Rule your wealth
A game-changing digital investment management platform that enables Independent Relationship Managers to exceed clients’ expectations
A game-changing digital investment management platform that enables Independent Relationship Managers to exceed clients’ expectations
Want to impress your clients? Wealth growth is at the heart of everything we do. WELREX® provides the services that you need, proving that there’s never been a better way to manage wealth.
Access a unique blend of technology and personal touch. Benefit from our digital wealth management platform combined with the expertise of the WELREX® team to deliver solutions tailored to your clients’ wealth ambitions.
Need to keep on top of opportunities as they open up? Let WELREX® be your eyes and ears to make sense of complexity and deliver the best solutions, enabling you to optimise your client service and wealth generation.
Everyone is unique and what makes WELREX® different is that you can build tailored investment solutions without excessive cost to your client. Contrary to popular belief, you can get more without paying more.
Looking to maximise your success? With WELREX® you can build and run investment portfolios that truly reflect your clients’ preferences, and realise your own full potential.
Traditional wealth managers often push generic products and services. Choice becomes no choice. With WELREX® you get full access to a wider range of the market. Personalise your portfolio recommendations and keep pace with a rapidly changing world.
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Enjoy making well-informed decisions that are unbiased, timely, and accurate? You’ll thrive on the digital experience and independence that WELREX® provides. The dynamic WELREX® platform has been developed to be fully responsive to a wider variety of requests so you are much more likely to achieve the outcomes you want.
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By partnering with WELREX® you’ll benefit from industry-leading legal frameworks, procedures and guidelines to safeguard everything you do.
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WELREX® has embedded cybersecurity, the highest compliance standards, and the perfect combination of technology and human capabilities so that you can have the peace of mind you need.
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As a WELREX® Independent Relationship Manager you’ll have all the support you need to look after your clients’ portfolios and drive their success.
Find out moreWe know your clients are the lifeblood of your business
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Sixth annual WealthTech100 list names WELREX in their list of companies transforming the world of wealth and asset management.
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At the WealthBriefing European Awards on March 21st, leading wealth management industry participant, WELREX, was selected as a winner in the ‘Innovative Use of Artificial Intelligence’ and ‘Most Promising New Entrant’ categories.
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WELREX founder and CEO Yevgeni Agerd speaks to PWM’s editor-in-chief Yuri Bender about the increasing appetite of private investors in developing countries for a hybrid digital and human advice model
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The WELREX investment team takes a view on what’s to come in 2024
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WELREX CIO Chris Brils shares an update on our investment process and how we recently applied it successfully in China
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WELREX® Director shares his view on the latest meeting of the Federal Reserve
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WELREX® Director John Longo shares his view on the last week’s meeting of the Federal Reserve
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WELREX Founder & CEO Yevgeni Agerd reflects on last month’s Finovate Europe 2024 event in London, at which he and Chief Digital Officer Lorenzo Caffarri demonstrated the WELREX platform. Additionally, Yevgeni articulates the next challenge that Wealth Management faces.
Read moreGet in touch if you would like to understand more about how WELREX® can help you meet your goals.