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Customized strategies for long-term wealth.
Build your financial future with us
Welcome to Sardona Group AG – your local investment manager with Swiss roots.
Our Services
We strive to go above and beyond to help our clients achieve their financial goals.
Advisory
Personalized investment advisory services
Strategy
Customized portfolio and investment strategy
Planning
Comprehensive long-term wealth and tax planning
Monitoring
Asset consolidation, monitoring, and analysis
How do we manage and build your financial future?
- ACTIVE MANAGEMENT
- BOTTOM-UP FUNDAMENTAL RESEARCH
- LONG-TERM FOCUS
- A UNIFIED VIEW OF RISK
- DISCIPLINE AND PATIENCE
We actively select and adjust your investments based on our market outlook and risk management approach.
We use both quantitative and qualitative selection processes for your investments. Each investment is subject to rigorous analysis and research.
Markets can be inherently inefficient. Through careful security selection, we aim to identify investment opportunities with an attractive risk-return profile.
We remain patient while acting decisively. When our investment criteria are constrained, we seek alternative solutions for our clients.
Our management team
Heinrich Speich is founding partner of Sardona Group, an international group of financial intuitions with Wealth and Asset Manger, Broker/Dealer and Investment Advisor located in Switzerland, Liechtenstein, Panama and USA. Heinrich Speich offers the coveted traditional Swiss banking values and ethics. He started his career in the 1970’s with UBS Switzerland and left for Citigroup where he served as head of Private Banking Europa. After leaving 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 founding partner of Sardona Group, an international group of financial intuitions with Wealth and Asset Manger, Broker/Dealer and Investment Advisor located in Switzerland, Liechtenstein, 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 that 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.
Dominik Speich is shareholder and board member of Sardona Group AG, the Swiss based Investment Advisor. He is also the founder and partner of a Zurich based law firm CapLex, specializing in Capital and Finance Law. Dominik worked for several years as manager in the M&A department of PwC. Thereafter, Dominik joined Credit Suisse AG as transaction manager and headed the Documentation & Structuring team of the Aviation and Yacht finance department. He is especially experienced in complex financing structures across several jurisdictions, as well as in compliance matters. Dominik Speich holds a degree in law and was admitted to the bar in 2007. In 2014, he received an MBA degree from the IE Business School in Madrid, Spain.
Nuestro equipo directivo
Heinrich Speich is founding partner of Sardona Group, an international group of financial intuitions with Wealth and Asset Manger, Broker/Dealer and Investment Advisor located in Switzerland, Liechtenstein, Panama and USA. Heinrich Speich offers the coveted traditional Swiss banking values and ethics. He started his career in the 1970’s with UBS Switzerland and left for Citigroup where he served as head of Private Banking Europa. After leaving 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 founding partner of Sardona Group, an international group of financial intuitions with Wealth and Asset Manger, Broker/Dealer and Investment Advisor located in Switzerland, Liechtenstein, 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 that 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.
Dominik Speich is shareholder and board member of Sardona Group AG, the Swiss based Investment Advisor. He is also the founder and partner of a Zurich based law firm CapLex, specializing in Capital and Finance Law. Dominik worked for several years as manager in the M&A department of PwC. Thereafter, Dominik joined Credit Suisse AG as transaction manager and headed the Documentation & Structuring team of the Aviation and Yacht finance department. He is especially experienced in complex financing structures across several jurisdictions, as well as in compliance matters. Dominik Speich holds a degree in law and was admitted to the bar in 2007. In 2014, he received an MBA degree from the IE Business School in Madrid, Spain.
Our partner bank
Independent financial solutions, with a global perspective.
Sardona Group is composed of independent companies established in one of the world’s leading financial centers. This structure enables us to provide tailored financial solutions aligned with each client’s specific situation, from a global perspective and with full independence.
