It is important to understand your origins, as it dictates the correct path
Our values and ethics reflect our commitment to the tradition of Swiss Banking
We believe in transparency, credibility and sustaining long-term relationship
We are Sardona Capital – Your Local Wealth Manager with Swiss Tradition

Who We Are

Tradition you can Trust

Sardona Capital has a 10-year track record in Panama as one of the first independent Broker/Dealer. Our Swiss tradition and Longstanding track-record drives us to server each individually, privately and superiorly. Sardona  Capital is part of an alliance named “Sardona Group” which includes a Multi Family Office in Switzerland and Real Estate company in the USA. Combined with a US Mortgage Lender and a Register Investment Advisor as a strategic partner Sardona Capital is well suited to offer high quality and personal services to BOTH experienced AND new investors locally and internationally.

Our Mission, Values and Vision

Our Mission

To provide our local and international clients, families and professional investor with a trusted financial institution based on our Swiss roots and commitment to our business promises

Our Values

Swiss Banking Tradition
Long Term Partnership
Trust and Transparency

Our Vision

To be the preferred choice for individuals, families and professionals in the region who are looking for a trustworthy and long-term partner for their investments and financial future.

Our Services

Build Your Financial Future with a Reliable Partner

Wealth Management

We manage your wealth as if it were our own;

Strategically and Transparent.

Investment Advisory

We find the best solution and product for you;

Independently and Carefully.

Trading & Execution

We also offer trading, execution and settlement for liquid and illiquid securities. Our trading team is fully committed to finding the best price with our various local and international counterparties.

Family Office Services

We take care of your family wealth as if we were part of it;

Discreet and Holistic.

Asset Services

For professionals, external asset managers and family offices we offer a custody platform with local and international solutions.

Trading

We trade and settle liquid and non-liquid securities:

Fast, and Reliable.

Alternative Investments

Through our strategic partners we offer solid, long term investment opportunities such as US Real Estate and Private Debt. We also offer co-deal investments in Private Equity and have a well selected range of funds for alternative investments.

Asset Services

We offer custody solutions based on your needs;

Globally and Safely.

Alternative Investments

Through our strategic partners we offer solid, long term investment opportunities such as US Real Estate and Private Debt. We also offer co-deal investments in Private Equity and have a well selected range of funds for alternative investments.

Asset Management

Based on our longterm expertise we offer several products in all asset Classes but mainly in Real Estate in the USA

Unique, stable, long-term

Alternative Investments

Through our strategic partners we offer solid, long term investment opportunities such as US Real Estate and Private Debt. We also offer co-deal investments in Private Equity and have a well selected range of funds for alternative investments.

Start to Build Your Financial Future with Us

About Us

Board of Directors

Heiner Speich

Founding Partner / President of the Board of Directors

Candelario Santana

CEO / Secretary of the Board of Directors

Gabriel Quintero

Independent Director

Lydia López

Member 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

Become a Successful Investor