios while still achieving growth.

The debt instrument not only resonates with current investors but also attracts potential clients who show interest in similar financial products. It offers fixed returns while minimising risk and helping investors invest in a relatively safe way. Fixed-income coupon bonds ensure investors steady interest income throughout the life of the bond while reducing the overall risk in an investment portfolio.

The second investment solution, a marquee offering known as AIX Property Secure, promises rental returns of between 14-20 per cent at predetermined intervals, paid directly to investor accounts. The real estate market offers diversity, catering to a spectrum of investment preferences. From luxury apartments to commercial spaces, the range ensures that potential investors can align their choices with their investment objectives.

Dubai’s multifaceted real estate market demands more than just financial capital; it requires insights and strategies from trustworthy and established experts. AIX offers a diverse range of investment solutions in addition to ‘Property Secure’, catering to diverse investor preferences while providing innovative avenues to diversify investment portfolios.

Going forward, Dabbagh believes that Dubai’s robust economy and supportive regulations, especially in the real estate sector, will continue to draw substantial investments from high-net-worth individuals.

Read: AIX Investment Group is showcasing Dubai’s potential for real estate investor