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DirectoryFinance & InsuranceExternal Asset ManagementLuganoAGENDA INVEST AG
AGENDA INVEST AG Logo
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AGENDA INVEST AG

Summary

About the company

The core activity of Agenda Invest AG is wealth management and administration for family businesses and private assets. This includes services such as asset management, investment advisory, family governance, and the assumption of trusteeships and administrative tasks. The company acts as a family office and provides its clients with comprehensive care and advice in managing their assets.

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Offering

Products & services

Industry:External Asset Management
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Family Offices
✓ Offered5
Asset management & investment advisory
Discretionary portfolio management, portfolio advisory and execution-only services, strategic asset allocation, third-party manager selection, risk management and investment office outsourcing.
Corporate finance & direct investment
Mergers & acquisitions, debt financing, capital structure advisory, direct investment opportunities, joint ventures, club deals, business development and property investments.
Family governance
Tax and legal structuring, inheritance planning, relocation issues and administration concierge for wealthy entrepreneurs and their families.
Private investment management
Private housing, private jets, art, wine, other collectibles and property investments handled as part of private asset management.
Portfolio consolidation
iPad application that consolidates bank accounts in one place, provides single log-in access and shows overall exposure by asset class.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Via Giuseppe Motta 24
6900 Lugano
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.753.267
Founded
2010 · 16 years
Last commercial register change
April 22, 2025
Employees
11 to 20

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