Growing your client base with confidence


The Wealth Management business is highly competitive. Clients’ needs are getting more nuanced and they are becoming more discerning about the quality and value of the services provided. In this environment, it can be challenging for independent and entrepreneurial advisors to maintain their existing client relationships and foster new ones because of the limitations they face within their existing corporate set-up. 

The challenge

In most private banks or multi-family offices, the relationship manager doesn’t legally own the client relationship, the employer does. Relationship managers therefore have limited job security and no discretion over client redistribution. They also have to contend with corporate politics which can be a big drain on their energy and time  

One of our newer WELREX® Independent Relationship Managers approached us to leverage our platform to develop his existing client book. However, he was concerned that by signing with WELREX® he might be exposing himself and his client book to the risk of poaching.

WELREX® Independent Relationship Managers do not have these issues. However, in order to scale their business, they still need adequate resources and an assurance that their client book will be safe and secure.

The solution

At WELREX® we understand how difficult it will have been for Independent Relationship Managers to build their client base This is why we have well-established internal procedures that guarantee the safety of client books. We sign explicit non-compete agreements with the counterparties with whom we engage on the WELREX® platform. To take this one step further, we are also happy to sign explicit non-compete agreements to ensure 100% safety of every client book.

The result

The Relationship Manager in this case felt reassured that on the WELREX® platform he would be able to keep his client book secure and was happy to come aboard.  He could leverage the resources available on our platform without having to worry about the safety of the client book that he had built over the years. This has helped him not only service his existing clients better but has also expanded his client book faster, resulting in a sharp increase in his earnings. 


“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.

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