Interview with Samir Lakkis
By Romina López La Rosa
Date: April 3, 2025
In the intricate world of finance, where complexity is often the norm, few professionals navigate the landscape with as much expertise and strategic vision as Samir Lakkis. As the driving force behind AIS, a firm specializing in structured products, investment funds, and securitization, Lakkis brings a wealth of experience to an industry characterized by rapid changes and increasing competition. With offices located in Switzerland, Spain, Dubai, Panama, and the Bahamas, AIS is well-positioned to leverage global market trends, catering to the nuanced needs of a diverse client base.
Lakkis’s journey in finance is marked by a clear mission: to provide clients with unparalleled access to premium banking services through high-quality structured notes. In a recent interview, he elaborated on how this focus has shaped AIS’s strategic direction and positioned the firm as a leader in the financial services sector.
“Our first goal was to offer clients access to major banks with high-quality structured notes,” Lakkis stated emphatically. In a financial environment where traditional products often fall short of client expectations, AIS aims to redefine the standards of investment offerings. By forging partnerships with top-tier banking institutions, the firm ensures that its clients have access to superior investment vehicles designed to meet specific financial goals.
Lakkis’ belief in the potential of structured products is grounded in their ability to provide flexible solutions for investors seeking to mitigate risk while capitalizing on unique market opportunities. “Structured products allow for customization, enabling investors to tailor their investments according to their risk appetite and investment horizons. This level of personalization is becoming increasingly important in today’s volatile markets,” he explained.
Reflecting on broader trends in the financial landscape, Lakkis observed a notable shift towards alternative assets within private banking. “It seems that alternative assets have finally taken hold in private banking,” he remarked, indicating a growing acceptance of non-traditional investment strategies among wealthier clients. With investors increasingly seeking diversification beyond conventional stocks and bonds, alternative assets — including real estate, private equity, and hedge funds — are becoming central to many portfolios.
This shift is particularly relevant in the Middle East, where the investment climate is evolving rapidly. As economies diversify away from oil dependence, wealth management strategies in the Gulf region are likewise becoming more sophisticated. Lakkis noted that investors are now more open to exploring innovative investment opportunities that can offer higher yields and risk-adjusted returns.
The strategic locations of AIS’s offices serve a dual purpose: fostering local relationships while also providing a gateway to global markets. Dubai, in particular, has emerged as a financial hub, attracting international investors and institutions alike. The city’s robust regulatory framework and dedication to innovation in financial services position it as a critical player in the global finance arena. Lakkis is keenly aware of Dubai’s potential, stating, “The UAE is not just a market; it’s a launchpad for broader regional engagement.”
Moreover, the intricate regulations governing financial services in these jurisdictions compel firms like AIS to adapt continuously. As legislation evolves, staying compliant while innovating services to meet client needs remains a formidable challenge. “Our adaptability is one of our key strengths. We understand the regulatory landscape and leverage it to provide clients with optimal solutions,” Lakkis asserted.
In discussing the future, Lakkis was optimistic yet realistic about the challenges ahead. “We are committed to evolving our offerings and expanding our reach,” he noted. He pointed out the importance of technology in transforming the investment landscape, particularly in automating processes and enhancing client interactions.
As AIS continues to scale and adapt to changing market demands, Lakkis’s commitment to excellence and innovation remains unwavering. His vision underscores not only the resilience of his firm but also the broader trends influencing the global financial services sector.
In a world where financial landscapes are continually reshaped by new technologies and shifting investor priorities, Lakkis stands as a testament to what can be achieved through both strategic foresight and an unwavering commitment to client service.
Tags: #BusinessNews, #EconomyNews, #UAE