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MEET THE TEAM

Where experience meets vision in global investment leadership

Leadership | Strategy | Institutional Excellence

At INVEST55 HOLDING, leadership is defined by discipline, experience, and long-term vision. Our executive team brings together top-tier expertise in global markets, infrastructure investment, risk management, and quantitative analytics. We operate with an institutional mindset focused on capital preservation, sustainable growth, and superior risk-adjusted returns.

 

Ali Azmi Aziz

Ali Azmi Aziz

C.E.O
In the dynamic world of finance and investment, few names stand out as boldly as Ali Azmi Aziz, the visionary leader and Chief Executive Officer of INVEST55 HOLDING. With a career marked by strategic insight, innovative thinking, and a deep understanding of global markets, Ali has positioned INVEST55 HOLDING as a trusted and forward-thinking entity in the investment landscape. A graduate of esteemed institutions and a seasoned professional with years of experience in financial services, Ali Azmi Aziz brings a unique blend of expertise and passion to his role. His leadership style is defined by clarity, integrity, and a relentless pursuit of excellence. Under his guidance, INVEST55 HOLDING has not only achieved remarkable growth but has also set new benchmarks in customer service, portfolio management, and market responsiveness. Ali believes that successful investing is not just about numbers, but about building long-term value and fostering trust. His philosophy centers on empowering clients through informed decisions, transparent communication, and personalized solutions tailored to individual goals. This client-centric approach has earned INVEST55 HOLDING a loyal following and a strong reputation in both local and international markets. As a thought leader in the financial sector, Ali frequently shares insights on emerging trends, risk management strategies, and the future of investment. His contributions are not only shaping the industry but also inspiring the next generation of entrepreneurs and investors. At INVEST55 HOLDING, under the leadership of Ali Azmi Aziz, the mission remains clear: to deliver exceptional returns, drive innovation, and create lasting value for all stakeholders. Whether you're an experienced investor or just beginning your journey, INVEST55 HOLDING, led by Ali Azmi Aziz, is committed to helping you achieve your financial aspirations with confidence and expertise.



aziz.aa@invest55-holding.com
Aaron Mikati

Aaron Mikati

C.O.O
In the dynamic world of finance and investment, leadership plays a crucial role in shaping the future of any organization. At INVEST55 HOLDING, one of the key figures driving innovation, strategy, and operational excellence is Aaron Mikati, the company’s Chief Operating Officer (COO). With a career marked by strategic vision and a deep understanding of financial markets, Aaron Mikati has become an essential pillar of Invest55 Holding's success. His responsibilities span across the day-to-day operations, ensuring that the company maintains its high standards of performance, efficiency, and client satisfaction. Aaron brings to the table not only extensive experience in business management but also a strong commitment to fostering growth and delivering value to stakeholders. His leadership style is characterized by transparency, collaboration, and a forward-thinking mindset—qualities that have helped INVEST55 HOLDING maintain a competitive edge in a rapidly evolving industry. As COO, Aaron oversees critical functions such as operations, risk management, and internal processes, all while aligning them with the company’s long-term goals. His ability to balance short-term objectives with long-term strategic planning ensures that INVEST55 HOLDING continues to thrive in an ever-changing economic landscape.



mikati.a@invest55-holding.com
Benjamin Safra

Benjamin Safra

C.I.O
As the Chief Investment Officer (CIO) of INVEST55 HOLDING, Benjamin Safra plays a pivotal role in shaping the strategic direction and financial performance of one of the most dynamic investment platforms in the market. With a deep understanding of global financial systems, risk management, and long-term value creation, Benjamin leads the firm’s investment initiatives with a blend of expertise, vision, and integrity. At INVEST55 HOLDING, Benjamin is responsible for overseeing the development and execution of investment strategies across diverse asset classes, including equities, fixed income, real estate, and alternative investments. His leadership ensures that the firm remains agile in navigating market fluctuations while delivering consistent returns to its stakeholders. A seasoned professional with extensive experience in finance and portfolio management, Benjamin brings a unique perspective rooted in both analytical rigor and entrepreneurial insight. His approach emphasizes innovation, sustainability, and transparency—values that are central to Invest55 Holding’s mission of fostering long-term growth and trust. Under his guidance, INVEST55 HOLDING continues to expand its footprint, offering tailored financial solutions to a wide range of clients, from individual investors to institutional partners. Benjamin's commitment to excellence and his ability to anticipate market trends make him a key figure in driving the company’s success. In an ever-evolving financial landscape, Benjamin Safra stands as a trusted leader, dedicated to empowering clients through informed decision-making and strategic investment opportunities. His work at INVEST55 HOLDING reflects a deep passion for finance and a relentless pursuit of value creation.






