Sardona Capital

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

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.

Get in Touch and start your financial future with us

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BUILD YOUR FINANCIAL FUTURE WITH US

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

Who we are

Our Services