Geneva · Switzerland · Since 2012

Investing with clarity.

Independent wealth management from Geneva — discretionary and advisory mandates, private markets access and structured solutions, for private clients, entrepreneurs and family offices worldwide.

FINMA regulated · KAG/GEF-0067 · Est. 2012

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An independent wealth manager built for the demands of international private wealth.

Agora Capital is a FINMA-regulated portfolio manager based in Geneva. We provide discretionary and advisory wealth management services to private clients, entrepreneurs, family offices and institutional investors across multiple jurisdictions.

Our independence is structural, not incidental. We hold no proprietary products, receive no third-party distribution fees, and operate without the conflicts of interest that characterise larger institutional platforms. Every recommendation we make is shaped entirely by the objectives of our clients.

We are independently owned, free from the conflicts of institutional distribution, and focused entirely on client outcomes.

We are not measured by the fees we generate. We are measured by the confidence our clients place in us over time — and by our ability to protect and grow what matters most to them, quietly, consistently, and without conflict of interest.

Independence

No proprietary products. No distribution conflicts. Advice shaped entirely by client objectives.

Institutional expertise

A team with senior experience across private banking, capital markets, asset management and multi-family offices in London, Geneva and Zurich.

Global reach

Regulatory relationships and professional networks spanning multiple jurisdictions, supported by a network of global custody bank partners.

In-house legal counsel

Unlike many wealth managers, Agora maintains permanent legal counsel. Accurate, timely advice on compliance, onboarding and regulation — always available.

A complete suite of wealth management solutions.

Agora Capital offers a comprehensive range of investment and structuring services, designed to meet the full spectrum of private wealth requirements across multiple jurisdictions.

Discretionary Mandates

Portfolio management in USD, EUR and GBP across three risk profiles. Full investment authority delegated to Agora Capital, with regular reporting.

Core service

Advisory Mandates

For clients who wish to remain closely involved in investment decisions across all asset classes.

Core service

Private Markets Access

Curated access to private equity, private debt, venture capital and real assets, intermediated through Agora's institutional network.

Private markets

AMC Structuring

Actively Managed Certificates structured and issued through regulated vehicles, enabling bespoke investment strategies in a listed format.

Structured solutions

UCITS Fund Creation

Establishment and management of UCITS-compliant investment funds for institutional and private investors seeking regulated collective vehicles.

Fund solutions

Wealth Structuring

Advisory on holding structures, trust and foundation arrangements, cross-border ownership and estate planning considerations.

Structuring

Custody Solutions

Assets held with one or more preferred custodians from Agora's network of leading Swiss and international banks.

Operations

Reporting & Consolidated Accounts

Consolidated portfolio reporting across multiple custodians, asset classes and currencies.

Operations

M&A Deal Structuring

Advisory support on the financial structuring of transactions, with access to Agora's international network of corporate finance specialists.

Corporate advisory

Built for internationally mobile wealth.

Agora Capital's team has deep experience managing wealth across multiple regulatory environments. We understand the complexity of cross-border ownership, tax residency transitions, and multi-jurisdiction reporting — and we build solutions that reflect that complexity.

Switzerland
Local residents & international domiciliaries
United Kingdom
Agora Securities Ltd · GBP discretionary & advisory
European Union
Cross-border mandates, UCITS structures
Italy
Agora Investments SGR SpA
Latin America
Private client and private markets service packages
Asia Pacific
Client relationships across APAC
Luxembourg
UCITS, AMC, securitisation vehicles
Middle East
Gulf and Levant client relationships

A global network of institutional relationships.

Agora Capital's reach extends beyond Geneva through a network of regulated entities, institutional partners and professional relationships built over decades.

Switzerland

Agora Capital SA

FINMA-regulated portfolio manager. Geneva-based with a global client base and multi-currency mandate capability.

Italy

Agora Investments SGR SpA

Italian regulated asset management company (SGR), providing fund management and discretionary portfolio services.

United Kingdom

UK Network & Partnerships

Established relationships with UK-based intermediaries, family offices and institutional partners, extending Agora's reach into the British private wealth market.

Latin America

Latin America

Deep expertise in the wealth management needs of Latin American private clients, covering bonds, equities and private assets.

Luxembourg

Fund Structures

Access to Luxembourg-domiciled UCITS and alternative investment fund structures through established fund administration partnerships.