safra.b@invest55-holding.com
Raphael Safra

Raphael Safra

C.F.O
At INVEST55 HOLDING, we are committed to driving sustainable growth and delivering exceptional value to our stakeholders. Central to this mission is our leadership team, whose expertise and vision shape the future of the company. Among them is Raphael Safra, our esteemed Chief Financial Officer (CFO), who plays a pivotal role in steering the financial strategy and ensuring long-term success. With a deep understanding of global markets and a proven track record in financial management, Raphael brings both strategic insight and operational excellence to his role. His responsibilities encompass overseeing financial planning, risk management, budgeting, and corporate finance, all while aligning the company’s financial goals with its broader business objectives. Raphael's approach is grounded in transparency, integrity, and innovation. He leads with a forward-thinking mindset, constantly seeking opportunities to optimize performance and enhance shareholder value. His leadership has been instrumental in guiding INVEST55 HOLDING through periods of growth and transformation, reinforcing the company's position as a trusted player in the financial services sector. As CFO, Raphael also plays a key role in fostering strong relationships with investors, partners, and regulatory bodies, ensuring that INVEST55 HOLDING maintains the highest standards of compliance and accountability. His ability to balance short-term results with long-term vision makes him an invaluable asset to the organization. At INVEST55 HOLDING, we believe that strong leadership is the foundation of success. Raphael Safra exemplifies this principle, contributing significantly to the company's continued growth and stability. His dedication and expertise continue to inspire confidence and drive excellence across the organization. Discover more about how INVEST55 HOLDING is shaping the future of finance—and the leaders who make it possible.



safra.r@invest55-holding.com
Adrian Rochat

Adrian Rochat

FINANCE ADVISOR
At INVEST55 HOLDING, we believe that financial success is built on expertise, integrity, and a deep understanding of your unique goals. That’s why we are proud to have Adrian Rochat as our dedicated Finance Advisor, bringing a wealth of knowledge and a results-driven approach to every client he serves. With a strong background in financial planning, investment strategies, and risk management, Adrian has established himself as a trusted partner for individuals and businesses seeking to grow and protect their wealth. His professional demeanor, combined with a genuine commitment to client satisfaction, makes him an invaluable member of our team. Adrian's role at INVEST55 HOLDING involves providing tailored financial advice, developing customized investment solutions, and guiding clients through the complexities of modern finance. Whether you're looking to optimize your portfolio, plan for retirement, or explore new investment opportunities, Adrian is equipped to help you make informed decisions that align with your long-term objectives. His approach is rooted in transparency, precision, and a deep respect for the financial aspirations of each individual he works with. At INVEST55 HOLDING, we understand that every client is unique, and Adrian's ability to listen, analyze, and act ensures that his recommendations are both practical and impactful. For anyone looking for expert financial guidance, Adrian Rochat stands out as a reliable and professional advisor committed to delivering exceptional value. Whether you're just starting your financial journey or looking to refine your existing strategy, Adrian and the team at INVEST55 HOLDING are here to support you every step of the way. INVEST55 HOLDING – Where Expertise Meets Opportunity.






