# Agenda Invest

Agenda Invest is a Multi Family Office based in Lugano, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lugano, Switzerland
- **Region:** Europe
- **Address:** 3rd Floor, Via Motta 24, 6900 Lugano, Switzerland
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** agendainvest.com
- **LinkedIn:** https://www.linkedin.com/company/agenda-invest-ag/

## Regulatory record

- **Reports private funds:** No

## About

Agenda Invest was established in 2010 by Pierluigi Ciccone to provide dedicated wealth management to a limited group of entrepreneurs and their families. The firm expanded its service range over time while maintaining focus on implementation of family decisions and preservation of enterprise value. The firm manages asset allocation, investment advisory, and direct investments. It covers buyout and venture capital stages through fund commitments, co-investments, and SPVs. Activity centers on Europe with exposure to FinTech, Industrial Tech, and AgriTech & FoodTech. Services also include family governance, risk monitoring, and multi-bank reporting consolidation. Agenda Invest maintains a single office in Lugano and holds membership in the Swiss Association of Asset Managers. It is regulated by FINMA and affiliated with the self-regulatory body under Swiss anti-money laundering rules. No dated operational events from the last 24 months appear in available records. The firm functions as custodian and executor of family decisions rather than originator of strategy. This separation reduces conflicts when acting as sparring partner to the principal entrepreneur on investment and business matters.

## Sectors

- FinTech
- Industrial Tech
- AgriTech & FoodTech

## People

- Pierluigi Ciccone — Founder, Group CEO, and President of the Board
- Roger de Bellegarde de Saint Lary — Member of the Board

## Questions

### Who runs investment decisions at Agenda Invest?

Pierluigi Ciccone serves as Founder, Group CEO, and President of the Board. Roger de Bellegarde de Saint Lary sits on the Board with involvement in real estate, finance, and health investments.

### How does Agenda Invest source proprietary deal flow?

The firm leverages relationships from Pierluigi Ciccone's prior work at Duferco SA and partnerships such as Emergy Capital Markets Sàrl on the 4CoInvest platform.

### Is Agenda Invest structured as a single family office or does it operate more like a venture firm?

Agenda Invest operates as a multi-family office serving multiple entrepreneur families. It combines advisory, governance, and direct investment execution rather than functioning primarily as a venture manager.

### Does Agenda Invest participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments or SPVs alongside liquid market allocations and real estate holdings.

## Related profiles

- [AGBC](https://altss.com/profile/agbc)
- [AG Family Office](https://altss.com/profile/ag-family-office)

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Last updated: 2026-07-06T01:24:10.893Z

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