Insights

Our latest thinking on the issues that matter most to IRMs and Wealth Owners. Visit this page regularly for insights, case studies and other useful resources.

Featured

Robots, relationships and revolutionary investments

WELREX CEO Yevgeni Agerd is interviewed by Yuri Bender and Ali Al Enazi as part of the FT/PWM “Tea Break” series. They discuss the future of wealth management and whether peace talks in Ukraine can spur a much-needed recovery for troubled European economies.

How to become a successful IRM

The WELREX® “elevator pitch” for Wealth Relationship Managers

How WELREX® changes the game for Wealth Owners

The era of the Independent Relationship Manager is here

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

Article series – How to become a successful Independent Relationship Manager 2

Article series – How to become a successful Independent Relationship Manager 3

The freedom to work on your own terms

Growing your client base with confidence

Empowering the client to make the best choice

Blogs and articles

WELREX reflections on Cap Gemini’s World Wealth Report 2024

“Rapid ascent for WELREX – thoughts on business models, Consumer Duty, and more”

Customer Experience: the next differentiator in Wealth Management

WELREX joins global elite with double win at WealthBriefing European Awards 2024

Data, dashboards, and digital wealth

Evolving the WELREX investment process – and a practical application in China

The surprising place for value in the Bond Market

An industry ripe for seismic change

Ten Takeaways from Buffett’s Annual Letter to Shareholders

The “new abnormal” is set to continue. There are important implications for Wealth Management

Market Commentaries

Market Commentaries

TRiUMPh of the Contrarians

Market Commentaries

Could 2025 be a better year for thematic equities?

Market Commentaries

US equities and the dollar deliver a ringing endorsement of Trump. What now?

Market Commentaries

2024 Investment Outlook – Rocky road ahead may be paved by the Fed’s interest rate cuts

Market Commentaries

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

Market Commentaries

Why is the Stock Market ignoring the Fed?

Market Commentaries

The Fed hikes rates and suggests a pause, but is still fighting the last war

Market Commentaries

Future Fed rate hikes: Damned if they do and damned if they don’t

Market Commentaries

Less hawkish Powell signals end of rate hike cycle is near

Market Commentaries

Investment Outlook 2023

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