The FirmOverview

Our team of seasoned investment professionals is dedicated to providing personalized guidance and support to our clients at every step of their investment journey.

The strength of our business stems from our extensive expertise and a solid foundation based on both intellectual and financial capital. Our investments are driven by the extensive competence of our teams whilst adopting the highest standards of risk management.

We pride ourselves on the commitment we show to our clients and we generally operate under a model of profit sharing. We make money when our investors make money and our success depends on your success. Putting our client’s interests first is at the core of our philosophy.

  • Driven by the
    Extensive Expertise
  • Full Insights and
    Monitoring
  • High Standards of
    Risk Management

LONG TERM Returns & Capital Preservation

The firm’s goal is to deliver enhanced returns and capital preservation over the long term. Our founded values reflect AIX’s strong partnership culture, commitment to exceptional performance and uncompromising integrity.

Our investment methodology is built on four key pillars under which we operate. Our core values make up our organizational and investment strategies and drive us forward.

Your Investment partner of choice

We use several diversified strategies and tools all with intent to minimize risk and maximize profits.

Outstanding
Investment Experience
Diversification
& Safety
Proven
Track Record
High Standard of
Risk Management
Innovative &
Educated Investments
Focus on You
  • Our People

    The deep expertise of the AIX team gives us the foundation of intellectual capital on which to draw.

  • Our Product

    Our product's performance stands out due to a track record of superior risk-adjusted returns, maintained consistently across various economic conditions.

  • Our Performance

    Our product leverages our extensive expertise to offer a unique and innovative solution tailored to meet the specific investment requirements of our clients.

Our investment methodology is built on four key pillars under which we operate. Our core values make up our organizational and investment strategies and drive us forward.

Transparency

We believe that trust and transparency are paramount in our client relationships and as such, they are at the core of our business philosophy. We cultivate relationships with investors and partners based on mutual trust and complete openness.

Safety

We commit to the highest standards of risk-management in all investments. We use modern tools to ensure we are operating in a safe and sustainable manner.

Excellence

We strive for excellence in everything we do. We pride ourselves on the level of excellence we insist on in our advisory performance, customer service, and organizational efficiency.

Innovation

We believe in providing our clients advisory on an innovative product that delivers superior performance and access to forward-looking investments in line with their long-term objectives.

At AIX Group AG, all our client advisers are registered in a swiss client advisor register. FINMA approved a register of advisers for the first time in 2020.

The Swiss Financial Services Act (FinSA), which entered into force on 1 January 2020, states that client advisers of Swiss & International financial service providers must be entered in the Swiss ‘Client Advisers’ Register (Art. 28 para. 1 FinSA).

Client advisers are natural persons who offer financial services to clients in Switzerland.

The registration body manages the Client Advisers’ Register, directly under FINMA supervision. The adviser as a financial service provider and client adviser, providing investment advice on a commercial basis constitutes a financial service and is therefore covered by the FinSA (Art. 3 lit. c and d FinSA).

The register of advisers will contain information about the Client Adviser at AIX Group AG.

Click here to check the Swiss FINMA client adviser register.