Sardona Capital S.A.

It is a no-brainer that proper wealth management helps individuals set money aside for a rainy day, pay off their debts, and save for retirement. However, it requires in-depth research and planning to formulate an appropriate wealth plan and invest in the right financial products to grow savings faster while avoiding financial pitfalls that lead to losing hard-earned money.

Helping individuals minimize unnecessary risks, Sardona Capital S.A. offers high-quality personal services in wealth management for high-net-worth individuals and families in Panama. It delivers financial services based on the traditional Swiss asset management model and creates tailored investment strategies depending on a client’s situation and goals.

“We are a boutique brokerage firm developed based on our experience in private banking and the Swiss model. Our aim is to structure tailor-made investment strategy and make investing easier for everyone,” says Heiner Speich, founder of Sardona Capital S.A.

The firm has been in the local market for over ten years as an independent financial entity and is regulated by the Superintendence of the Stock Market of Panama. It has a Swiss-based family office, a U.S. registered investment advisor, a U.S.-based real-estate development company, a U.S. mortgage lender, and a sustainable focused bank in Puerto Rico as its strategic partners, enabling it to serve locally and internationally.

Sardona Capital provides investors with access to the global financial markets and comprehensive solutions, starting from investment advice, management clients assets by opening of individual investment accounts for operations with financial assets, like bonds, shares, funds, and structured products.

Realizing the need to spread awareness about the financial markets and its advantage among youngsters, it expanded its clientele to include young professionals beginning to build wealth and looking for a long-term approach. It helps individuals understand how they can start investing safely without a lump sum amount.

Sardona Capital’s team guides clients through every step of their journey to open an account and invest based on financial goals. It formulates an optimal investment strategy that helps individuals meet short and long-term goals and continually monitor their growth to ensure its effectiveness.

Sardona enables solid, long-term investment opportunities and finds the best products and securities with various local and international counterparties. It also helps clients invest in real estate, private equity or other alternative investments by identifying the top range of funds. In essence, as a reliable partner for investments, it drives greater value for them to secure their financial future in many ways.

For example, a client approached Sardona Capital at his later stage of life to ensure his heritage goes to the family without any inconvenience. Sardona Capital, can advise the client to create the correct structured and invested his money properly through based on the individual personal and familiar situation of the client. This will enable his family members to easily claim the wealth after his death without any legal problems.

Continually helping individuals, families, professionals and external asset managers to make better financial decisions, Sardona Capital’s secret to success lies in its team. It fosters an inclusive and positive culture to support its diversified team, which consists of about 50 percent female members. In addition to supporting employees and clients, it contributes toward the local community by financing the transportation and other needs for local sports teams.