Empowering the client to make the best choice


The economic progress of the 21st century has generated immense wealth for individuals across the world. This has created a growing need for professional wealth managers to guide and advise individuals on how to optimally preserve and grow their wealth. In parallel, it has intensified the challenges for wealth owners – especially around how best to develop and maintain trusted relationships with wealth management companies, while avoiding biased salespeople and loud marketing along the way.

The challenge

The wealth management industry in leading financial centres (such as the UK, Switzerland, Singapore, Dubai just to name a few) is vast and often opaque – filled with thousands of competing firms that offer various wealth management services to their clients. For the individual client, navigating through this variety of firms to maintain suitable and consistent client relationships is an onerous task. 

In the case of one of our clients, before partnering with WELREX® she had spent considerable time and effort looking for a smarter approach to her wealth management. She had researched a number of firms, had conversations with several advisors in different jurisdictions, and already held numerous meetings with some of them. 

However, when it came to making the final decision, she found it challenging to objectively compare the products, fees, the overall value proposition and conduct a due diligence on the shortlisted firms. At the same time, she did not want to rely too much on the well-meaning advice of her friends. She fully recognised that making a mistake in such an important decision could cost her dearly.  

The solution

WELREX® Independent Relationship Managers (IRM) help their clients overcome these challenges by conducting professional and in-depth research into the full range of providers across different categories of wealth management products. Since they are neither affiliated to nor remunerated by any particular provider, their matching of the services suppliers to client needs in a particular situation is unbiased. This means that their recommendations are always in the best interests of their clients.  In this case, the WELREX® Independent Relationship Manager understood the client’s specific needs and helped her navigate this complex space by delivering information on all relevant providers in an easy-to-understand and easy-to-use format.

The result

The client was relieved and satisfied because she had not only found a relevant wealth management proposition that met her requirements but had also saved herself time, effort and, as a result, significant cost. Instead of spending hours establishing and maintaining relationships with suitable wealth management service providers, she could simply focus on what mattered most. WELREX® made this possible through its integrated and holistic wealth management platform and innovative approach to delivering value added services to clients. 


“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. 

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 countries for a hybrid digital and human advice model

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

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.

Get started

Get in touch if you would like to understand more about how WELREX® can help you meet your goals.

Schedule a call

Choose a time to connect with our team.

Schedule a call

Get in touch

We'll get back to you within 24 hours.

Contact us