Our DNA
For over 16 years, we have helped our clients secure their future, meet their financial goals and live a fulfilling life. This is what drives us.
Our mission
To build wealth with honesty and transparency that enables our clients to accomplish their goals, and secure their future.
We hold strong conviction in the capabilities of our team and diversity of our products to meet specialized client needs. That is how we can deliver on the unique visions of each of our clients.
Our vision
As a global company, we strive to advance the wealth management industry by conducting business on the basis of shared values, character and integrity.
We know how to build wealth for our clients, and work as a trusted partner to provide honest, practical advice at each step of their financial journey.
That is how we contribute to change.
Our values
Honesty and transparency
Expertise and progress
Integrity
Reliability
Results
Partnership and clients come first
History
2007 — 2013
Peter Štadler and his mentor Filip Jacek founded and launched the company named Efect Slovakia. The focus was clear from the very beginning – to establish a company built on a fair approach, character and integrity to provide world-class wealth management services and products.
2014
Following the untimely death of Jacek, the company was renamed Wealth Effect Management (WEM). The company’s values and mandate remained the same: to provide comprehensive wealth management services and, as a result, change the lives of clients, and advance the wealth management industry.
2015
WEM entered the Bulgarian market as the first foreign entity and began to bring wealth management services across borders.
2016
The growing company had to clearly define its guiding principles in order to maintain and further develop its key value proposition and quality of services. Thus, the WEM DNA was created, which still serves as the central pillar of the company today.
2017
WEM was awarded a securities dealer license, which allowed it to have control over the fee structure and performance of its investment products. This further increased the quality and performance of WEM products and services, and subsequently, the results for our clients.
2018
A service center was set up in response to the number of long-term clients and the goal to serve them across each stage of their life. A vision to bring a truly game-changing product available to everybody led to the launch of the unique Save For Tomorrow investment savings program. The securities dealer services made it possible to provide unique and timeless products, and also became available in Bulgaria.
2019
The transition to a joint-stock company allowed the company to respond more flexibly to the needs of clients and business partners. The emphasis on sustainable entrepreneurship, affordable and qualified assistance and increasing financial literacy led to the establishment of a free educational project: the Financial Counsel.
2020
Investment in the company’s infrastructure and talent in response to growing demand led to a streamlining of internal company processes and provided better service standards and results for clients. Continuing innovations and digitization allowed clients to set up investment savings without an access fee – all done online within minutes. In a year of record downturns caused by the COVID-19 pandemic, all of the WEM portfolios surpassed benchmarks and delivered significantly above-standard growth, confirming the soundness of the WEM approach.
2021
The ongoing and consistent tly implemented changes in processes and staffing are bearing fruit – corporate culture and the environment increased the efficiency of our work and support WEM in its great mission. As part of service improvements, updated client zone is now in use, completely new products are being prepared, the results of our portfolios are once again outperforming the market and the company is growing by more than 306%. Two new partners of the company are added – in addition to Petr Štadler, Michal Kováč and Matej Bašťovanský, Eva Jahelka Filipp and Norbert Gálik also become partners.
2022
Continuous innovation in IT. Launch of the WEM Private Fund, which enables investment in exclusive private equity opportunities.
WEM Team
Alexandra Fitošová
FRONT OFFICE MANAGER
During her previous career, Alexandra focused on efficient performance and improving the company processes. Within WEM she employs this experience as Front Office Manager and in this way contributes towards smooth operation and thus better services for our clients.
Martin Jurštík
FACILITY MANAGER
So svojimi rozsiahlymi skúsenosťami z oblastí nehnuteľností a stavebníctva sa Martin zhostil oblasti facility managementu, vďaka čomu môžu klienti Wealth Effect Management využívať mnohé výhody pochádzajúce z komplexnej, profesionálnej a profitabilnej správy nehnuteľností.
Ján Juhaňák
DIRECTOR OF REAL ESTATE FUND
His first stint with WEM dates back to the times of Efect in 2012. Currently, Jan uses his long-time experience from managing companies in construction, development and real estate industries as a director of WEM real estate fund and portfolio where he’s responsible for product development, real estate agenda and the clients’ property management itself.