rochat.a@invest55-holding.com
Simon Itani

Simon Itani

FINANCE ADVISOR
At INVEST55 HOLDING, we believe that financial success is built on trust, expertise, and a deep understanding of your unique goals. That’s why we are proud to have Simon Itani as a key member of our team of seasoned finance advisors. With years of experience in the financial industry, Simon brings a wealth of knowledge and a client-centric approach to every interaction. His expertise spans investment strategy, portfolio management, risk assessment, and long-term financial planning. Whether you're looking to grow your wealth, secure your retirement, or achieve specific financial milestones, Simon is dedicated to providing tailored solutions that align with your aspirations. As a trusted finance advisor, Simon understands that every individual's financial journey is unique. He takes the time to listen, analyze, and develop strategies that reflect your personal values, objectives, and risk tolerance. His professional demeanor, combined with his commitment to transparency and integrity, has earned him the respect and confidence of clients across various sectors. At INVEST55 HOLDING, we are committed to delivering exceptional service and results. Simon Itani exemplifies this commitment through his dedication, expertise, and unwavering focus on client success. Together with our team, he plays a vital role in helping clients navigate the complexities of the financial world with confidence and clarity. Whether you're an individual investor, a business owner, or part of a family office, Simon Itani is here to guide you toward a more secure and prosperous financial future. Let us help you make informed decisions that lead to lasting success. INVEST55 HOLDING – Where Expertise Meets Opportunity.








itani.s@invest55-holding.com
Richard Levy

Richard Levy

WEALTH MANAGER
At INVEST55 HOLDING, we understand that wealth management is more than just numbers—it’s about building a legacy, securing your future, and achieving financial freedom. As a trusted wealth manager, Richard Levy brings decades of expertise, a deep understanding of global markets, and a commitment to personalized service tailored to the unique needs of each client. With a career dedicated to helping individuals and families navigate the complexities of wealth preservation and growth, Richard Levy has established himself as a leader in the field. His approach combines strategic financial planning, disciplined investment management, and a strong ethical foundation, ensuring that every decision aligns with your long-term goals. INVEST55 HOLDING is not just another wealth management firm—it’s a partnership built on trust, transparency, and results. We work closely with our clients to develop comprehensive financial strategies that reflect their aspirations, risk tolerance, and life objectives. Whether you’re looking to grow your assets, plan for retirement, or protect your wealth against economic uncertainty, our team is here to guide you every step of the way. In today’s dynamic financial landscape, having a reliable and experienced wealth manager is more important than ever. Richard Levy and the INVEST55 HOLDING team are committed to delivering exceptional service, innovative solutions, and lasting value. Our goal is not only to meet your expectations but to exceed them, helping you achieve greater financial confidence and peace of mind. For those seeking a professional, trustworthy, and results-driven wealth management experience, INVEST55 HOLDING and Richard Levy stand ready to support you in shaping a secure and prosperous future.



levy.r@invest55-holding.com
Michael Fritz Klein

Michael Fritz Klein

WEALTH MANAGER
At INVEST55 HOLDING, we understand that true wealth management goes beyond numbers and portfolios—it’s about building a legacy. That’s why we are proud to have Michael Fritz Klein as our dedicated Wealth Manager. With a deep understanding of financial markets, a commitment to personalized service, and an unwavering focus on long-term value, Michael plays a vital role in helping our clients achieve their financial aspirations. Michael brings years of expertise in wealth planning, investment strategy, and asset allocation. His approach is rooted in thorough research, strategic thinking, and a client-first mindset. Whether you're looking to grow your assets, plan for retirement, or safeguard your family’s future, Michael is equipped to provide tailored solutions that align with your unique goals and risk profile. As a key member of the Invest55 Holding team, Michael works closely with clients to develop comprehensive financial strategies that evolve with market conditions and personal circumstances. He combines his professional insight with a genuine passion for helping individuals and families thrive financially. In today’s complex financial landscape, having a trusted partner like Michael Fritz Klein can make all the difference. At INVEST55 HOLDING, we believe in transparency, integrity, and excellence—and Michael embodies these values every day. Discover how INVEST55 HOLDING, with Michael Fritz Klein at the helm, can help you navigate the path to financial success. Let us be your guide to a more secure and prosperous future.



