Aliya
Private Solutions
Private Solutions
Exclusive financial expertise and consulting service boutique
Aliya
Private Solutions
Private Solutions
Exclusive financial expertise and consulting service boutique
APS is a team of experts who will pick up the phone even when things are bad.
APS's mission is to be a reliable partner in the most difficult financial situations.
APS's mission is to be a reliable partner in the most difficult financial situations.
ABOUT US
Aliya Shamilova is an independent financial expert in investment banking consulting.
Accredited lobbyist for Russian investors at the Belgian Ministry of Finance, entrepreneur, investor, mom.
Founder of Aliya Private Solution, an exclusive financial expertise and consulting service boutique.
15 YEARS
of professional experience
HNWI / UHNWI
clients served
EXPERT TEAM
Qualifications
Professional Certifications:
- FA Candidate Level II - International standard of investment analysis
- FFMS 1.0 - Financial market specialist qualification certificate
- Harvard Cybersecurity Certificate - Security program from the world's leading university
Experience
Professional achievements in leading banks and financial companies:
- Russian banks and brokers: Sber, VTB, PSB, T-bank, BCS, ATON
- Foreign banks and Family Offices: Citibank, Barclays, Castle Family Office (Singapore)
Geography
- CIS, including Kazakhstan and Russia
- EU, including Switzerland, Luxembourg, and Liechtenstein
- Cyprus
- Georgia
- Mauritius
Clients
Key client characteristics: Portfolio of $10 mln or more
SERVICES
We help investors choose the best and, most importantly, the safest personal finance solution.
Personalized APS support
Challenges:
- Lack of a personal financial advisor who has no conflict of interest with a bank, broker or government agency, and is only directly interested in lobbying the investor's interests
- Lack of a “one-stop shop” for multiple financial tasks
- Large number of banking brokers for one client
- Constant change of personal managers
- Narrow specifics of Private banking
Solution:
- Personal support by a consultant throughout the year
- Representation and lobbying the investor's interests in banks, financial and governmental institutions
- Streamlined and simplified interaction with all financial services and jurisdictions
APS’s comprehensive support includes all the services listed below:
Challenges:
- The client's portfolio includes several banks and brokers in different jurisdictions (Russia, UAE, Europe, CIS)
- The client doesn’t know what types of assets they have (real value, unprofitability, profitability, risk level)
- Comprehensive portfolio audit across all available sources
- Consolidation of data in one file
- Preparation of three portfolio development scenarios
Challenges:
- Refusal to open and maintain bank accounts
- Blocking of accounts and difficulties with bank transfers
- Increased scrutiny and compliance requirements for investors of Russian origin
- Full support with compliance procedures
- Consideration of the specifics of the chosen financial organization and jurisdiction
- Creating a transparent set of documents to reduce the risk of rejection
Challenges:
- Investor receives a huge number of offers from banks and brokers
- Investor lacks the competence and time to study the offers and make decisions
- A second independent expert opinion taking into account profits, losses and possible risks
Challenges:
- Investor's portfolio is losing money
- Current investment portfolio is not generating the expected returns
- Comprehensive steps to make the portfolio profitable
- Rebalancing the portfolio into safe and high-performing investments
Challenges:
- It’s impossible to pay with a Russian card abroad (e.g., you can't buy ice cream in Monaco)
- A Russian investor can’t have accounts in unfriendly countries (let's be honest — not many countries at all)
- The investor's previous capital accumulated over the years is blocked from all sides, both in Russia and abroad
- Problems with transfers and payments, both personal and business (even in “friendly” countries, the usual installment payments for real estate can stall, and payments for a child's studies abroad may not go through at all)
- Creating a financial infrastructure to address the client's personal needs
- Opening accounts
- Resolving compliance issues
- Formation of infrastructure: creation of funds and Family offices
- Selection of banking products and best tariffs for clients
- Relocation of assets from foreign financial institutions
- Opening ruble accounts, assistance in making payments
Challenges:
- Assets are blocked in foreign organizations
- No residence permit
- Unsuitable origin of funds
- Center of interest: Russia
- Blocked access to account management
- Forced closure of accounts in European banks given the political situation
- Problems opening new accounts in foreign jurisdictions
