AIS Financial Group is an independent investment solutions boutique providing structured products, in-house uncorrelated thematic funds, and bespoke securitization solutions to financial advisors, family offices, and institutional investors worldwide.  Founded in 2016, AIS has distributed over USD 7.5 billion globally from offices in Zurich, Geneva, Nassau, Panama, Madrid, and Dubai.  

The company operates across 3 integrated verticals:  
- Structured Products: Tailor-made execution across 35+ issuers, powered by the proprietary Phoenix platform and Akoura pricer.   

- Funds: AIS Global Sports Lending, a collateralized private debt fund focused on football club financing, and AIS Structured Notes Opportunities, a managed fund delivering yield through diversified structured products with 50 to 70% downside protection.   

- Securitization Solutions: plug-and-play vehicles enabling investment managers wrap any asset or strategy into bankable, ISIN-registered certificates through vehicles in Guernsey, Luxembourg, and Cayman.   

AIS combines boutique agility with institutional infrastructure to deliver tailored investment solutions across public, private, and digital markets.

AIS Financial Group

The Rue du Rhône 67 office focuses on investment solutions, structured products, and cross-asset management in the Southern Cone and Romandy.

Rue du Rhône 67

The Calle de Velázquez office focuses on securitization solutions and financial services, enhancing client relationships and communications.

Calle de Velázquez

Talacker 50 serves as a hub for client relations and partnership development in the heart of Zurich's financial district.

Talacker 50

Samir Lakkis

Erik Schachter

This department focuses on managing and nurturing relationships with clients to ensure their satisfaction and loyalty.

Client Relations

This department specializes in managing and selling cross-asset structured products and solutions to clients.

Cross Asset Sales

This department focuses on developing and managing financial structures for the securitization of assets.

Securitization Solutions

This department manages financial planning, reporting, and analysis to ensure organizational profitability and compliance.

Finance Department

This department ensures adherence to regulations and supports the organization's compliance framework.

Compliance Operations

This department focuses on providing comprehensive financial solutions across various asset classes to meet client needs.

AIS Financial Group

Org chart

Teams

Client Relations

Cross Asset Sales

Securitization Solutions

Finance Department

Compliance Operations

Cross Asset Solutions

Offices

AIS Financial Group

Org chart

Teams

Client Relations

Cross Asset Sales

Securitization Solutions

Finance Department

Compliance Operations

Cross Asset Solutions

Offices

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