Data, dashboards, and digital wealth

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.


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

Should the Fed just live with 3% inflation and move on?

WELREX Director John Longo argues that the US Fed should accept 3% inflation and move on

The WELREX® “elevator pitch” for Wealth Relationship Managers

This short video summarises the compelling reasons why current relationship managers should consider moving to WELREX as an Independent Relationship Manager.

The surprising place for value in the Bond Market 

WELREX® CIO Chris Brils explains the WELREX investment strategy in the light of recent developments.

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