Tomáš Beňadik
Marketing consultant
With over 16 years of experience in copywriting, newbiz and bizdev, client service, sales and management in advertising agencies, studios and corporations, Tomas’ primary responsibility is working on the communication strategy, campaigns as well as the regular content which brings added value to WEM clients.
Veronika Bagínová
CBO
As Chief Business Officer, Veronika employs her extensive business development experience from global companies (Microsoft, SurveyMonkey, Dropbox) and from over 8 years of working in the IT industry in Australia. In WEM, her chief focus is on developing the company vision and strategy and further improvement of the internal processes so that we can keep bringing the best possible results for our clients.
Viera Štadlerová
Administration
The growing volume of assets under our management required the addition of another person to the WEM team. Thus, Viera uses her attention to detail and previous experience in taking care of contractual documentation and makes sure that the daily running of the back office is easier and smoother.
Erich Sirko
INTERN
After years at university in Denmark, Erich joined the Wealth Effect Management team to further develop his marketing experience in content creation as well as launching advertising campaigns and new company projects.
Marek Žákovič
Developer
He utilizes his previous experience in CAD/CAM programming and application creation in his current position at Wealth Effect Management, where he is working on the development of an internal application for further streamlining of company processes and even better service for clients.
Rastislav Masrna
Wealth Advisor
New member of Wealth Effect Management with previous experience in financial markets and stock trading. He focuses on quality long-term service for Wealth Effect Management clients, specializing in investment savings and managed portfolios.
Marek Hlavenka
Executive assistant
Before strengthening the WEM team, he worked mainly in the field of Sales Management and Marketing. In Wealth Effect Management, he took on the position of CEO assistant, where he applies his acquired knowledge and ensures the fulfillment of administrative and support tasks.
Tomáš Galbinec
Attorney Associate
As part of his agenda and position as Attorney Associate, he focuses mainly on financial market legislation, primarily in the field of securities traders, as well as financial intermediation. Under the experienced leadership of JUDr. Slosjár, who also works in Wealth Effect Management as a Compliance Officer and in close practical cooperation with colleagues from Wealth Effect Management, he educates himself, develops and acquires valuable practical experience in the field of Compliance Management.
Marián Slosjár
Compliance officer
As an external legal advisor, he has been cooperating with the group since the time of Efect and subsequently also WEM since its establishment. He has been working in advocacy since 2007 and since 2011, among other things, he has been closely involved in the financial market sector. He holds the position of Compliance Officer at WEM and represents it as the General Counsel for the activities of the Securities Dealer and financial intermediation.
Svetoslav Shopov
EXPERT WEALTH MANAGER, MORTGAGE SPECIALIST
Member of WEM Bulgaria since 2016, Svetoslav brought valuable experience from management positions in several investment companies and commercial enterprises. In his role of Expert Wealth Manager and Mortgage Specialists his focus is on providing exceptional services to fulfill the needs and goals of WEM clients.
Martin Lukanov
SENIOR WEALTH MANAGER
Ever since joining the WEM Bulgaria team in 2017, Martin has been using his analytical thinking and in-depth understanding of numbers in properly analyzing various financial services and building sustainable financial plans. He currently manages a team of Wealth Advisors focused on providing the best possible services and results for WEM clients.
Pavlina Staneva
Country Manager WEM Bulgaria
Core member of our Bulgarian team since 2015, Pavlina employs her perfectionism, skills in trading and good understanding of customers’ needs to lead our Bulgarian office. Her main mission is upholding and further developing WEM’s vision as well as building a team of great and motivated professionals.
Petra Hivešová
FRONT OFFICE
She joined Wealth Effect Management after more than 15 years in the ČSOB Bank, where she worked in several positions, for the longest period in the private banking segment. In Wealth Effect Management she holds the position of Front Office and uses her previous experience as administrative support for the Wealth Department.
Barbora Ambrušová
ADMINISTRATION
At WEM, Barbora draws on her extensive financial administration experience and is in charge of administration support for the securities dealership and facilitates the smooth functioning of the company to ensure optimal client satisfaction.
Jozef Petráš
MARKETING
Jozef began his career at WEM’s predecessor company, Efect, in 2012. He subsequently returned to Wealth Effect Management as an assistant CEO. Currently, he is responsible for strategic marketing and PR with supervisory responsibilities of the implementation of marketing activities and all projects related to the expansion of the company’s brand.
