PURPOSE

Agenda’s purpose is to manage and oversee the management affairs of wealthy entrepreneurs and their families covering all areas such as tax, wealth transfer, investment management, governance, estate planning, risk management, compliance, communication and financial education.
Agenda’s experience spans globally across all investment strategies and our expertise is in anticipating the coming market cycle to provide the best investment solutions for sustainable capital growth. Our clients range from successful families through to global institutions.

OUR SERVICES

The ultimate purpose of Agenda’s activities is to preserve and grow the family enterprise and assets within four dimensions:

Asset management
& Investment Advisory

We take care of the financial legacy of the family where financial security and management of the wealth are maintained.

Family
Governance

We care about the family Legacy, with the main task of defining where the Family is coming from and where they are heading together.

Corporate Finance
& Direct Investments

We care and promote the business legacy where the wealth is originated and still invested in many cases.

Private Investment
Management

We care about the fact that investments made directly are conducted efficiently and profitably.

STORIES

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OUR PEOPLE

PIERLUIGI CICCONE
GROUP CHIEF EXECUTIVE OFFICER & PRESIDENT OF THE BOARD
PIERLUIGI CICCONE
GROUP CHIEF EXECUTIVE OFFICER & PRESIDENT OF THE BOARD
NICOLO BRANDOLINI D’ADDA
MEMBER OF THE BOARD
NICOLO BRANDOLINI D’ADDA
MEMBER OF THE BOARD
CHI LEE
ADVISORY MEMBER OF THE INVESTMENT COMMITTEE
CHI LEE
ADVISORY MEMBER OF THE INVESTMENT COMMITTEE
ROGER DE BELLEGARDE DE SAINT LARY
MEMBER OF THE BOARD
ROGER DE BELLEGARDE DE SAINT LARY
MEMBER OF THE BOARD
.
.

OFFICES

Lugano

CH

Agenda Invest AG
3rd Floor
Via Motta 24
6900 Lugano
Switzerland
T +41 (0)91 966 5641

Contact: info@agendainvest.com

Location

Lugano

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Agenda Invest AG è una società indipendente di Wealth Management, autorizzata e regolamentata dalla Swiss Financial Market Supervisory Authority (FINMA)

Agenda Invest AG is an independent Wealth Management company authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA)