Founded in 2010, Agenda AG aims to offer to a limited group of entrepreneurs and their families a fully dedicated and complete wealth management service
The founder and CEO, Pierluigi Cecconi, is also Senior Portfolio Manager for the RiverRock Liquid Premium UCITS Fund and the RiverRock Minibond Fund.
Pierluigi has many years of experience within the financial industry. He was previously with UBS, where he worked in the wealth management field for UHNW entrepreneurial families on all aspects of their business life. Specific focus was on significant transactions and corporate deals. He also worked for other banks as a specialist in structuring deals for large institutional clients.
Pierluigi is a fluent English, Russian, French and Italian speaker and a Certified Investment Analyst.