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
3rd Floor
15 Wrights Lane
W8 5SL London
United Kingdom
T +44 (0)20 3627 2579

Lugano

CH


Agenda Invest AG
10th Floor
Riva Paradiso 2
6900 Lugano
Switzerland
T +41 (0)91 966 5641

Geneva

CH


Agenda Invest AG
2nd Floor
20 rue du Marché
1204 Geneva
Switzerland
T +41 (0)22 510 7110

Contact: info@agendainvest.com