This short video summarises the compelling reasons why current relationship managers should consider moving to WELREX as an Independent Relationship Manager.
WELREX Independent Relationship Managers get a radically bigger share of the revenue generated based on the outcomes they achieve for their clients, they control their own careers as they grow their own business, and can sell it on at the end of their entrepreneurial journey.
Specific benefits include:
WELREX Founder and CEO Yevgeni Agerd will be delighted to elaborate. Please get in touch yevgeni@welrex.com or +44 (0)333 006 9989.
Cap Gemini recently published an important and comprehensive “state of the industry” report – World Wealth Report 2024. Read the WELREX team’s perspective on the most important conclusions
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.
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.
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
The WELREX investment team takes a view on what’s to come in 2024
WELREX CIO Chris Brils shares an update on our investment process and how we recently applied it successfully in China
WELREX® Director shares his view on the latest meeting of the Federal Reserve
WELREX® Director John Longo shares his view on the last week’s meeting of the Federal Reserve
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.
Sixth annual WealthTech100 list names WELREX in their list of companies transforming the world of wealth and asset 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.
Get in touch if you would like to understand more about how WELREX® can help you meet your goals.