Global

Institutional Partnerships

A network of custodians, prime brokers, fund administrators, legal counsel and specialist advisers across major financial centres.

Custody bank partners — assets booked across leading institutions in Switzerland and internationally
JP Morgan Vontobel UBS EFG Credinvest Cornèr Banca Swissquote

Clients select one or more preferred custodians. Agora Capital manages across all relationships independently and without conflict.

Institutional access to private markets.

Private markets have historically delivered superior risk-adjusted returns relative to public markets, yet access has traditionally been restricted to the largest institutional investors. Agora Capital bridges this gap.

Through Wadh Retayli's decade-long network of relationships with GPs, LPs, direct investors and venture capital managers across Europe and the United States, Agora Capital provides qualified investors with curated access to private equity secondary transactions, co-investments, direct placements and private debt opportunities that are not available through conventional wealth management channels.

Our private markets capability is intermediation-led: we act as a broker-dealer in the secondary market, connecting buyers and sellers of private market instruments and facilitating transactions with institutional precision and discretion.

Private Markets Enquiry
Wadh Retayli Private Markets
10+ Years of private markets network
EU + US Primary coverage geographies

A team built from institutional experience.

The Agora Capital team brings together professionals with senior careers across private banking, asset management, law, compliance and technology.

Vincenzo Piantedosi
Chairman · Founding Partner

Over 40 years of international banking experience, including 33 years at BSI SA as a member of the Executive Committee overseeing global banking subsidiaries.

Sofia Saracho de Oyarzabal
CEO · Founding Partner

Over 25 years in financial services across banks, wealth managers and financial institutions in multiple jurisdictions, including Santander Private Banking International.

Nicholas Hodson, CFA
CIO · Senior Relationship Manager

CFA charterholder with over 25 years across Mercury Asset Management, Merrill Lynch, Lloyds Private Banking and Credit Suisse. Award-winning technical analyst.

Wadh Retayli
Private Markets

Heads Private Equity intermediation at Agora Capital, acting as broker-dealer in the private equity secondary market with an extensive network of GPs, LPs and direct investors.

Marco Barone
Senior Relationship Manager

Former Executive Director at UBS AG Global Wealth Management International, with responsibility for multi-billion assets under management across UHNW and institutional clients.

Nicolas Varela
Asset Manager

Asset Manager covering both public and private markets, with a particular focus on Latin American client portfolios, secondary private equity and alternative assets.

Paulina Peier
Business Manager

Over 20 years of experience spanning client services, operations, financial planning and accounting. Previously CFO of Plannam and Office Manager at a Geneva family office.

Yannick Ndoumbe-Priso
Technology & Infrastructure

Over 15 years leading IT infrastructure, trading platforms and telecommunications across Agora Capital, Britannia, BGC Partners and BNP Paribas CIB.

Sébastien Moret
Head of Legal & Compliance · Manager

Swiss-qualified lawyer admitted to the Geneva Bar in 2002, with over 25 years across law firms, asset managers and fintech companies in Geneva, London and Los Angeles.

Market intelligence from the Agora team.

Agora Capital publishes thematic research and market commentary for clients and professional counterparties.

Tax & Regulatory — Swiss Real Estate

Swiss Residential Property Taxation: The 2029 Reform and Its Implications for Owners

Switzerland will abolish the imputed rental value (Eigenmietwert) on 1 January 2029. This note explains what changes, what the transition window means for renovation timing, and what action owners should consider before the deadline.

Q2 2026
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Private Markets

Secondary Private Equity: Accessing Institutional Returns in a Liquidity-Constrained Environment

The secondary private equity market has matured significantly. We examine how qualified investors can access private equity at a discount through secondary transactions.

Q1 2026
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Cross-border

Multi-Jurisdiction Wealth: Five Structural Considerations for International Families

International families face overlapping regulatory, tax and estate planning obligations. We outline five structural considerations that recur most frequently in cross-border mandates.

Q4 2025
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Contact us

We welcome introductions from prospective clients, intermediaries and institutional counterparties. Complete the form and a member of the team will respond within one business day.

All enquiries are treated with complete discretion.

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FINMA Regulated · Portfolio Manager · KAG/GEF-0067
Email
info@agora-capital.com
Telephone

+41 (0)22 310 00 79

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