Financial Consultant. We create portfolios abroad: safe, profitable, and confidential.
Get feedback on your investment portfolio from a professional with 5 years of international experience.
...Assistance in forming and managing an investment portfolio in a foreign jurisdiction
Your capital deserves international opportunities.
I help high-net-worth clients and businesses transfer their assets to reliable jurisdictions where your investments are protected from:
– Legal risks and corporate raiding
– Uncontrolled inflation and currency instability
– Limitations of local markets
Specialization: asset structuring through the USA, Switzerland, UAE, Singapore, and offshore zones.
I help high-net-worth clients and businesses transfer their assets to reliable jurisdictions where your investments are protected from:
– Legal risks and corporate raiding
– Uncontrolled inflation and currency instability
– Limitations of local markets
Specialization: asset structuring through the USA, Switzerland, UAE, Singapore, and offshore zones.
If you need assistance managing your investment portfolio outside of Russia, I’ll be glad to help.
...The strategic foundations of my work
0
years
Experience in the investment market (with leading investment firms in Russia and the USA)
0
million $
Our team has structured portfolios totaling.
0
%
Annual – the average net return in USD that my clients receive.
0
clients
With over $1 million in assets under management, clients have entrusted me with their savings.
Get to know the real stories of our clients who are steadily growing their capital through smart investment decisions. We work with major investors, tailor strategic frameworks, and provide support at every stage.
In our case studies, you’ll discover:
– Investment solutions that helped achieve financial goals
– Examples of effective capital management
– Strategies that deliver growth even in challenging market conditions
See the kind of results you can achieve with professional guidance.
Your success is our goal.
In our case studies, you’ll discover:
– Investment solutions that helped achieve financial goals
– Examples of effective capital management
– Strategies that deliver growth even in challenging market conditions
See the kind of results you can achieve with professional guidance.
Your success is our goal.
...Clients who are growing their capital with us
How can I be of help to you?
Assistance with allocating funds into securities through a foreign bank
Invest in global markets with capital protection and premium service
Invest in global markets with capital protection and premium service
Trusted partners — investment funds and brokers — mean:
- Direct access to top exchanges (NYSE, NASDAQ, SIX, SGX) without intermediaries
- Legal protection of assets from domestic risks
- Tax optimization through favorable jurisdictions (Switzerland, Singapore, Luxembourg) and the use of trusts
- Confidentiality — your assets are not listed in national registries
01
I will evaluate your portfolio: identifying funding risks, liquidity issues, and alignment with your goals.
Analysis of your current investment portfolio
Identify weak points, boost returns, and protect your capital
Identify weak points, boost returns, and protect your capital
02
I analyze the terms of engagement: fees, hidden payment structures, and whether the broker uses your assets. I’ll help you understand whether you’re dealing with a fund, a trust management structure, or a brokerage account — and assess whether it truly aligns with your interests.
I review agreements with banks, brokers, or UK entities in Russia or any other jurisdiction, assess the terms, identify risks, and provide recommendations to protect your interests.
03
I will assess a specific investment offer to help you make an informed decision. I understand that banks and brokers often promote their own products, which may not always be in the client's best interest. I’ll identify hidden risks, review the terms, and provide objective recommendations to protect your interests.
I will analyze the proposals offered by your bank, broker, or asset management company, identify potential risks, assess the terms, and help determine whether they officially align with your goals.
04
I will help manage your investment portfolio by aligning it with your financial goals, risk level, expected returns, investment horizon, and need for liquidity or regular payouts. I’ll offer a balanced solution to maximize the efficiency of your investments.
I will assist in creating an investment portfolio tailored to your financial goals, risk tolerance, and current market conditions. Together, we’ll select the optimal instruments for effective capital allocation.
05
Building the initial portfolio is just the beginning. I continue to monitor the market, initiate rebalancing, suggest profit-taking opportunities, and help adapt to crises. Long-term cooperation with clients allows me to preserve capital while focusing on sustainable growth and achieving your goals.
Continue to oversee and manage your portfolio with support that helps you monitor adjustments, respond to market changes, and maintain performance aligned with your criteria.
06
Additional services:
Assistance with opening bank accounts abroad (Dubai, Singapore, Switzerland, Andorra, Montenegro)
Assistance with opening foreign brokerage accounts (Dubai, Armenia)
Assistance with obtaining residence permits (Dubai, Andorra, Montenegro, Spain, Canada)
Purchase of investment and residential real estate (Spain, Dubai, Canada, USA)
Tax consulting (tax residency, CFCs, asset structuring)
Assistance with company formation (Dubai, Montenegro, Spain, Canada)
Get a free consultation
Fill out the form, and I will get in touch with you shortly.
