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Wealth Effect Management — Guiding HNWI individuals and families since 2007

Our DNA

We provide discreet, long-term guidance for high-net-worth individuals and families — helping them grow capital, preserve assets, manage wealth seamlessly, and shape enduring legacies.

Our work is grounded in disciplined portfolio thinking, thoughtful structuring, and an uncompromising commitment to continuity across generations.

Guiding Principles  

Stewardship

Long-term partnership with discretion at its core.

Continuity

Decisions shaped for today — and for what comes next.

Discipline

Rigorous process, prudent risk thinking and consistent review.

Integrity

Clarity, consistency, and accountability in every action.

Values
The standards
 we operate by:
In decisions, communication & stewardship

  • Integrity

    We do what is right — consistently and without compromise.

  • Transparency

    Clear thinking, clear communication, no unnecessary complexity.

  • Long-term perspective

    Decisions made for continuity — across life stages and generations.

  • Expertise

    Deep competence, strengthened through learning and practice.

  • Reliability

    Disciplined execution and dependable follow-through.

  • Results

    A commitment to outcomes that matter — built through process, not promises.

Mission

To be a trusted long-term partner in wealth:

Disciplined in investment, rigorous in risk, and discreet in execution — so our clients can protect, grow, and transfer wealth with confidence.

Vision

To build an independent firm defined by long-term thinking, integrity, and responsibility — delivering enduring quality for clients across borders and generations

International
 presence

Bratislava
Prague
Sofia
London
Monaco

Built on character.
Shaped by continuity.

Wealth Effect Management began in 2007 with a simple ambition: to build a firm defined by integrity, long-term thinking, and responsibility towards clients and their families.

What started as a founder-led advisory practice has grown into an independent wealth management platform with international reach — while preserving the standards established at the beginning.

2007 — 2016

Foundations
Trust, values, and the discipline to start from zero

The world:

The post-crisis decade reinforced a lasting truth:
Wealth is best managed with process, humility, and long-term alignment.

 

WEM:

The firm begins in 2007 as Efect Slovakia, founded by Peter Štadler together with his mentor Filip Jacek. Built without external participation, the early years focused on earning trust one relationship at a time and establishing an advisory model grounded in discretion and responsibility.

In 2014, following Filip Jacek’s passing, the firm becomes Wealth Effect Management (WEM) — preserving the reference to “Efect” as a commitment to its origins and values.

International development begins with entry into Bulgaria in 2015. 
In 2016, WEM formalises its guiding principles through the creation of the WEM DNA.

 

What we built & launched:

  • A relationship-led wealth advisory model grounded in discretion and accountability
  • A long-term framework for building, preserving, and transferring wealth
  • The WEM DNA — guiding principles that define how the firm operates (since 2016)

 

 

Key highlights:

  • Founded as Efect Slovakia (2007)
  • Founders: Filip Jacek and Peter Štadler
  • Rebrand to Wealth Effect Management (2014)
  • First international expansion: Bulgaria (2015)

Legacy:

The first decade established the standard:

Stewardship, discretion, and continuity.

2017 — 2020

Maturity under pressure
Regulated capability, resilience, and proof through cycles

The world:

Volatility returned and global disruption tested decision-making frameworks. Governance and risk discipline became decisive.

 

WEM:

In 2017, WEM receives a securities dealer licence, strengthening independence and broadening the firm’s ability to structure and deliver investment solutions. In 2018, WEM launches Save For Tomorrow, creating an entry path for emerging investors — while maintaining a clear long-term philosophy.

During the Covid disruption of 2019 — 2020, the firm’s priorities remained consistent: disciplined portfolio oversight, transparent communication, and protecting clients from reactive decisions. Proof is in the numbers — during the record market slumps, WEM portfolios beat benchmarks.

In 2020, WEM transitions to a joint-stock company, reinforcing a structure designed for governance, durability, and scale.

 

What we built & launched:

  • Securities dealer capability (licence received in 2017)
  • Save For Tomorrow — long-term investment savings program (2018)
  • A stronger organisational framework through transition to a joint-stock company (2020)

 

 

Key highlights:

  • Results during the Covid market slumps (2019 — 2020)
  • Proof of our concepts during periods of severe testing

Legacy:

Markets change — standards should not.

