sardona-capital-logo-full
CLIENT LOGIN

BUILD YOUR FINANCIAL FUTURE WITH US

Welcome to Sardona Capital S.A. - Your local Wealth Manager with Swiss Roots

GET IN TOUCH

Who we are

The 75-year passion to supporting individuals and families all over the world to reach their financial goals brought the founders 2012 from Switzerland to Panama to offer as a first Swiss independent Broker/Dealer superiorly and individual wealth management services, investment guidance, strategies and solutions.

 

Based on our Swiss tradition and longstanding track-record we understand the unique situation of each client and the importance of a comprehensive wealth and estate planning that protect assets and ensure smooth wealth transfer to future generations. This is why we pride ourselves on providing a completely tailored customized wealth management service for all your personal financial situation, goals and plan.

 

Sardona Capital is part of a conglomerate/alliance of several independent financial institution named “Sardona Group” which includes a Broker/Dealer in Panama with office in Columbia, a Registered Investment Advisor and a Real Estate Group in the USA and a Multi Family Office in Switzerland.

 

This unique combination positions Sardona Capital and its alliance to offer personal and high quality services to BOTH experienced AND new investors locally and internationally.

 

Sardona Capital, S.A – Tradition you can Trust

Our Services

We go the extra mile to help our client to reach their financial golds.

Wealth Management

We manage your wealth as if it were our own.

Strategically and Transparent

Investment Advisory

We find the investment strategy and solution which fits YOU best.

Independently and Transparent

Family Office Services

We take care of your entiry family wealth as if we where part of it.

Discreet and Holistic

Asset Management

We offer best of breed products for all asset class but specially for US Real Estate.

Long-term and Stable

Trading

We tarde and settle liquid and non-liquid securities.

Fast and Reliable

Asset Services

We offer custody solutions based on your personal needs.

Globally and Safely

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

Board of Directors

Heiner Speich

Founding Partner / President of the Board of Directors

Candelario Santana

CEO / Secretary of the Board of Directors

Yesenia González

COO / Member of the Board of Directors

Our Team

Susana Vásquez

Business Director

Edwin Vergara

Compliance Officer

Estefany Bethancourt

Head of 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

The Sardona Group is a conglomerate of several companies, fully independent and located in the main financial center which allow us to offer you a individual solution to your financial situation globally and independently.

Get in Touch and start your financial future with us

Please do not include any Personal Identifying Information like account numbers, social security numbers, usernames or passwords in your message. This form is for general inquiries only. Please fill out all fields below as they are all required.

    Sardona Capital

    Contact

    Phone: (+507) 683-6180
    Email: info@sardona-capiptal.com

    Legal Notice

    Disclaimer

    Sardona Capital, S.A. is a registered broker/dealer with the Superintendency of the Security Market of the Republic of Panama (SMV). The SMV is responsible for regulating, supervising, and monitoring the security market in Panama. Please visit the SMV for further information: www.supervalores.gob.pa.


    All information contained herein is for information purpose only and does not snsitute a solicitation of offer to sell securities or investment advisory services. If you are interested in our services please e-mail us or call directly.

    © 2023 Sardona Capital. All Rights Reserved
    Powered by Visual Studio 66