BUILD YOUR FINANCIAL FUTURE WITH US
Welcome to Sardona Capital S.A. - Your local Wealth Manager with Swiss Roots
Who we are
Sardona Capital offers 75 years of combined experience serving international clients individually through customized guidance for investment strategies and solutions.
Based on our longstanding Swiss tradition and track-record we understand the importance of a comprehensive wealth and estate planning to build, protect assets and ensure a smooth transfer to the next generation. We pride ourselves on providing a complete and bespoke service together with our sister companies.
Sardona Capital is part of the Sardona Global Group, a global alliance which includes a Broker/Dealer in Panama, a Registered Investment Advisor (RIA) and Real Estate Company in the USA as well as a Multi Family Office in Switzerland.
This unique combination positions Sardona Capital perfectly to serve individuals, families and professionals locally and internationally.
Sardona Capital, S.A – Tradition you can Trust
Our Services
We take care of your wealth discreetly and holistically as if we were part of it.
Wealth Management
We manage and protect you wealth assets s if we part of it.
Discreet and Holistic
Investment Advisory
We find the best solution and product for you.
Independently and Carefully
Asset Management
We offer Best of Breed products for all assets classes including US Real Estate.
Long-term and Stable
Trading
We tarde and settle liquid and non-liquid securities.
Fast and Reliable
How we manage and build your financial future
Active Management
We believe all markets are inherently inefficient and that through careful security selection, investors can generate excess returns with lower risk of permanent capital loss.
Bottom-Up Fundamental Research
We invest in strategies that conduct rigorous fundamental analysis to project each potential investment’s value. Our selection process is both quantitative and qualitative.
Long-Term Focus
We are transparent about fees and charges and keep them at reasonable levels. This means, no hidden or rip-off fees are charged to our client.
Unique View of Risk
We believe that the biggest threat to your financial health is not market volatility; it is the permanent loss of your capital. We believe market volatility provides opportunities to acquire high-quality assets at a discount to their valuation.
Discipline and Patience
We are patient investors. We hold cash when nothing meets our investment criteria, and we have the conviction to sell when an investment no longer offers acceptable returns relative to its potential for loss.
Our Custody Solution and Partners
Local/Panama
USA
International
About Us
Our Team
Heiner Speich
Executive Chairman and Fouding Partner
Candelario Santana
Chief Executive Officer (CEO)
Yesenia González
Chief Operating Officer (COO)
Our Team
Susana Vásquez
Business Director
Edwin Vergara
Compliance Officer
Estefany Bethancourt
Middle Office
Yenifer Solís
Operations Officer
Karoll Agüelles
Administration and Accounting Officer
Mauricio Hernández
International Broker
Sardona Capital is part of
Sardona Group
A Wealth Management Platform with Swiss Tradition
Sardona Group is an alliance of legally independent companies located the main financial center which form the global wealth management platform. The Sardona Global wealth management platform allows us to find each client the best individual solution for its financial solution independently and globally.