klein.mf@invest55-holding.com
Arthur Suter

Arthur Suter

INVESTMENT ADVISOR
At INVEST55 HOLDING, we understand that your financial future is one of the most important aspects of your life. With a deep commitment to excellence and a proven track record in wealth management, we offer tailored investment solutions designed to meet the unique needs of our clients. Our flagship offering, INVEST55 HOLDING, represents a strategic approach to long-term growth and financial security. This comprehensive investment vehicle is structured to provide balanced exposure across a diversified portfolio of assets, ensuring both stability and opportunity in today’s dynamic market environment. Whether you are planning for retirement, seeking to grow your wealth, or looking for professional guidance to navigate complex financial decisions, Arthur Suter Investment Advisor is here to support you every step of the way. Our team of experienced professionals combines industry expertise with a client-first philosophy to deliver personalized advice and innovative strategies. We believe that true value lies not only in returns but also in the confidence and peace of mind that come from working with a trusted partner. With INVEST55 HOLDING, you gain access to a well-researched, professionally managed investment solution that aligns with your financial goals and risk tolerance. Trust in our expertise. Invest in your future. Choose Arthur Suter Investment Advisor – where your financial aspirations become reality.







suter.a@invest55-holding.com
Sophie De Reynier

Sophie De Reynier

BUSINESS CONSULTANT
At INVEST55 HOLDING, we believe that strategic vision and expert guidance are the cornerstones of sustainable business success. That’s why we are proud to have Sophie De Reynier as our esteemed Business Consultant. With a wealth of experience and a deep understanding of global markets, Sophie plays a pivotal role in shaping the growth strategies of our clients and partners. Sophie brings a unique blend of analytical rigor and practical insight to every project. Her expertise spans financial strategy, operational efficiency, and market expansion—making her an invaluable asset to any organization seeking to optimize performance and achieve long-term objectives. As a key member of our team, Sophie works closely with clients to identify opportunities, mitigate risks, and drive innovation. Her approach is both collaborative and results-driven, ensuring that every recommendation aligns with the specific needs and goals of each business. In today’s fast-paced and ever-evolving economic landscape, having a trusted advisor like Sophie can make all the difference. Whether you're looking to scale your operations, enter new markets, or refine your business model, Sophie offers the expertise and support needed to navigate complex challenges with confidence. At INVEST55 HOLDING, we are committed to delivering exceptional value through tailored solutions and professional excellence. With Sophie De Reynier leading the way, we continue to empower businesses to thrive in an increasingly competitive world. Discover how INVEST55 HOLDING can help you achieve your ambitions—partner with Sophie and take your business to the next level.




reynier.s@invest55-holding.com
Matilde Leblanc

Matilde Leblanc

REAL ESTATE ADVISOR
At INVEST55 HOLDING, we pride ourselves on delivering exceptional real estate solutions tailored to meet the unique needs of our clients. Among our esteemed team of professionals is Matilde Leblanc, a dedicated and experienced Real Estate Advisor whose expertise and commitment set the standard for excellence in the industry. With a deep understanding of the market and a client-focused approach, Matilde brings a wealth of knowledge and insight to every transaction. Her ability to listen, analyze, and strategize ensures that each client receives personalized guidance throughout the buying or selling process. Whether you are looking to invest in property, relocate, or optimize your current real estate portfolio, Matilde is here to support you with professionalism and integrity. Her work ethic, combined with her passion for real estate, has earned her a strong reputation among both buyers and sellers. Matilde’s goal is not only to meet expectations but to exceed them by providing transparent communication, timely updates, and expert advice every step of the way. At INVEST55 HOLDING, we believe that real estate is more than just a transaction—it’s about building futures. With Matilde Leblanc as your advisor, you can trust that your interests are always at the forefront of every decision. Your Home. Your Future. Our Commitment. Matilde Leblanc – Real Estate Advisor at INVEST55 HOLDING









leblanc.m@invest55-holding.com

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Commercial Register No.: CH-660.2.793.012-7

Address: 41 Rue du 31-Décembre 1207 Geneva

Contact: info@invest55-holding.com

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