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
Simeon Kirov
Wealth Advisor
Simeon joined Wealth Effect Management Bulgaria in 2026, beginning his professional journey in the financial sector. With motivation, curiosity, and a strong desire to learn, he confidently takes his first steps in the company’s dynamic environment.
Violina Nedkova
Talent Acquisition Specialist
Violina joined Wealth Effect Management Bulgaria in 2025 as a Talent Acquisition Specialist and plays a key role in developing the company’s human capital. As a central figure in the HR function for the Bulgarian office, she actively contributes to building a strong organizational culture, fostering team collaboration, and attracting talent that aligns with the company’s values and vision.
With initiative and a keen understanding of people, Violina effectively engages high-potential candidates, participates in important internal projects, and supports team development in alignment with the organization’s strategic goals.
Nikolay Sokolov
Wealth Advisor
Nikolay joined Wealth Effect Management Bulgaria in 2025 and quickly established himself through focus, professionalism, and dedication to delivering exceptional client service. Driven by a commitment to sustainable results and continuous professional development, Nikolay steadily builds his expertise as a valued member of the team.
Georgi Vasilev
Wealth Advisor
Georgi joined Wealth Effect Management Bulgaria in 2025 and quickly established himself through proactivity, adaptability, and a strong drive for growth in the financial sector. With dedication, consistency, and a commitment to continuously expanding his expertise, he has rapidly become a valuable member of the team.
Thanks to his focus, responsible approach, and ability to understand clients’ individual needs, Georgi achieves impressive results in a short time while delivering financial solutions with high added value.
Elena Kotova
Business Support Specialist
Elena joined Wealth Effect Management Bulgaria in 2025, beginning her professional journey as an Office Assistant and later progressing to the role of Business Support Specialist. In her position, she plays a key role in ensuring the smooth organization of daily operations, handling essential administrative tasks, and supporting the company’s marketing processes.
Known for her organization, reliability, and attention to detail, Elena coordinates internal processes, helps maintain the company’s active presence on social media, and ensures the timely and structured completion of critical administrative tasks.
Peter Lakata
Managing Partner & Board Member
Peter Lakata is an experienced leader with more than 20 years of expertise in finance, digital transformation, and strategic management. Throughout his career, he has held senior executive positions at companies such as Asseco Central Europe, Mall Group, ZUNO Bank, and Raiffeisen Bank International, where he contributed to managing large-scale transformation projects, M&A activities, and the development of key business and marketing initiatives. He is a graduate of the WU Executive Academy and holds academic qualifications in finance and investment. He currently serves as a Managing Partner and Board Member at Wealth Effect Management (WEM), where he actively participates in shaping the company’s strategy, developing B2B partnerships, and building long-term value for clients and partners. Alongside his managerial work, he is involved in business coaching, mentoring, and supporting startups. In his approach, he combines experience from top management, financial markets, and technology with a practical, results-oriented mindset focused on organizational leadership and growth.
Vladislav Kalis
Back Office Specialist
Bringing more than 15 years of experience in capital markets and investments to WEM, during which he was responsible for the valuation of mutual funds and front- and back office operations for securities traders. As a Back Office Specialist, he translates this experience into the flawless functioning and further improvement of our services.
Jozef Mika
Head of Business Partnerships
Jozef brings more than 29 years of experience in the financial world, where he was responsible for sales, acquisitions, building and managing sales networks, and investment product sales strategies. As Head of Business Partnerships, he is responsible for developing key partnerships with brokerage networks in Slovakia and the Czech Republic.
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
Director of Private Wealth & Institutions
Diana has more than 20 years of experience in financial markets in Slovakia, the Czech Republic, and abroad. Throughout her career, she has worked as a trader, portfolio manager, and has held managerial positions in trading and operations. She has long been dedicated to working with premium, HNW, and UHNW clients, focusing on building long‑term relationships based on trust, decision‑making continuity, and the preservation of wealth across generations. At WEM, she oversees the area of private wealth and institutional relations. She is responsible for the development and quality of wealth management services for selected clients, strategic partnerships, and the external representation of the company. Her work combines deep investment expertise, disciplined processes, and a high standard of professional care.
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
SENIOR 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
Martin has been with Wealth Effect Management since 2017 and is recognized for his strong analytical approach, deep financial expertise, and clear focus on sustainable solutions. He plays a key role in both team development and the establishment of high professional standards. In his work, he combines leadership with investment management expertise and the creation of long-term financial strategies.
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.
Pavlina Staneva
Country Manager WEM Bulgaria
Pavlina joined the company in 2015 and took on the role of Country Manager for Bulgaria in 2020. With her extensive experience and strategic role within the organization, she is one of the key drivers behind the company’s development, expansion, and market establishment in Bulgaria.
She leads key areas of business development at the local level, contributing to the creation of a sustainable organizational structure, efficient processes, a strong team, and a clear longterm direction. Her professional approach is distinguished by consistency, high standards, and precision, which form the foundation of quality and sustainability in every aspect of the company’s operations
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
HEAD OF BACK OFFICE
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 EXPERT
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, Member of the Supervisory Board
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, Member of the Supervisory Board
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
SENIOR WEALTH ADVISOR
Since joining Wealth Effect Management Bulgaria in 2023, Lyubomir has demonstrated dedication, consistency, and a strong commitment to professional excellence. With a strong focus on quality service and the ability to build long-term relationships, he effectively identifies clients’ needs and delivers solutions tailored to their individual goals and priorities. His perseverance, determination, and professional approach form the foundation of his growth and the results he achieves as part of the team.
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
Known for his consistency, strategic mindset, and precise approach, Alexander plays a key role at Wealth Effect Management Bulgaria in managing, developing, and safeguarding client wealth. In just a few years, he has built a substantial client portfolio and firmly established himself as one of the company’s leading professionals. Driven by proactivity, ambition, and a commitment to continuously enhancing his expertise, Alexander has expanded his role to include team development responsibilities while continuing to specialize in investment management.
Rumena Dzhambova
MORTGAGE SPECIALIST
Rumena joined Wealth Effect Management Bulgaria with extensive experience in the banking sector and strong expertise in lending and private banking. She is recognized for her proactive approach and deep market knowledge, enabling her to identify the best solutions and negotiate optimal terms for consumer and mortgage loans, delivering significant value to clients.
Since 2024, she has led the Credit Department, playing a key role in its growth, team development, and the recruitment of experienced professionals.
Rostislav Vitanov
Wealth Manager
Rostislav joined Wealth Effect Management Bulgaria through the internship program in 2021 and quickly established himself as one of the team’s leading specialists. Known for his precision, consistency, and ability to understand clients’ needs, he creates personalized financial solutions and builds long-term trust.
As he has developed professionally, Rostislav has expanded his role to include team development responsibilities, supporting the growth of his colleagues and helping uphold high professional standards across the team.
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.