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.
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 “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.
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.
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.
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 ‘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
Get in touch if you would like to understand more about how WELREX® can help you meet your goals.