Estrategias personalizadas para una riqueza duradera.
CONSTRUYE TU FUTURO FINANCIERO CON NOSOTROS
Bienvenido a Sardona Group AG – Su gestor de inversiones local con raíces suizas
Nuestros Servicios
Nos esforzamos al máximo para ayudar a nuestro cliente a alcanzar sus metas financieras.
Asesoría
Estrategia
Planeación
Monitoreo
¿Cómo gestionamos y construimos su futuro financiero?
- Gestión activa
- Investigación Fundamental Bottom-Up
- Enfoque a Largo Plazo
- Visión Única del Riesgo
- Disciplina y Paciencia
Seleccionamos y ajustamos activamente sus inversiones basándonos en nuestras previsiones de mercado y nuestra gestión de riesgos.
Utilizamos procesos de selección cuantitativos y cualitativos para sus inversiones. Cada uno de ellos
se somete a un riguroso análisis e investigación.
Nuestro objetivo es establecer relaciones sólidas con cada cliente. La atención personal, la confianza y la transparencia son los valores fundamentales de nuestra empresa.
Los mercados pueden ser intrínsecamente ineficientes. Mediante una cuidadosa selección de valores, nuestro objetivo es encontrar oportunidades de inversión con un perfil de riesgo-rentabilidad atractivo.
Somos pacientes y actuamos con rapidez. Cuando nuestros criterios de inversión son limitados, buscamos soluciones alternativas para nuestros clientes.
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.
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.
Nuestro banco asociado
Soluciones financieras independientes, con visión global
El Grupo Sardona está conformado por empresas independientes, establecidas en uno de los principales centros financieros del mundo. Esta estructura nos permite ofrecer soluciones financieras a medida, alineadas con cada situación específica, bajo una perspectiva global y con total independencia.
Ponte en contacto y comienza tu futuro financiero con nosotros.
No incluya en su mensaje ninguna información de identificación personal, como números de cuenta, números de la seguridad social, nombres de usuario o contraseñas. Este formulario es solo para consultas generales. Rellene todos los campos que aparecen a continuación, ya que son obligatorios.