Samuel Krátky
SENIOR WEALTH ADVISOR
Samuel joined Wealth Effect Management in 2016. As a Senior Wealth Advisor, he focuses on providing exceptional, long-term service for WEM clients with a primary focus on HNW clients and building networking activities.
Martin Cibuľa
SENIOR WEALTH ADVISOR
Martin joined the WEM team during his university studies and is currently a Senior Wealth Advisor where he provides high-quality service for clients and is also dedicated to long-term WEM clients.
Amirali Khaleghi, CFA
Portfolio Manager & Investment Strategist
Since joining WEM, Amirali has expanded the capabilities of the Wealth Effect Management team to provide first-class care and wealth management services for high net-worth clients. Prior to WEM, Amirali acquired significant experience in the Canadian market where he provided investment consultancy for the needs of HNWI clients, and developed financial models to forecast the turnover and earnings of companies.
Matej Ondek
PRIVATE WEALTH MANAGER
Matej joined Wealth Effect Management as a Private Wealth Manager where he manages high net-worth clients to support them with financial planning and investments. Prior to WEM, he worked as a personal banker at Tatra banka, was Director of a branch of the OTP Bank, and was a private banker at Slovenská sporiteľňa (Slovak national insurance).
Alexander Chizganov
Portfolio Manager & Analyst
Alexander specializes in thematic investment management and analysis of global financial markets with a focus on the equity asset class. He has a broad skillset from many years of industry experience in investment advisory and equity research roles. He joined the WEM team in early 2019 and has been part of our Portfolio Management Department since 2020.
Eva Galbincová
HEAD OF ADMINISTRATION
Eva provides comprehensive support to the day-to-day operations and functions of the company including the set-up, optimization and coordination of processes. Prior to joining WEM, Eva held managerial roles in financial markets where she supported the development of human resources.
Norbert Gálik, CFA
HEAD OF FRONT OFFICE
Norbert participates in investment decision-making for client portfolios and has a strong IT background that is applied towards simplifying client contact processes, resolving inefficiencies, and improving customer service. Prior to WEM, Norbert worked with Polaris Finance SICAV plc, Tatra banka and Poštová banka (Post bank), where he developed deposit and bank insurance products.
Michal Kováč
MEMBER OF THE SUPERVISORY BOARD
Michal joined the Efect team in 2011 and subsequently participated in the creation of Wealth Effect Management. As a Senior Wealth Advisor, he uses his extensive capital markets experience to provide leading solutions to high net-worth clients. He is also involved in the development and growth of the Investment department.
Matej Bašťovanský
HEAD OF ADVISORY, BOARD MEMBER
Matej has been with WEM and its predecessor company since 2010. Currently, he serves as the Head of Advisory and is a member of the Board of Directors where he oversees high-quality consulting and client services, as well as communications with third parties and external partners. He also continues to hold client coverage responsibilities in wealth management.
Eva Jahelka Filipp
COO, MEMBER OF THE SUPERVISORY BOARD
Eva is the COO and Head of the Wealth Department where she develops and operationalizes the vision of WEM, and continues to drive improvements to the company’s internal infrastructure, standards, and performance. Eva has more than 13’ years experience in private banking, holding positions in sales support, and product and project management. Prior to joining WEM, Eva was Head of Wealth Management at ČSOB Private Banking.
Peter Štadler
CEO, CHAIRMAN OF THE BOARD
Peter was Co-founder of Efect Slovakia (2007), which he later renamed Wealth Effect Management. He leads WEM as CEO and Chairman of the Board and continues to develop its vision of bringing best-in-class wealth management services that change people’s lives. He is also a strong advocate for leading change in wealth management industry.
Events
We stand by our promise of transparency. Here you will find samples of how we talked openly (and not only) about money and building wealth.
WEM Jazz Night 2022
WEM Fine Dining 2021
WEM Jazz Night 2019
WEM Jazz Night 2018
WEM Fine dining 2018
Start building and growing your wealth
Get in touch with us today to find out how we can prepare a personalized wealth management plan for you.