- Relocation of assets for safe custody with the possibility of further management
Challenges:
- Lack of ability to receive coupons on securities (e.g., RZD securities purchased through a broker in Cyprus)
- Lack of ability to sell securities
- Lack of liquidity and movement of securities
- Obtaining full access to the assets and regaining the ability to earn income
Challenges:
We capitalize on successfully unblocking and restoring access to assets and their dividends
- Inability to manage assets in Russia and receive income from them
- Analysis and modification of the current application, as well as re-submitting after rejection based on formal requirements and nuances identified during the process
We capitalize on successfully unblocking and restoring access to assets and their dividends
Challenges:
- Improperly submitted documents for obtaining a license
- Rejection or problems when obtaining a license
- An application prepared by a lawyer cannot take into account all the specifics of the brokerage and banking business
- The brokers' situation changes during the application process
- A second expert opinion from ASP (an accredited investor lobbyist at the Belgian Ministry of Finance)
- Analysis and adjustment of the existing application
- Resubmission of documents after considering all the factors
CASES
BENEFITS
-
KnowledgeIn-depth knowledge of the banking, brokerage and insurance business with an understanding of subtle internal mechanisms and interrelationships -
ExperienceComprehensive skills and practical experience in solving problems in the field of personal finance -
ReactionInstant reaction to events in the political and economic spheres -
24/7 +Our consultants are always on call, even in tough times -
NetworkingProfessional international networking and long-term communications with clients and financial institutions -
ReputationProfessional reputation: major banks and private bankers alike turn to us for a second opinion -
ImplementationWe implement our recommendations ourselves and take care of all communications with banks and brokers -
ConfidentialityAbsolute confidentiality and guaranteed protection of the client's interests
Clients:
Why do you need an independent consultant when you have a personal manager at your bank?
APS:
Banks offer premium programs as a way to earn money, first of all, for themselves. The client's interests don't always coincide with the bank's interests. Even the most prestigious client has a personal manager who deals with a lot of other clients and doesn't have time to focus on a particular portfolio, assess the real situation on the cash flow, or explain to the client what assets were available a year ago, and what is available at the moment.
This problem is worsened by staff turnover, which makes it difficult for a new personal manager to deal with the “legacy” of the previous one and develop an effective portfolio management strategy.
An independent consultant works only in the client's interests and sees the entire portfolio in different financial organizations. We do not sell any banking products—we find the best solution for our clients. Here's our business financial model: our client earns = we earn.
Important: We do not compete with banks or brokers—we select the best partners and experts. We primarily work with people, not organizations. For tasks outside our expertise, we bring in proven sub-specialists to solve them.
This problem is worsened by staff turnover, which makes it difficult for a new personal manager to deal with the “legacy” of the previous one and develop an effective portfolio management strategy.
An independent consultant works only in the client's interests and sees the entire portfolio in different financial organizations. We do not sell any banking products—we find the best solution for our clients. Here's our business financial model: our client earns = we earn.
Important: We do not compete with banks or brokers—we select the best partners and experts. We primarily work with people, not organizations. For tasks outside our expertise, we bring in proven sub-specialists to solve them.
Clients:
Why choose an Aliya Private Solution consultant?
APS:
- We are experts in investment, banking, and insurance products.
- We are not limited to banks, jurisdictions or services, and we treat everyone equally—no conflicts of interest.
- We do not sell products—we solve problems.
- We know the best experts in finance and related fields because we believe in the power of collaboration and regularly share our expert opinion when requested by professionals.
- We are always on the client's side.
CONTACT US
INFORMATION
CONTACT
- info@aliyaprivatesolutions.com
- Premises Number 48266 - 001, IFZA Business Park, DDP, Dubai Silicon Oasis, Dubai, United Arab Emirates
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