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.

Board of Directors

Yesenia González

COO / Member of the Board of Directors

Candelario Santana

CEO / Secretary of the Board of Directors

Heiner Speich

Founding Partner / President of the Board of Directors

Martha Lydia López

Member of the Board of Directors

Gabriel Quintero

Independent Director

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