Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Europe
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Agenda Invest AG, established in 2010 and based in Lugano, Switzerland, is an independent wealth management and institutional asset management firm serving wealthy entrepreneurs and families globally. It offers broad investment strategies including private equity, direct company investments, and property investments, focusing on sustainable capital growth and market cycle anticipation.
Unlock mandates & allocation signals
See Agenda Invest's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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