Rule your wealth

WELREX® is a game-changing digital platform with an investment management focus that enables High Net Worth individuals to make the most of their wealth.

Register now to see how you can grow your wealth with WELREX®

Register

Why WELREX®

Elite service

Designed and run by fully qualified Independent Relationship Managers, WELREX® provides the quality of service that your wealth deserves. Managing your assets has never been more intuitive.

Hyper-personalised

The WELREX® digital wealth management platform combined with an expert team delivers solutions tailored to fit your preferences and meet your wealth ambitions.

Value your time

WELREX® provides a smart layer connecting you to the best solution, enabling you to cut to the chase.

WELREX® has none of the stuffiness that you get with traditional wealth management firms and delivers a non-nonsense approach based on data-driven decision-making and client-focused benefits.

Make the most of your money

Unlike many traditional players, WELREX® provides fully transparent fee models which ensure you only pay for the services you need and use.

The result? With WELREX®, the value delivered significantly exceeds the cost.

Extend your reach

Increasingly those linked to the Emerging Markets face specific challenges.

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.

Call us

What you get

Investment services

WELREX® provides a combination of curated in-house and third-party investment solutions, with discretionary and advisory mandates, and a range of options that empower you to keep your money safe, transact at an optimal cost, and choose the most suitable fee model.

Find out more

Digital end-to-end platform

From digital onboarding to multi-custody reporting and everything in the middle, we have you covered.

The WELREX® platform features a multi-channel engagement model using all relevant tools - for example video calling and instant messaging - to meet your needs. You can access whenever you need to, wherever you are - giving you the freedom to manage your wealth however you want in today's rapidly changing environment.

Find out more

Legal & commercial framework

With WELREX® you can have confidence that your needs are understood, your assets are secure and your goals can be achieved. It's safe to be online with us and we make everything straightforward to understand and act upon.

Find out more

Solution providers

Private Banks

Each player in the financial ecosystem has a unique strength at which it exceeds. For private banks, that is the ability to keep your financial assets safe and provide you with financing solutions at competitive terms. At WELREX®, our network of private bank partners and open architecture connecting you with groups with whom you already have relationships, delivers these services and provides additional wealth management services at the best rates and with the greatest transparency.

Find out more

Investment Managers

At WELREX®, we pride ourselves on giving clients the benefits of a more selective range of third-party investment solutions usually found at traditional institutions. We curate this expertise - only choosing managers more likely to deliver value and enable you to meet your goals.

Find out more

Brokers

“Money saved is money earned”. WELREX® broker partners can help you achieve this by offering you the fastest access to liquidity when you need it, at better value than the market. Further, they also provide safe custody and leverage technology to offer better quality and speed of execution.

Find out more

Value-added calculator

Learn how WELREX® can help grow your wealth

Calculator

Insights

“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.

Read more

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. 

Read more

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

Read more

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

Read more

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

Read more

Why is the Stock Market ignoring the Fed?

WELREX® Director shares his view on the latest meeting of the Federal Reserve

Read more

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

Read more

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.

Read more

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.

Read more
See all

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