FINMA-authorised Asset Manager · Zurich, Switzerland

Preserving and Growing Wealth Across Generations

Sardona Group AG is a FINMA-authorised external asset manager based in Zurich. We advise private individuals, entrepreneurs and high-net-worth families on wealth management, strategic investment advisory, and intergenerational wealth and estate planning.

Company Profile

Independent Swiss Wealth Management Since 2018

Sardona Group AG was founded by experienced financial professionals with extensive expertise in the Swiss and international private banking industry. As an independent, FINMA-authorised asset manager, we operate free from conflicts of interest and exclusively in the best interests of our clients. We serve high-net-worth individuals, entrepreneurial families and family offices through a holistic advisory approach—discreet, precise and focused on the long-term preservation of wealth.

"Transparency, independence and a steadfast focus on our clients' long-term interests form the foundation of our business."

Our Services

Our Core Expertise

Three clearly defined areas of expertise, delivered with the precision, independence and discretion that have distinguished Swiss private banking for generations.

Wealth Management

We support high-net-worth individuals and entrepreneurial families in the professional management of their wealth—whether through discretionary portfolio management or advisory services. Based on a careful assessment of each client's risk profile, investment horizon and return objectives, we develop tailored investment strategies and implement them with the highest level of care.

• Tailor-made portfolio construction
• Risk-adjusted investment strategies
• Ongoing portfolio reporting and monitoring
• Multi-asset allocation across all asset classes

Independent Investment Advisory

As an independent financial services firm, we provide unbiased investment advice across the full spectrum of capital markets. Our recommendations are based on comprehensive macroeconomic analysis, market valuations and each client's individual investment objectives.

• Independent, product-neutral advice
• Bonds, equities and money market instruments
• Alternative investments and structured products

Wealth & Estate Planning

The structured transfer of wealth to future generations requires forward-looking planning and legal precision. We work closely with specialists and legal advisors to develop tailored solutions that ensure an efficient and seamless transfer of wealth.

• Estate and succession planning
• Estate structuring
• Efficient wealth transfer

Our Guiding Principles

Guiding Principles for Every Client Relationship

Rooted in the tradition of Swiss private banking, our guiding principles define the standard for every investment decision, every client relationship and every advisory process—without exception.

Swiss Standards of Excellence

We are committed to the highest standards of the Swiss financial centre, ensuring quality, regulatory compliance and professional discretion.

Clients' Interests First

As an independent asset manager, we operate free from conflicts of interest, acting solely in the best interests of our clients and safeguarding their wealth.

Transparency and Disclosure

Clear communication regarding investment decisions, costs and potential conflicts of interest—with no retrocessions and no hidden compensation arrangements.

Integrity and Compliance

Strict adherence to regulatory requirements, professional ethics and internal standards of conduct in every client engagement, without exception.

International Perspective

We invest on behalf of our clients across both global and local financial markets, guided by each client's risk profile and supported by continuous risk monitoring.

Long-Term Investment Horizon

We pursue a long-term investment approach beyond short-term market volatility, with the objective of preserving wealth sustainably across generations.

Confidential Initial Consultation — No Obligation

We look forward to hearing from you. Our advisors are available for a confidential, no-obligation initial consultation. All information shared with us will be treated with the strictest confidentiality.

Please do not include any personal information in your message, such as account numbers, Social Security numbers, usernames, or passwords. This form is intended solely for general inquiries. Please fill out all the fields below, as they are required.

+41 44 291 90 01

Badenerstrasse 125 8004 Zurich, Switzerland