Looking into how my pension fund works, I realized something that hit me hard : if I were to pass away too soon, a large part of my pension would stay with the fund, and never come back to my family.
Before committing my 2nd and 3rd pillar assets, I first want to get familiar with a portfolio at my own pace, to understand how it works.
Get familiar with a Swiss portfolio at your own pace, before committing your pension assets.
Why Privanext?
To define your goals, optimize your wealth and invest independently.
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.
Enjoy diversified portfolios built with benchmark products selected for their quality and low fees, to maximize long-term return potential.
Stay in control of your savings while benefiting from educational content and investment alerts to make informed decisions.
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 portfolio dedicated to the Swiss market.
Our reference strategy
A turnkey portfolio, tracked for several years, to get familiar with managing your assets at low cost, before committing fully.
| Our Portfolio | Residence | Target Portfolio | Performance / 7 yrs | Annualized | |
|---|---|---|---|---|---|
| CHF 50K | Switzerland | CHF 50,000 | +123 % | 16 %/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.
Lower feesMore transparency
Your choice
See your entire wealth in minutes, no commitment.
20 minutes with our team to answer your questions.