Exclusive services

The exclusive services of Wealth Effect Management offer investment opportunities on a private-banking level even to the most demanding customers.

Our goal is to provide individual investment portfolios that take your needs and options into full consideration. We create a discrete, long-term relationship with our clients and actively support them in reaching their personal goals.


The main instrument of our Portfolio Management is Bloomberg Professional Terminal. The Bloomberg Company is among the world’s TOP companies in providing financial information on a global level.

Bloomberg Terminal enables effective administration of the stock portfolio, for it offers real-time information on both financial and non-financial development of the publically traded companies, informs about their economic results, provides analytical estimations regarding the key financial parameters for the upcoming terms, compares them with competition, computes the cost of capital etc., whilst providing a high-quality and reliable graphical apparatus.
In case of any other questions regarding investment opportunities and our portfolio

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