My savings let me become the owner of my first apartment.
Once I reached that milestone, a new question started to take shape : how could I give my savings a new role, funding my projects, preparing for retirement, and gaining financial freedom?
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Why Privanext
Like many new homeowners, the question becomes : what to do with the rest of your savings? Here's the answer, in three steps.
Based on your country of residence, we point you to the most suitable portfolio : PEA, European Union, Switzerland, or Sharia-compliant.
Every week, receive the recommended actions for your strategy, so you can adjust your course and reach your goals.
Diversify your investments to combine performance, liquidity and access to your savings, without changing financial institution.
A conversation, not a sales pitch
Book a personalized discovery call with our team.
A member of the Privanext team reviews your situation and answers your questions about the aggregator and the strategies available based on your country of residence.
Our reference strategies
Four turnkey portfolios, built on benchmark ETFs that are diversified and low-cost.
| Our Portfolios | Residence | Target Portfolio | Performance / 7 yrs | Annualized | |
|---|---|---|---|---|---|
| PEA 25K€ | France | €25,000 | +152 % | 19.7 %/yr | Discover →·subscribe |
| €50K | European Union | €50,000 | +190 % | 24.5 %/yr | Discover →·subscribe |
| CHF 50K | Switzerland | CHF 50,000 | +123 % | 16 %/yr | Discover →·subscribe |
| $25K Sharia | Sharia-compliant | $25,000 | +166 % | 21.6 %/yr | Discover →·subscribe |
Funds stay with your broker or bank : Privanext never holds them and never manages them on your behalf.
Purchases only happen when you decide : no order is ever placed automatically on your behalf.
*Past performance is not indicative of future results. Figures cover a 7-year period starting in 2019, excluding brokerage fees and taxes, for illustrative purposes only.
Cumulative bank fees eat up, on average, nearly 30 % of a portfolio's final return.
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