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.

Agenda Invest AG

Family office

Lugano · 4 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.

Invests inSector AgnosticGlobal Lugano

Source: firm website, verified Aug 3, 2026.

Lugano, CH

Instruments

Equity · Debt

Founded

2010

Team · 4 people

from the firm's website

Pierluigi Ciccone· Group Chief Executive Officer & President of the Board· Lugano Metropolitan Areain

Pierluigi Ciccone has extensive experience in the financial industry, previously working at UBS in wealth management for ultra-high-net-worth entrepreneurial families, with a focus on liquidity events and corporate deals. He also structured deals for large institutional clients at other banks. Before beginning his banking career in 2001, he held senior roles at global steel trading firms including Duferco SA and Sidermetal Ltd, and from 1998 to 2001 managed a commercial team in Duferco SA's Moscow office. He is a Certified Investment Analyst and speaks English, Russian, French and Italian.

Chi Lee· Advisory Member to the Investment Committee· London, England, United Kingdomin

Chi Lee is an Advisory Member to the Investment Committee of Agenda Invest. He previously served as Head of Investment Risk and Portfolio Manager at GAM, where he managed US$1bn in institutional mandates and built out alternative premia strategies until 2014, after earlier roles structuring credit derivatives at Morgan Stanley and leading quantitative research at a fund now part of LGT Capital. He holds a BA in Computer Science from Cambridge University and an MBA in Finance from the Wharton School, and is a certified FRM.

Nicolo Brandolini d'Adda· Member of the Board

Roger de Bellegarde de Saint Lary· Member of the Board· Chambésy, Geneva, Switzerlandin

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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