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

Peter Štadler

CEO

My name is Peter Štadler. I am founder and owner of the financial company Wealth Effect Management. However, WEM is not only about me. Our team consists of people who pursue the same values as me – solid character, honesty, and responsibility. Thanks to our common effort and enthusiasm for the world of finance, WEM has been constantly growing. I have respect for every single Euro entrusted to us and each and every client who trusts us. I know how difficult it is to earn trust or to trust. I know how difficult it is to be wrong and to bear responsibility for it. I have learned on my own mistakes; I can help you to foresee and avoid mistakes and errors in financial decisions.

My goal is a satisfied client. I am doing my best so that we can bring to our market financial services that equal the standards of the developed markets. If you, too, want to bring transparency, honesty, and responsibility to the Slovak financial market, fill in the contact form and I will enable you to do so.

Michal Kováč

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.

Matej Bašťovanský

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.

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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