Meet WEM OCP

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.

We take care of assets of wealthy families, individuals, artists and successful atlethes through our wealth management.

This service is characterized by high complexity and expertise. We help our clients identify appropriate investment opportunities in accordance with their goals and expectations. The result is tailor-made solutions and an individual approach to each client through Private Wealth Managers who build a personal, correct, and discreet relationship with the client.

583

Number of managed clients

14,04%

Annualized performance of WEM Equity US

12,12%

Annualized performance of WEM BALANCED

11,06%

Annualized Alpha performance

We use Bloomberg Professional Terminal

We are fully regulated by NBS

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 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.

COO

Eva is one of our most experienced team members. During her 13 years in the field of private banking, she worked in various positions, from sales support, product and project management and process creation to comprehensive wealth management, where she held the position of Head of Wealth Management at ČSOB Private Banking in the KBC Group.

She holds the position of COO in our company, where she works closely with CEO on organizational processes, working with operational risks and setting company standards. At the same time, she manages our internal team as Head of Wealth Department and within business development is responsible for building relationships with external partners and promoting corporate culture and vision. She also applies her exceptional attention to detail not only as leader of the sales department but also in the management of projects to improve the workflow of our company.

Head of Front Office

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.

Head of Advisory

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.

Portfolio manager

During his time at the university and after his graduation, he worked in several asset management companies not only in Slovakia but also in the Czech Republic. Before joining our company, he acquired additional knowledge in a renowned audit company. His main focus was on investments in publicly traded securities of companies, which showed a significant disproportion between intrinsic value and stock market price. Within our company, he is responsible for the composition and management of portfolios, the search for new investment opportunities and the periodic evaluation of the companies we hold in our portfolios.

Administration

She joined the company as an experienced administrative reinforcement. Her honest and kind demeanour is complemented by excellent organizational skills, an overview of administrative processes and a willingness to always find the best solution. Thanks to a responsible approach and personal progress, she is now also in charge of the administrative support of the investment company. Today, she is an essential part of the team to ensure the smooth running of the company and high customer satisfaction

WEM OCP Team

Our highest objective is satisfaction of the client. Therefore, at creation of the Wealth Effect Management OCP team we combine expertise with character and humaneness.

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Slovak

English

Bulgarian

Meet WEM OCP

Peter Štadler

Eva Jahelka Filipp

Michal Kováč

Matej Bašťovanský

Jozef Fujka

Barbora Ambrušová

WEM OCP Team

Documents

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