2021 — today

Platform and capability
Technology, private markets, & expanded service architecture

The world:

Digitisation accelerated and investor expectations evolved: transparency, speed, and access — without compromising discretion or judgment. Private markets gained relevance as clients sought diversification beyond public markets.

 

WEM:

From 2021, WEM strengthens technology leadership and accelerates the transition toward proprietary infrastructure. In 2022, the firm launches WEM Private Fund, expanding private markets capability through Private Equity and Real Estate.

From 2023 onward, WEM expands its service architecture and platform capabilities: WEM Family Governance Services deepen inter-generational planning and continuity; the B2B platform Flip strengthens WEM’s ability to support professionals and partners; and the firm continues to develop digital tools that improve client experience and operational efficiency.

Product innovation also expands into WEM Private Credit and WEM Employee Motivation program, alongside continued international focus and senior team development.

 

What we built & launched:

  • Proprietary technology infrastructure (transition accelerated from 2021)
  • WEM Private Fund (2022), including WEM Private Equity and WEM Real Estate
  • WEM Family Governance Services — inter-generational planning and wealth transfer architecture
  • Flip — B2B platform for financial professionals and partners
  • WEM Private Credit — private debt capability as part of alternatives
  • WEM Employee Motivation — corporate program supporting long-term engagement and retention
  • Continued international development and strengthening of senior capability across the firm

Key highlights:

  • Private markets expansion: WEM Private Fund (2022)
  • Platform capability: Flip (B2B)
  • Governance capability: WEM Family Governance Services
  • Alternatives expansion: WEM Private Credit
  • Corporate capability: WEM Employee Motivation program

Legacy:

A founder-led firm evolves with the same commitment — without losing the standards established at the beginning.

Core Team

Peter Štadler CEO, Chairman of the Board

Founder-led stewardship with a long-term mandate — guiding WEM’s evolution since its beginnings in 2007.

  • Co-founded Efect Slovakia (2007), later transformed into Wealth Effect Management
  • Leads WEM as CEO and Chairman, shaping the firm’s long-term direction
  • Focus: World-class wealth management standards, client outcomes, and enduring continuity
  • Co-founded Efect Slovakia (2007), later transformed into Wealth Effect Management
  • Leads WEM as CEO and Chairman, shaping the firm’s long-term direction
  • Focus: World-class wealth management standards, client outcomes, and enduring continuity
Norbert Gálik CTO, Member of the Supervisory Board

Technology leadership focused on independence, scalability, and secure client experience.

  • Held leading roles in the banking and investment sector
  • Responsible for WEM’s software and IT infrastructure — from core financial systems to web and mobile platforms for clients and partners
  • Focus: Platform capability, reliability, & technological execution at institutional standard
  • Held leading roles in the banking and investment sector
  • Responsible for WEM’s software and IT infrastructure — from core financial systems to web and mobile platforms for clients and partners
  • Focus: Platform capability, reliability, & technological execution at institutional standard
Peter Lakata Managing Partner, Board Member

Senior executive leadership across finance, digital transformation, and strategic management.

  • 20+ years of experience in finance, transformation, M&A and strategic management
  • Former senior leadership roles at Asseco Central Europe, Mall Group, ZUNO Bank, Raiffeisen Bank International
  • Focus: Operational excellence and international scaling
  • 20+ years of experience in finance, transformation, M&A and strategic management
  • Former senior leadership roles at Asseco Central Europe, Mall Group, ZUNO Bank, Raiffeisen Bank International
  • Focus: Operational excellence and international scaling
Eva Galbincová CAO, Member of the Supervisory Board

Operational architecture and
 process leadership — built 
for reliability and scale.

  • Leads day-to-day operational support across the firm
  • Previously held managerial roles in financial markets, including HR development leadership
  • Focus: Process set-up, optimisation, and coordination
  • Leads day-to-day operational support across the firm
  • Previously held managerial roles in financial markets, including HR development leadership
  • Focus: Process set-up, optimisation, and coordination
Diana Janošťáková Director of Private Wealth & Institutions

HNWI/UHNWI-focused leadership combining market expertise with operational precision.

