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
OUR PEOPLE
OFFICES
London
UK
Agenda Invest Ltd
11 Pilgrim Street
EC4V 6RN London
United Kingdom
T +44 (0)20 3627 2579
Lugano
CH
Agenda Invest AG
3rd Floor
Via Motta 24
6900 Lugano
Switzerland
T +41 (0)91 966 5641
Contact: info@agendainvest.com



OUR NEWSLETTER
Agenda Invest AG è affiliata all’Associazione Svizzera di Gestori di Patrimoni (ASG) in qualità di socio attivo con adesione all’organismo di autodisciplina (OAD) ai sensi della Legge federale sul riciclaggio di denaro (LRD, SR 955.0). I soci attivi di ASG sono sottoposti al Codice deontologico svizzero riconosciuto dalla FINMA che gli conferisce lo statuto di investitore qualificato.
Agenda Invest AG is affiliated with the Swiss Association of Asset Managers (SAAM) as an active partner with membership of the self-regulatory body (SRO) under the Federal Anti-Money Laundering Act (AMLA, SR 955.0). The ASG active members are subjected to the Swiss Code recognized by FINMA which gives the qualified investor status.