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, for over 16 years now 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.

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.

WEM Team

Martin Dolnák

HEAD OF M&A

Martin Dolnák has extensive experience in M&A gained during his tenure at Big 4 and international law firms. He has been involved in a wide range of transactions, where he has advised both domestic and international clients, from both the buyer’s and seller’s perspective. He has also participated in various types of restructuring projects, including transfers or other alternative corporate transformations, and has also worked on projects related to distressed asset investments, financing, as well as family office solutions using trusts and foundations, with an emphasis on the protection of family assets. His clients have included various representatives from the areas of private equity, (multi) family offices, HNWI, investment banks and foreign investors. At WEM, he is also co-responsible for the expansion and further development of our activities in the Czech Republic.

Martin Dolnák

Tomáš Mazán

HEAD OF BUSINESS DEVELOPMENT

Building on his previous experience from his studies in the UK and his work in Slovak corporate banking, Tomáš currently acts as the Head of Business Development.

His primary area of focus is business development and project management across WEM’s many projects and collaborations.

Tomáš Mazán

Jana Škripková

HEAD OF FRONT OFFICE

Jana employs her years of experience in managerial positions in the financial sector and several years of experience in compliance and project management as the Head of Front Office.

Her main role at WEM is the management of collaborations with external partners, from setting the rules of cooperation through their implementation to comprehensive support throughout the operation.

Jana Škripková

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.

Michal Torous

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.

Ivana Mičáková

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.

Lyubomir Mitev

Alexandra Fitošová

FRONT OFFICE MANAGER

During her previous career, Alexandra focused on efficient performance and improving the company processes. At WEM, she employs this experience as Front Office Manager and contributes to smooth operation and thus better services for our clients.

Alexandra Fitošová

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.

Tomáš Beňadik

Veronika Baginová

CBO

As Chief Business Officer, Veronika employs her extensive business development experience from global companies (Microsoft, SurveyMonkey, Dropbox) and from over 8 years of working in the IT industry in Australia. In WEM, her chief focus is on developing the company vision and strategy and further improvement of the internal processes so that we can keep bringing the best possible results for our clients.

Veronika Baginová

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.

Bozhidar Vidinov

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.

Alexander Mitov

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.

Rumena Dzhambova

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.

Rostislav Vitanov

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

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

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.

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 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.

Marián Slosjár

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.

Svetoslav Shopov

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.

Martin Lukanov

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.

Kalina Dimitrova

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.

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, 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.

Petra Hivešová

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.

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 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.

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 a high-quality service for clients and is also dedicated to long-term WEM clients.

Martin Cibuľa

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.

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 & Analyst

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

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.

Jozef Fujka

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

CTO, Member of the supervisory board

Norbert Gálik, CFA, 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.

Norbert Gálik

Michal Kováč

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.

Michal Kováč

Matej Bašťovanský

Senior wealth advisor, 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.

Matej Bašťovanský

Eva Jahelka Filipp

COO, MEMBER OF THE SUPERVISORY BOARD

With over 13 years of experience in private banking, holding positions in sales support, and product and project management as the former Head of Wealth Management in ČSOB Private Banking, Eva employs her extensive knowledge in her role of the COO, where she develops and further improves company standards and results.

Eva Jahelka Filipp

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.

Peter Štadler

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

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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For life.