Meet WEM

We approach our clients as family, therefore we would like to introduce you the people who are the keystones of our company and we hope we will also have the opportunity to meet you.

The story of Wealth Effect Management began in 2007, when Peter Štadler, as the owner, created the company Efect with Filip Jacek. During the first five years in the company, he focused mainly on his personal development, development of managerial skills and knowledge from the financial market. The deeper he got into the issue of finance in Slovakia, the stronger he realized the need for a company the philosophy of which would be based not on making huge profits to the detriment of its clients, but rather on fair approach and services and products at a level known from the Western markets. Thanks to this direction and his experience, the company began to attract the first high net-worth clients.

2014 After the early tragic departure of mentor Filip Jacek, there came time to set up a company that would provide the highest level of services and focus on wealth management and sophisticated solutions to simplify the financial life of its clients.
2015 Of course, the plan to bring wealth management to underdeveloped markets did not apply to Slovakia only and therefore in its early days Wealth Effect Management decided to expand to the Bulgarian market.
2016 The basis of providing high-level services is the strong bond of each of the employees with the company’s policy. The goals and principles of Wealth Effect Management were transformed into the DNA of the company, which has since then been the main pillar for selection and subsequent functioning of each employee. Hand in hand with a strong character, the company emphasizes expertise, transparency and work based on facts. In order to raise the latter part to the international level too, cooperation with Bloomberg began.
2017 The company’s effort to provide a level of services that had not been reached in this region culminated in the opening of its own investment company, thus ensuring its control over the fee structures and performance of its investment products. As a result, it has been able to provide asset management tailored to any situation. Complementing the provision of services by estate planning created new opportunities to make it easier for clients to manage their assets.
2018 Long-term presence on the Slovak market also means a number of long-term clients. Since taking care of their needs throughout their lives has always been the company’s priority, but at the same time a very demanding task, Wealth Effect Management approached the issue by creating a Service Center, which has since been responsible for clients’ satisfaction over the coming years. This was the first year for a unique product Save for Tomorrow created to meet the needs of long-term investment security for clients who want to take a responsible approach to their financial future and who understand the necessity of not relying on the state assistance.
2412
Number
of clients
9.56%
Performance of SfT Dynamic strategy (p.a.)
7 mil.
Yearly volume of mortgages per specialist
96%
Mortgage closing success rate

Peter Štadler

CEO

Peter Štadler is the founder and owner of Wealth Effect Management. He is also CEO and is responsible for overall leadership, strategic decisions and visions. Before starting his own company in 2007, he was at the birth of the financial intermediary company Efect Slovakia, which he co-founded with Filip Jacek. Here, he initially held the position of Business Process Executive responsible for the founding of company and later that of Executive Director.

In 2014, he decided to raise his years of experience in the retail environment to the level of wealth management services and established Wealth Effect Management s.r.o. together with its first branch abroad, in Bulgaria. One of the main ideas and priorities was to bring light and transparency to the world of finance, which resulted in the establishment of Wealth Effect Management o.c.p., a.s. in 2017. Since then, Wealth Effect Management has been providing high-quality and efficient solutions and services to its clients through its Wealth Department, using the company’s own portfolio management.

Bruno Gábel

Head of Mortgage department 

During his time at WEM, he created a mortgage department that increases its production by twenty percent each year. Despite the turbulent changes in the field of mortgage lending, with a strong team and a wealth of experience it continues to provide high quality services to clients, creating long-term cooperation. Since the establishment of an investment firm, he has been a leading backoffice and a member of the Supervisory Board.

Michal Kováč

Senior Wealth Advisor

Member of the Supervisory Board and co-founder of Wealth Effect Management. He has been working in the field of financial services and capital market for almost 10 years. He has been personally involved in the development of the investment department since 2015. Thanks to his long-term acquisition activities he was awarded the Best Salesman Award for 2018.

Matej Bašťovanský

Senior Wealth Advisor

He has been with the company since 2010 and has been a part of all important milestones in the company’s history. At the beginning, he worked as a financial strategist at Efect Slovakia where he focused primarily on the acquisition of new clients as part of comprehensive services. In 2014, he co-founded the new company Wealth Effect Management and achieved the best business result in three consecutive years from the following years. Later, he started to develop a new division in the company – Service Center, which has been successfully advancing and improving with his team.

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