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.
INSTRUMENTS OF PORTFOLIO MANAGEMENT
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
contact our team
Mgr. Martin Vozár, PhD.
Martin Vozár has both theoretical and practical experience from the field of stock portfolio management. He spent years working as a portfolio manager, evaluated companies for consulting firms, and currently teaches financial management and company evaluation and runs MBA courses specializing in Corporate Finance.
Peter Štadler is the founder and owner of the Wealth Effect Management Company, with 8 years of experience in the financial market. He built the company on firm foundations of human values and professionalism. His roles in the company include fulfilling the long-term vision, general management, and maintenance of clients’ capital as Wealth Manager.
Is responsible for monitoring the development of macroeconomic quantities and their impact on the financial markets. He puts his experience of many years to use as a Wealth Manager, while contributing to the company’s financial analyses and customer-relations management.