Helping you build wealth with character and integrity.

We are privileged to have clients entrust us with their financial futures, and remain committed to consistently delivering exceptional results to help them lead fulfilling lives.

Our DNA

For over 14 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.

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.

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.

Viera Štadlerová

Erich Sirko

Projects

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.

Erich Sirko

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.

Marek Žákovič

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.

 

Rastislav Masrna

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.

Marek Hlavenka

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.

Tomáš Galbinec

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.

Marián Slosjár

Svetoslav Shopov

Expert Wealth Advisor and 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.

Svetoslav Shopov

Martin Lukanov

Manager Wealth Advisor

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.

Martin Lukanov

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.

Pavlina Staneva

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.

Petra Hivešová

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.

Barbora Ambrušová

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.

Jozef Petráš

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.

Samuel Krátky

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.

Martin Cibuľa

Amirali Khaleghi, CFA

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.

Amirali Khaleghi, CFA

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).

Matej Ondek

Alexander Chizganov

Portfolio Manager – Thematic Investing

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.

Alexander Chizganov

Eva Galbincová

CAO

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.

Eva Galbincová

Norbert Gálik, CFA

CTO, MEMBER OF THE SUPERVISORY BOARD

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.

Norbert Gálik, CFA

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.

Michal Kováč

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.

Matej Bašťovanský

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.

Eva Jahelka Filipp

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.

Peter Štadler

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

After a two-year hiatus, we were able to meet our precious clients again and spend a pleasant evening together in good company and atmosphere, with good food and music. These are the moments we like to remember during the year and which always remind us again what a privilege it…
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WEM Fine Dining 2021

We are in a special time when every moment spent with loved ones is priceless. After a long period of restrictions and uncertainty, we decided to prepare something tasty, relaxed and full of good mood for our clients again. Wealth management is really not just about money. Oživili sme koncept…
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WEM Jazz Night 2019

More than a year has passed since we met at a pleasant jazz event in Bratislava and it’s time to listen again to the relaxing tones of the piano with a glass of good wine. The tradition we want to create with this event is primarily based on great people,…
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WEM Jazz Night 2018

The summer was slowly coming to an end, when the invited clients of our company started coming to the beautiful space of the Aušpic restaurant, for the event, which was characterized by relaxing jazz music, excellent food and drinks in pleasant company. The zeroth year of WEM Jazz Night…
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WEM Fine dining 2018

We always try to bring the best to our clients. Managing their finances every day is a pleasure for us, and that’s why we decided to please them back. In cooperation with Bistro Baroza under the leadership of Peť Slačka, we prepared for clients Wealth Effect Management o.c.p. exceptional tasting…
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