We build, grow, and protect your wealth.
For life.
To entrust your finances to somebody means giving him your trust — and entrusting him with your future.
For us, this is a commitment to keep bringing excellent results for our clients and to keep helping them in living a fulfilling and meaningful life.
Our DNA
We believe that wealth helps people to live meaningful and fulfilling lives.
Therefore, since 2007, we have been helping our clients to build,
grow, protect, and transfer it — showing what it means to take care of your wealth for life.
Our mission
To build and grow wealth honestly, transparently and with the attitude of doing it for life.
So that all our clients can fulfill their goals, secure their future, and live a meaningful life.
We believe this is the right way to do it and this is how we can change things for the better.
This is how we can keep fulfilling our great vision, one client at a time.
Our vision
To change the financial market as a global company by running our business
based on shared values, character and integrity — and a life-long perspective.
Everybody who wants to change something contributes with what he can do.
What we can do is to build and grow the wealth of our clients.
We love to do it, we do it well and we have the results to show.
This is how we contribute to the change.
Our values
Honesty and transparency
Life-long perspective
Expertise and progress
Integrity
Reliability
Results
Partnership and clients come first
History
2007 — 2013
Peter Štadler and his mentor Filip Jacek are establishing and developing a company called Efect Slovakia. These were the foundations of what later grew into WEM.
2014
After Filip Jacek’s tragic departure, Peter Štadler transforms the existing company. In Filip’s memory and honor, he keeps the reference to the original “Efect” and company changes into Wealth Effect Management.
2015
Wealth Effect Management enters the Bulgarian market as the first foreign subject and start offering wealth managements services beyond the borders.
2016
The first codified form of WEM DNA which to this day serves as the central value pillar of the entire company.
2017
WEM is awarded a securities dealer license. The control over fee structure and performance of our investment products is reflected in the quality of WEM products and services and in the results for our clients.
2018
Comprehensive wealth management services are starting to run at full capacity. Launch of Save For Tomorrow investment saving. Securities dealer services are starting to be offered in Bulgaria.
2019
Transition to joint-stock company enables us to be more flexible in responding to the needs of our clients and business partners.
2020
Filling of the top posts leads to significant improvement across the board. Continued innovations now enable clients to open their investment saving in just a couple of minutes and online. In the year of record Covid-19 pandemic-related slumps, all WEM portfolios exceed the benchmarks.
2021
The changes are bearing fruit — we are launching new products and an improved client portal, the results of our portfolios beat the market again and the company again achieves significant growth. Two new partners strengthen the ranks — Eva Jahelka Filipp and Norbert Gálik.
2022
Continued innovation in IT. Launching of WEM Private Fund which provides an opportunity to invest in exclusive opportunities in the field of private equity and real estate.
2023
A complete transition to our own IT brings the much-needed complete independence. The new Loyalty program offers significant discounts on fees for our clients. Our expansion abroad continues in Monaco and the comprehensive services of WEM Family Officeare added to our array of wealth management services.
2024
An important year — the launch of the B2B platform Flip brings new opportunities for financial professionals in the areas of buying securities and client care. WEM Employee Motivation innovates in the area of employee programs, and WEM Private Credit opens up additional asset appreciation opportunities. The Prague office focuses on comprehensive wealth management services, with a strong focus on intergenerational wealth transfer.
WEM Team
Marián Kopča
Head of Marketing and Growth
Years of experience leading marketing teams across various sectors and a strong results-oriented focus have shaped his approach to brand building and strategy development. At WEM, he is responsible for managing marketing activities, developing communication channels, and exploring new creative ways to support business growth and drive interest in the brand.
Diana Janošťáková
Head of Operations
Diana brings more than 20 years of experience in financial markets in Slovakia and abroad. During her career she has held key positions as a trader, portfolio manager, as well as in sales and operations. Her years of experience with private and HNW/UHNW clients allow her to efficiently connect their needs with precise process and service setup. At WEM, she is responsible for the management and optimization of key internal processes, supporting the sales team, collaborating with partners as well as implementing legislative and technological changes.
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.
Martin Cibuľa
Wealth Manager
Martin joined the WEM team during his university studies and is currently a Senior Wealth Advisor where he provides a high-quality service for clients and is also dedicated to long-term WEM clients.
Marián Slosjár
Compliance officer
As an external legal advisor, he has been cooperating with the group since the Efect times. He has been working in advocacy since 2007 and since 2011, among other things, he has been closely involved in the financial market sector. In WEM he holds the position of Compliance Officer and represents it as the General Counsel for the activities of the Securities Dealer and financial intermediation.
Ivana Mičáková
Compliance Officer
During her legal career, Ivana worked both in private and non-profit sectors. In her legal practice, she employs her knowledge of European judicature and currently
uses her legal and compliance experience to provide comprehensive compliance management as a part of the WEM Compliance Team.
Michal Torous
WEM Private Fund Real Estate Manager
With over 8 years of experience in the field of residential real estate, Michal brings his skills into WEM Private Fund — Real Estate to build a strong and stable portfolio of investment opportunities providing attractive returns while at the same time minimizing investment’s risk profile.
