My mother, her wealth & her banker.Mostly fees !

My mother's portfolio looked diversified across stocks, bonds and funds. In reality, the real diversification was mostly in the fees charged at every step.

Markets are uncertain. Bank fees, on the other hand, are a certainty. The investor takes the risk, the bank collects its commissions.

A client meeting with her banker, documents and financial charts spread across the table Hidden fees detected Choose your broker freely.

Take advantage of our newsletters to spot the fees weighing on your savings.

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Why Privanext?

A simple solution

To define your goals, optimize your wealth and invest independently.

1

Define clear goals

Thanks to its free wealth aggregator, Privanext helps you identify your life projects (retirement, a property down payment, financial freedom, etc.) and anticipate your future needs.

2

Optimize your wealth

Enjoy diversified portfolios built with benchmark products selected for their quality and low fees, to maximize long-term return potential.

3

Invest independently

Stay in control of your savings while benefiting from educational content and investment alerts to make informed decisions.

A conversation, not a sales pitch

Let's talk about your project

Book a personalized discovery call with our team.

20 minutes, at your own pace

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.

  • A quick review of your financial situation
  • Concrete answers to your questions
  • Zero sales pressure, zero commitment
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Our reference strategies

The strategy best suited to your country of residence

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
Your money stays with you

Funds stay with your broker or bank : Privanext never holds them and never manages them on your behalf.

At your own pace

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 performance over 5 years

Bank-managed securities+56 %
MSCI World ETF+70 %

Cumulative fees over 5 years

Bank-managed securities14 %
MSCI World ETF2 %

Cumulative bank fees eat up, on average, nearly 30 % of a portfolio's final return.

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20 minutes with our team to answer your questions.

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