Article series – How to become a successful Independent Relationship Manager 1

Thinking about moving to the next stage of your career? Time to make a plan.

As a successful Relationship Manager of actively investing Ultra/High Net Worth clients, you’ve developed professionally and progressed well within your current organisation, successfully growing client business, creating many deep and enduring relationships, and building your personal brand.

Through good times and bad, you’ve been able to handle whatever the markets and the economy have thrown at you, proving your skills, commitment, and entrepreneurial drive. So, you’re used to succeeding in your current context and looking forward to a positive future.

And if the above is all true, you’ll doubtless want more – to move to a new level of success and fulfilment aligned with your own and your clients’ professional and personal preferences.

You may nurture a deep-seated desire to explore other possibilities, looking further afield, to broader, bigger horizons that involve working circumstances more to your liking. For example, greater personal flexibility to work when and where you want and the ability to focus more time on delivering value to your clients.

Maybe you’ve always aspired to be your own boss, run your own client book, avoid potentially demoralising internal politics – and build your own business that you might sell later? To succeed on your own terms, aligned with what matters to you most.

You may even experience some frustration in your current environment – with limitations on your potential to grow, serve your clients better, express what really matters to you, earn more and achieve a better work/life balance.

If this resonates with you, maybe now is the right time to scratch that itch? To break out, establish yourself as an Independent Relationship Manager, and fulfil your true potential.

And it’s easier than you think because with WELREX® you have the perfect opportunity to succeed as an Independent Relationship Manager (IRM) and build your business the way you want it.

The key steps in the journey to IRM status are straightforward and easily managed. Here’s a taste of the practicalities:

Sign-up and set-up – simple, swift and trouble-free

Legal ownership of your clients is a simple matter of setting up your own company with UK Companies House – a process with which we can help. We can also provide additional support around key matters required when you become owner and director of your own firm.

Underpinned by UK Financial Conduct Authority accreditation

Because WELREX® is fully authorised and regulated by one of the world’s leading financial regulators, you and your clients can rely on the highest standards.

In summary, you both get what you both need: a new world of investment possibilities, an elite service, and best-in-class platform functionality – with support every step of the way from WELREX® wealth managers who have been on the same journey. 

On-boarding – seamless for you and your clients

Through WELREX®, FCA authorisation of your business takes up to 4 weeks, so you’ll be up and running in no time and can operate within WELREX ® systems from anywhere in the world.

You know you’re a star, but could you shine much more brightly in a different galaxy?

Register now to see how WELREX®can help you develop your business. Or connect with our founder and CEO Yevgeni Agerd to learn more.


“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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