Many people turn their passion into work. These people have a vision for their future which they strive to realise that vision through smart work and dedication. However, for many employed individuals, their vision for the future remains just a dream. Employed individuals spend a large part of their lives working relentlessly towards achieving the companyโs goals and seldom have a say in how many hours or where they work and lack discretion over with whom they interact and more importantly, over what and how much they sell.
One of our new Independent Relationship Managers was a client manager with a leading wealth management firm. By all measures, he was successful in his role. So, when he quit the firm and joined WELREXยฎ to start his own independent business, it surprised most people.
On his part, this was a well-thought-out decision. He had found that many aspects of his role restricted by his employerโs policies. Also, the close client relationships he had forged during this time period were deemed to belong to the firm. So, he had little to show for the time and effort that he had invested over the last decade, apart from a monthly salary and annual bonus. The stiff targets that the firm set for him and his team had started to feel like a burden and were slowly beginning to undermine his commitment. To top it all, he also had to contend with unproductive and fairly ubiquitous bureaucracy and internal politics. In an attempt to retain his sanity and pursue his work on his own terms, he decided to quit his job and join WELREXยฎ.
At WELREXยฎ, we liberate relationship managers from unreasonable bureaucracy and internal politics and enable them to forge their career path on their own terms. As a WELREXยฎ Independent Relationship Manager, you have the freedom to decide where, when, and with whom you want to work. You set your own targets and focus on the things that truly matter for your business. At the same time, you have the benefit of our resources, technology and network to build your business.
Since becoming part of the WELREXยฎ community, this Independent Relationship Manager now has greater flexibility and feels more energised about his work. He can optimise both his time and build his own business โ which would not have been possible for him in a corporate setup. He believes that he is now finally starting to create and enjoy the future that he has always envisioned.
WELREX Chief Investment Officer Kirill Pyshkin shares his latest thoughts
WELREX CIO Kirill Pyshkin updates on our 2025 Investment Outlook 3 months on
WELREX CEO Yevgeni Agerd is interviewed by Yuri Bender and Ali Al Enazi as part of the FT/PWM โTea Breakโ series. They discuss the future of wealth management and whether peace talks in Ukraine can spur a much-needed recovery for troubled European economies.
In this article, Kirill Pyshkin, Chief Investment Officer at WELREX, examines whether 2025 could be a better year for thematic funds.
WELREX Chief Investment Officer, Kirill Pyshkin, offers our investment outlook for 2025 with a non-consensus preference for European vs US assets, including equities, fixed income, and EUR/USD. We like Gold and CHF as a USD inflation hedge but are cautious about commodities.
Updated WELREX profile published by WealthBriefing following WELREXยฎ Founder and CEO Yevgeni Agerd and Chief Marketing Officer Joe Clift interview with Tom Burroughes, Group Editor.
Sixth annual WealthTech100 list names WELREX in their list of companies transforming the world of wealth and asset management.
At the WealthBriefing European Awards on March 21st, leading wealth management industry participant, WELREX, was selected as a winner in the โInnovative Use of Artificial Intelligenceโ and โMost Promising New Entrantโ categories.
WELREX founder and CEO Yevgeni Agerd speaks to PWMโs editor-in-chief Yuri Bender about the increasing appetite of private investors in developing countries for a hybrid digital and human advice model
Get in touch if you would like to understand more about how WELREXยฎ can help you meet your goals.