WELREX

Growing a digital wealth management platform with investment focus for Independent Relationship Managers and their HNW clients linked to Emerging Markets. Aiming to become a wealth management marketplace of choice for the rising world!

Founder/CEO

Columbia Business School, London Business School, Hong Kong University

Executive MBA programme taught in London, New York, Hong Kong, Shanghai, Buenos Aires

Business Student

Private Wealth Management Expert

Managing Partner

Machlin-Oracle Limited(renamed Aldbourne Investment Advsiors after I left)

Sept 2012 - August 2013 Head of Sales and Origination at Machlin-Oracle
August 2013-May 2015 Commercial Director, Board Member at Machlin–Oracle
May 2015- July 2016 Managing Director, Shareholder at Machlin–Oracle

Asset management, direct investments into UK businesses, off-market m&a for U/HNW clients.

Managing director

Oracle Capital Group

Promoting cross sales across the group through leading by example, generating clients, chairing regular team meetings

Head Of Sales

Citigroup

Meeting existing and prospect clients in London and internationally, matching financial solutions with existing and anticipated client needs, dealing with a wide range of investment, wealth structuring, and credit products, analysing and presenting  KYC information.

Relationship Manager

LloydsTSB

Interviewing customers to uncover their perceived and potential needs, advising on optimal way to match those needs with the products(variety of mortgages and protection products) the bank has to offer, making need-based referrals to other specialists(primarily investment).

Mortgage Specialist

Agile contemporary entrepreneur building global wealth management marketplace of choice

Taplio

Yevgeni Agerd's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Yevgeni Agerd's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Yevgeni Agerd's Linkedin Analytics