Svetoslav Shopov
EXPERT WEALTH ADVISOR, 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 Advisor and Mortgage Specialists his focus is on providing exceptional services to fulfill the needs and goals of WEM clients. In 2020 he also became a part of WEM’s mortgage department.
Marek Hlavenka
Business Process Manager
Before strengthening the WEM team, Marek worked mainly in the field of Sales Management and Marketing. In Wealth Effect Management, he took on the position of assistant to the CEO, where he applies his acquired knowledge and ensures the fulfillment of administrative and support tasks.
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.
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.
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
Pavlina is the Country Manager of our company in Bulgaria since 2020 and a key member of the team since the very beginning of our project. 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 and building a team of great and motivated professionals.
Kalina Dimitrova
Business process manager
Kalina joined the company in 2020 аs a Wealth Advisor because of her previous consulting experience. In 2022, she became part of our marketing and HR team to further assist in recruiting and training staff and to ensure that clients receive the best results and service. And in 2024, she became responsible for the their development and improvement of the company’s processes.
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 to the 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 our brand.
Barbora Ambrušová
ADMINISTRATION
At WEM, Barbora draws on her extensive financial administration experience and is in charge of administrative support for the securities dealership and facilitates the smooth functioning of the company to ensure optimal client satisfaction.
Petra Hivešová
FRONT OFFICE
She joined Wealth Effect Management after more than 15 years in the ČSOB Bank, where she worked in several positions, the longest of which was 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.
Samuel Krátky
Wealth Manager
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.
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.
Peter Štadler
CEO, CHAIRMAN OF THE BOARD
Co-founder of Efect Slovakia (2007) which he later transformed into Wealth Effect Management. He leads WEM as CEO and Chairman of the Board and continues to develop its vision of bringing world-class wealth management services that serve our clients for life, change their lives and with that also change the world of finance.
Matej Bašťovanský
Wealth Manager, BOARD MEMBER
Matej has been with the company since 2010 (since the Efect times). Currently, he serves as the Head of Advisory and a board member where he oversees the quality of our consulting and client services, as well as communications with third parties and external partners. He also continues to serve our clients, especially our affluent clients who are actively using our wealth management services.
Michal Kováč
Wealth Manager, MEMBER OF THE SUPERVISORY BOARD
Michal joined the Efect team in 2011 and participated in the establishment of Wealth Effect Management. As a Senior Wealth Advisor, Michal 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.
Norbert Gálik
CTO, Member of the supervisory board
Norbert Gálik has previously held several leading positions in the banking and investment sector. He currently serves as a CTO and a member of the Wealth Effect Management Group supervisory board where he is responsible for the technological development of the software IT infrastructure, from the core financial system development to ensuring the development of client or partner web and mobile platforms.
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.
Jozef Fujka
WEM Private fund Investment manager
With over 10 year of experience in asset management, Jozef was originally WEM’s Portfolio Manager and is currently responsible for the management and administration of WEM Private Fund. In the past, Jozef has been involved in a number of capital-intensive projects, such as the privatization of a Swedish NASDAQ agricultural company or the management of the bankruptcy and subsequent restructuring of the UAE’s largest real estate developer.
Alexander Chizganov
Portfolio Manager
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.
Matej Ondek
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).
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.
Lyubomir Mitev
WEALTH ADVISOR
Lubomir has been a member of the Wealth Effect Management Bulgaria team since 2023. He demonstrates how dedication can help someone grow as a professional and enable them to provide valuable services to our clients. Persistence and tenacity are his best qualities that allow him to develop himself and the people around him.
Bozhidar Vidinov
WEALTH ADVISOR
Bozhidar joined our team in 2022. Coming from the banking sector, he focuses on high-quality service and specializes in long-term services and investment savings, because he knows that our work has a direct impact on the quality of life of our customers.
Alexander Mitov
Senior Wealth Advisor
As part of Wealth Effect Management Bulgaria, Alexander uses his strongest qualities of loyalty, vision for the future and accurate judgment to manage, develop, increase and protect the wealth of our clients. In just a few years, he managed to create a large portfolio of clients and distinguish himself as one of the best financial advisors in the company.
Rumena Dzhambova
MORTGAGE SPECIALIST
With many years of previous experience in the banking sector, Rumena joins the Wealth Effect Management Bulgaria team to find the best opportunities and negotiate the best terms for consumer and mortgage loans for our clients. In 2024, she became the head of the mortgage department and started looking for the best people on the market to become part of our team.
Rostislav Vitanov
Senior Wealth Advisor
Starting as part of our trainee program in 2021, Rostislav uses his precision and persistence as well as in-depth knowledge to provide the best possible service to our clients and tailor financial services to their personal goals and ambitions. With his ability to predispose and understand his clients, in just a few years he managed to establish himself as one of the best specialists on the market.
Events
A fulfilling and meaningful life also means to celebrate it in the company of good people. Here are some examples of how we honored our precious clients.
WEM Jazz Night 2022
WEM Fine Dining 2021
WEM Jazz Night 2019
WEM Jazz Night 2018
WEM Fine dining 2018
Start today
Leave us a message — we will gladly prepare your personalized plan how you can build and grow your wealth.
For life.