  • 20+ years in financial markets in Slovakia
 and abroad
  • Background across trading, portfolio management, sales, and operations
  • Focus: Connects client needs to rigorous service design, partner collaboration, 
and high-quality delivery
  • 20+ years in financial markets in Slovakia
 and abroad
  • Background across trading, portfolio management, sales, and operations
  • Focus: Connects client needs to rigorous service design, partner collaboration, 
and high-quality delivery
Matej Bašťovanský Wealth Manager, Member 
of the Supervisory Board

Client advisory leadership with deep institutional memory — shaping service quality since the Efect era.

  • With the firm since 2010
  • Serves as Head of Advisory, overseeing consulting quality and client services
  • Focus: Leads communication with third parties and external partners; continues advising HNWI clients
  • With the firm since 2010
  • Serves as Head of Advisory, overseeing consulting quality and client services
  • Focus: Leads communication with third parties and external partners; continues advising HNWI clients
Michal Kováč Wealth Manager, Member of the Supervisory Board

Senior advisory expertise with capital markets depth and governance responsibility.

  • Joined the Efect team in 2011
  • Involved in the development and growth of the Investment department
  • Focus: Provides solutions for HNWI clients grounded in extensive capital markets experience
  • Joined the Efect team in 2011
  • Involved in the development and growth of the Investment department
  • Focus: Provides solutions for HNWI clients grounded in extensive capital markets experience
Pavlina Staneva Country Manager, WEM Bulgaria

Country leadership focused on execution quality, client understanding, and team-building.

  • Country Manager for WEM Bulgaria since 2020; key team member from the start of the project
  • Leads the Bulgarian office with a focus on trading skills, client needs, and precision
  • Focus: Uphold and develop WEM’s vision while building a strong local team
  • Country Manager for WEM Bulgaria since 2020; key team member from the start of the project
  • Leads the Bulgarian office with a focus on trading skills, client needs, and precision
  • Focus: Uphold and develop WEM’s vision while building a strong local team
Jozef Fujka WEM Private Fund Investment Manager

Private markets execution and fund administration with capital-intensive project experience.

  • 10+ years in asset management, incl. complex capital projects (e.g., privatisation and restructuring)
  • Former WEM Portfolio Manager; now responsible for WEM Private Fund and WEM Private Credit
  • Focus: Researching, examining and processing of investment opportunities
  • 10+ years in asset management, incl. complex capital projects (e.g., privatisation and restructuring)
  • Former WEM Portfolio Manager; now responsible for WEM Private Fund and WEM Private Credit
  • Focus: Researching, examining and processing of investment opportunities
Vladimír Vaňo Chief Economist

Macro and market perspective supporting portfolio thinking and client decision-making.

  • Foremost Slovak analysts, former advisor to Finance Minister and Deputy Prime Minister
  • Chief Economist, member of the Investment Committee, in charge of macroeconomic research and market analysis
  • Focus: Market volatility, macro themes, risk interpretation, supporting Portfolio Management
  • Foremost Slovak analysts, former advisor to Finance Minister and Deputy Prime Minister
  • Chief Economist, member of the Investment Committee, in charge of macroeconomic research and market analysis
  • Focus: Market volatility, macro themes, risk interpretation, supporting Portfolio Management
Lenka Hritzová Head of Operations

Operational leadership built on cross-sector financial experience and a strong process mindset.

  • Background in banking and insurance, team development and third-party cooperation
  • Process and product optimisation with both business and IT perspectives
  • Focus: Service quality of front- and back-office teams, efficiency, partnership development, strategic expansion
  • Background in banking and insurance, team development and third-party cooperation
  • Process and product optimisation with both business and IT perspectives
  • Focus: Service quality of front- and back-office teams, efficiency, partnership development, strategic expansion
Join us

Build with us — with integrity &
 long-term standards.

We look for people who value character, discipline, and responsibility — and who take pride in doing things properly.

At Wealth Effect Management, you will work
 in an environment where trust is earned, quality is non-negotiable, and decisions are guided by long-term thinking.

What we value most:

  • Integrity, discretion & accountability

  • Clear thinking
 & disciplined execution

  • Reliability & doing
 what you say you will do

  • A client-first mindset,
 without compromise

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