Three years after going live, Geneva-based structured products independent investment boutique, AIS Financial Group, is managing around US$800 million annual issuance volume and is moving to “grow that figure with a number of initiatives”. SRP spoke to Samir Lakkis, founder at AIS about the firm’s products as well as its plans and market outlook.
AIS is a privately-held and independent organization, which holds “privileged relationships and agreements” with major issuers of structured products around the world. This allows AIS to access and select top calibre investment products in the market, while seeking to minimize bias or pressure from third parties, according to Lakkis. “We provide tailored solutions, recommending and adapting the products that best suit our client’s local and specific needs, based on their
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