Agenda Invest
Also known as Agenda Invest AG
Lugano family office (Agenda Invest AG) for entrepreneurs and their families, covering tax, wealth transfer, governance, estate planning and investments.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Lugano, Switzerland
- FOUNDED
- 2010
Investment approach
- ROUTES
- Companies (own capital)
Overview
Agenda Invest AG is a Lugano-based company that calls itself the family office for entrepreneurs. Its website says it oversees the affairs of wealthy entrepreneurs and their families, covering tax, wealth transfer, governance, estate planning, risk management, compliance and financial education, with investment experience across asset classes. It is registered in canton Ticino with an active UID entry; a Geneva branch is listed as inactive.
People
- Pierluigi CicconeFounder, Group CEO, and President of the Board · source
- Roger de Bellegarde de Saint LaryMember of the Board · source
Frequently asked questions
Agenda Invest is a multi family office based in Lugano, Switzerland, founded in 2010.
Agenda Invest invests its own capital into companies.
Agenda Invest invests in Fintech, Industrial & Manufacturing and Food & Agriculture.
Key people at Agenda Invest include Pierluigi Ciccone (Founder, Group CEO, and President of the Board) and Roger de Bellegarde de Saint Lary (Member of the Board).