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.
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.
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.
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.
Honesty and transparency
Expertise and progress
Partnership and clients come first
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.
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.
WEM entered the Bulgarian market as the first foreign entity and began to bring wealth management services across borders.
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.
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.
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.
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.
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.
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.
C-suite & investment committee
Portfolio management & Front office
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.
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.
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.
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.
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.
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.
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.
Expert Wealth Advisor and Mortgage Specialist
Manager Wealth Advisor
Country Manager WEM Bulgaria
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.
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 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.
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.
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
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.
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).
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.
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
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.
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.
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.
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.
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
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