WELREX founder and CEO Yevgeni Agerd speaks to PWM’s editor-in-chief Yuri Bender about the increasing appetite of private investors in developing markets for a hybrid digital and human advice model
Professional Wealth Management editor-in-chief Yuri Bender recently interviewed Yevgeni at the Financial Times as part of PWM’s Start-up Series.
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WELREX reflections on Cap Gemini’s World Wealth Report 2024
Cap Gemini recently published an important and comprehensive “state of the industry” report – World Wealth Report 2024. Read the WELREX team’s perspective on the most important conclusions
“Rapid ascent for WELREX – thoughts on business models, Consumer Duty, and more”
Updated WELREX profile published by WealthBriefing following WELREX® Founder and CEO Yevgeni Agerd and Chief Marketing Officer Joe Clift interview with Tom Burroughes, Group Editor.
WELREX joins global elite with double win at WealthBriefing European Awards 2024
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.
2024 Investment Outlook – Rocky road ahead may be paved by the Fed’s interest rate cuts
The WELREX investment team takes a view on what’s to come in 2024
Evolving the WELREX investment process – and a practical application in China
WELREX CIO Chris Brils shares an update on our investment process and how we recently applied it successfully in China
Why is the Stock Market ignoring the Fed?
WELREX® Director shares his view on the latest meeting of the Federal Reserve
The Fed hikes rates and suggests a pause, but is still fighting the last war
WELREX® Director John Longo shares his view on the last week’s meeting of the Federal Reserve
US equities and the dollar deliver a ringing endorsement of Trump. What now?
WELREX Chief Investment Officer, Kirill Pyshkin, offers our investment outlook for 2025 with a non-consensus preference for European vs US assets, including equities, fixed income, and EUR/USD. We like Gold and CHF as a USD inflation hedge but are cautious about commodities.
WELREX included in 2024 WealthTech100 listing
Sixth annual WealthTech100 list names WELREX in their list of companies transforming the world of wealth and asset management.
Customer Experience: the next differentiator in Wealth Management
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.