This is an opportunity for you to evaluate my value, competence, and decide whether you’d like to collaborate with me moving forward.
Proven experience
I have over 5 years of experience in the investment market. I’m an active investor myself, earning passive income, and I’ve helped dozens of people build their own passive income streams and achieve financial independence.
Portfolio management of over $100 million
Clients with substantial capital trust me, and I confidently work with investments of $10–20 million USD. At the same time, I do not take funds into personal custody — you open an account with Interactive Brokers and grant access for management. Without your involvement, I cannot withdraw or transfer any funds, ensuring full control and transparency on your side.
Fluent in English
I work with clients and partners around the world, leveraging top analysts. I'm ready to assist in communication with your bank manager and conduct a detailed review of any brokerage agreement or investment proposal.
Physical presence in the EU
Ready for an in-person meeting or a joint visit to a bank branch anywhere in the world. London, Paris, Dubai — we can easily arrange a convenient time and place. I’m mobile and have all the necessary documents for unrestricted travel.
Objectivity
I am independent and do not act as an employee or agent of any company. I do not receive commissions for selling financial products. My recommendations and feedback are based solely on experience and are aimed at protecting your interests.
Why it makes sense to discuss your situation with me
Proven track record
I have over 5 years of experience in the investment market. I am an active investor earning passive income and have helped dozens of people build their own passive income streams and achieve financial independence.
Management of a portfolio exceeding $100 million
Clients with substantial capital trust me, and I confidently manage investments of $10–20 million USD. At the same time, I do not take funds into personal custody — you open an account with Interactive Brokers and grant access for management. Without your involvement, I cannot withdraw or transfer any funds, ensuring you have full control and transparency.
Fluent English speaker
I work with clients and partners around the world, leveraging top-tier analysts. I'm ready to support you in communication with your bank manager and provide a detailed analysis of any brokerage agreement or investment proposal.
Physical presence in the EU
I'm available for in-person meetings or joint visits to bank branches anywhere in the world. London, Paris, Dubai — we can easily arrange a convenient time and place. I’m mobile and possess all the necessary documents for unrestricted international travel.
Objectivity
I am independent and do not act as an employee or agent of any company. I do not receive compensation for selling financial products. My recommendations and feedback are based solely on experience and are focused on protecting your interests.
.......Why it makes sense for you to discuss your situation with me
Main stages of work
Online consultation
Initial online consultation.
Every client has unique financial goals. During our first conversation, my goal is to fully understand your current situation and determine how I can be of value specifically to you.
Every client has unique financial goals. During our first conversation, my goal is to fully understand your current situation and determine how I can be of value specifically to you.
01.
Portfolio review
Depending on your needs, the next step may include a review of your current portfolio, an analysis of your bank’s, broker’s, or asset management company's terms and capabilities, or a breakdown of a specific investment proposal you’ve received.
02.
Corporate offer
I provide feedback, share my suggestions, and present you with a collaboration offer. We agree on the format of our work and the payment terms. These arrangements are personalized and will depend on the size and structure of your portfolio, as well as the level of support required.
03.
Let's get to work
Once all agreements are reached,
we sign a contract
and begin working together.
we sign a contract
and begin working together.
04.
Reporting
On a monthly or quarterly basis, I prepare reports on the results of our work.
05.
Вместе двигаемся дальше
Я настроен на долгосрочное — многолетнее сотрудничество. Если вам все нравится — мы продляем наше соглашение на следующий год и продолжаем работу.
06.
Online consultation
Initial online consultation.
Every client has different financial goals. During our first conversation, my objective is to thoroughly understand your current situation and how I can be of value specifically to you.
Every client has different financial goals. During our first conversation, my objective is to thoroughly understand your current situation and how I can be of value specifically to you.
01.
Review of your portfolio
Depending on the task, the next step may be a review of your current portfolio; an analysis of the terms and capabilities of your bank, broker, or asset management company; or an in-depth assessment of a specific investment proposal you've received.
02.
Corporate proposal
I provide feedback, offer my suggestions, and present you with a collaboration proposal. We agree on the working format and payment terms. The arrangements are tailored individually and depend on both the size and structure of your portfolio as well as the level of support needed.
03.
Let’s get started
Once all agreements are reached,
we sign a contract
and begin our collaboration.
we sign a contract
and begin our collaboration.
04.
Reporting
On a monthly or quarterly basis, I prepare reports on the results of our work.
05.
Moving forward together
I’m focused on long-term, multi-year collaboration. If you’re satisfied with the results, we extend our agreement for the next year and continue working together.
06.
