The WELREX® “elevator pitch” for Wealth Relationship Managers

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:

  • Owning your client book
  • Increasing your short- and medium-term remuneration
  • Retaining and building happy client relationships
  • Creating a valuable asset you can realise when the time is right for you.

WELREX Founder and CEO Yevgeni Agerd will be delighted to elaborate. Please get in touch or +44 (0)333 006 9989.


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

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

WELREX Director John Longo argues that the US Fed should accept 3% inflation and move on

The surprising place for value in the Bond Market 

WELREX® CIO Chris Brils explains the WELREX investment strategy in the light of recent developments.

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