Tradition you can Trust
Wealth Management
For Wealthy Individuals, Families, Entrepreneurs
Trading & Execution
For Professional Investors and their Client
Asset Services
For Fund Managers, External Asset Managers
Alternative Investments
For Institutional and Private Investors
Who We Are
Your Local Wealth Manager with Swiss Traditions
Sardona Capital SA was founded in Panama in 2012 as one of the first Swiss Broker/Dealers. Over the years Sardona Capital SA has developed into international wealth manager which offers local and international investment opportunities, wealth management services, asset services and trading and execution.
Sardona Capital mission is to offer high quality, individual and private financial services to to advice local and international clients in the region to maintain, increase or build their wealth and financial future.
With a Swiss based Family Office, a USA registered Investment Advisor, a USA based Real Estate Development Company, a USA Mortgage Lender and a sustainable focused bank in Puerto Rico as our strategic partners, Sardona Capital is well suited to serve its wealthy clients, families, and professional investors truly globally and international.
Our Mission, Values and Vision
Our Mission
Sardona Capital mission is to provide our client with a trusted financial institution based on our Swiss roots by following the highest ethical standards and offer private and individual investment advice and services for local and international clients, families and professional investors.
Our Values
- Swiss Banking Tradition
- Long-term Thinking and Partner
- Responsibility and Transparency
- Entrepreneurial Spirit
Our Vision
To be the preferred choice for individuals, families and professional 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 are committed to strong ethical working standards and professional client services. We build long term relationships to understand each client’s needs. We define investment strategies, solutions and goals which we monitor constantly.
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.
Asset Services
For professionals, external asset managers and family offices we offer a custody platform with local and international solutions.
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
Founders and Partners
Heinrich Speich is a founding partner of the Sardona Group, an international alliance of financial institutions with a Wealth and Asset Manager, a Broker/Dealer and an Investment Advisor located in Switzerland, Panama and USA. Heinrich Speich offers the traditional Swiss banking values and ethics. He started his career in the 1970’s with UBS Switzerland then on to Citigroup where he served as head of Private Banking Europa. After Citigroup he joined Bank von Ernst AG (today is Coutts Bank von Ernst) as a member of the executive board for over 20 years. 2000 to 2004 Heinrich Speich was appointed as CEO of Bank von Ernst where he increased the assets under management from $500mio to $13billion.
Heiner Speich is a founding partner of the Sardona Group, an international alliance of financial institutions with a Wealth and Asset Manager, a Broker/Dealer and an Investment Advisor located in Switzerland, Panama and USA. Heiner Speich has 20 years of experience in the upper echelons of the financial and banking industry. Throughout his career, he has held senior positions in various globally recognized institutions based in Switzerland which include UBS, AIG and Julius Baer. Heiner speaks four languages and holds a Master of Economics and Finance from the University of Bern in Switzerland. Today Heiner is Chairman of a US Mortgage Lender, a Bank in Puerto Rico and a Real Estate Development Company in the USA.