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.
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
All the changes under way are bearing fruit — we are launching new products and improved client portal; results of our portfolios again beat the market and 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 private equity opportunities.
WEM Team
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.
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.
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.
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.
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.
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.
Rastislav Masrna
Wealth Advisor
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.
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.
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.
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.
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 Manager and Mortgage Specialists his focus is on providing exceptional services to fulfill the needs and goals of 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.
Kalina Dimitrova
Business process manager
One of the most recent members of WEM Bulgaria team, Kalina joined the company in 2020. Her previous occupation consisted mainly of consulting and working with individual clients which, together with her empathy and communication skills, proved invaluable in complementing the team.
Pavlina Staneva
Country Manager WEM Bulgaria
Core member of our Bulgarian team since 2015, 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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
Norbert Gálik
HEAD OF FRONT OFFICE
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. In his role as the Head of Front Office, Norbert uses this experience in investment decision-making for client portfolios. Furthermore, his strong IT background is applied towards simplifying client contact processes, resolving inefficiencies, and improving customer service.
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.
Matej Bašťovanský
HEAD OF ADVISORY, 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.
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 and the Head of Wealth Department where she develops and further improves company standards and results.
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.
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.