Fundraising Fox
Agenda Invest AG
Family officeLugano · 2 people tracked
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Investment thesis
Agenda Invest AG serves wealthy entrepreneurs, families and global institutions, aiming to preserve and grow family enterprises and assets. Its work spans four dimensions: asset management and investment advisory, family governance, corporate finance and direct investments, and private investment management. The firm draws on global experience across investment strategies, emphasizing anticipation of market cycles to deliver sustainable capital growth while safeguarding a family's financial, business and personal legacy.
Source: firm website, verified Aug 3, 2026.
Team · 2 people
from the firm's website
Roger de Bellegarde de Saint Lary holds a BA in Economics from Tufts University and an MBA from I.E.S.E. in Barcelona. He spent 15 years at Citi Private Bank across London, Madrid and Geneva, covering the Spanish, Portuguese and LATAM markets, and earlier ran a family office in Central America and worked at Andersen Consulting's Strategic Services department. He invests and works as an entrepreneur across real estate, finance and health, sitting on several company boards.
Frequently asked questions
- What sectors does Agenda Invest AG focus on?
- Agenda Invest AG focuses on Sector Agnostic.
- Where is Agenda Invest AG located?
- Agenda Invest AG is headquartered in Lugano, CH.
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