Certificate of Advanced Training
Andrey Lvovich completed training starting February 27, 2021, at the "Institute for Stock Market and Management" Foundation.
The document is validated by the decision of the Certification Commission dated 27.02.2021, No. 6363/m.
He has been awarded the qualification of a financial market specialist in the following areas: — brokerage activities,
— dealer activities,
— securities management,
— forex dealer operations.
Series: AI-003
No: 018319
Andrey Lvovich completed training starting February 27, 2021, at the "Institute for Stock Market and Management" Foundation.
The document is validated by the decision of the Certification Commission dated 27.02.2021, No. 6363/m.
He has been awarded the qualification of a financial market specialist in the following areas: — brokerage activities,
— dealer activities,
— securities management,
— forex dealer operations.
Series: AI-003
No: 018319
Certificates
Frequently Asked Questions (FAQ)
How much does your consultation cost?
01
Absolutely free. For you, it’s a chance to evaluate my competence and decide whether it’s worth continuing our collaboration. For me, it’s an objective opportunity to understand how I can be of real value in your situation and provide meaningful support.
The terms of cooperation are discussed individually and depend on the size and structure of your portfolio, as well as the level of support required.
If you need one-time assistance with a closed portfolio, a placement fee is applied.
For long-term support, a management fee is charged along with a performance-based profit share.
If you need one-time assistance with a closed portfolio, a placement fee is applied.
For long-term support, a management fee is charged along with a performance-based profit share.
How much do your services cost?
02
Opening foreign accounts and making international transfers are not my core activities. However, in practice, it's often necessary to establish a "technical route" before starting work on an investment portfolio. I have reliable partners who assist with opening bank and brokerage accounts, as well as with obtaining residence permits in various jurisdictions.
Do you open foreign accounts? Do you assist with international transfers?
03
No, I do not accept funds for trust management. I provide consultation based on investment models — all investment decisions and transactions regarding your portfolio are coordinated with you. I do not have access to your account or the ability to perform any unauthorized operations. You retain full control over your funds.
Do you accept funds for Trust Management?
04
I actively seek out exclusive investment ideas for my clients. In addition to public markets, I offer opportunities in areas such as pre-IPO investments, direct investments, and real estate. If you're interested in these options, I’ll be happy to share current offers and discuss potential strategies.
What beyond publicly traded securities?
05
How to start investing from scratch: first steps for beginners
Starting to invest from scratch can seem daunting. "What if I lose everything? I have little money and no experience..." — these doubts are natural.
How to create passive income in the current year? Relevant tools.
In today’s video, we will thoroughly explore the topic of passive income: what it is, how to create it, why it's needed, and why it is an important step on the path to financial freedom.
How to increase financial income?
Active income is the earnings you continue to generate through your work. It is the first pillar in the "House Where Money Lives" model.
The path to financial freedom: simple steps to achieve it
Capital is not the path to happiness, but a tool for achieving personal freedom. This is what the legendary investor Warren Buffett said.
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working with leading companies worldwide,
and quick withdrawal of funds when needed.
Click the button and get 14 detailed articles on financial literacy and effective capital management, along with our book as a $50 gift for every subscriber.
...Discover 7 tools that can help double your capital in 2025.
Let’s discuss your situation, formulate the task, and find the optimal solution.
Обсудим Вашу ситуацию, сформулируем задачу и найдем оптимальное решение
Get a free consultation
Fill out the form, and I will get in touch with you shortly.
We do not attract capital for personal management. Only consulting.
For you, this is an opportunity to evaluate my value, competence, and decide whether you want to continue collaborating with me in the future.
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The financial instruments or operations mentioned during the provision of consulting services do not constitute individual investment recommendations. Determining the suitability of a financial instrument or operation to the investment goals, investment horizon, and risk tolerance is the responsibility of the client. The consultant is not liable for any potential losses incurred by the client as a result of operations or investments in the financial instruments mentioned during the consultation.
Please note that this website is for informational purposes only and under no circumstances constitutes a public offer as defined by Article 437 (2) of the Civil Code of the Russian Federation or an advertisement for financial services.
Andrey Kompaniets does not engage in raising capital and does not accept funds for trust management. Our team provides consulting services and educational support in the fields of investment and financial planning. All investment decisions are made independently by the clients.
© All rights reserved. Privacy policy
Please note that this website is for informational purposes only and under no circumstances constitutes a public offer as defined by Article 437 (2) of the Civil Code of the Russian Federation or an advertisement for financial services.
Andrey Kompaniets does not engage in raising capital and does not accept funds for trust management. Our team provides consulting services and educational support in the fields of investment and financial planning. All investment decisions are made independently by the clients.
© All rights reserved. Privacy policy