The freedom to work on your own terms


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 company’s 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.

The challenge

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 WELREX® 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 employer’s 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 WELREX®.

The solution

At WELREX®, we liberate relationship managers from unreasonable bureaucracy and internal politics and enable them to forge their career path on their own terms. As a WELREX® 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.

The result

Since becoming part of the WELREX® 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 – 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.


“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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