€50,000 inherited.
What's left is giving it meaning ?

Beyond the amount, I see it as the trace left by someone close to me. I don't want to spend it hastily, nor take needless risks.

I simply want to keep these savings accessible and let them grow while I figure out how to use them in a way that fits my values and my plans.

A man in quiet reflection, kneeling at a cemetery in memory of a loved one What matters, preserved Choose your broker freely.

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PEA 25K€ (France) +152 % /7 yrs 19.70 %/yr PEA 100K€ (France) +127 % /7 yrs 15.73 %/yr €50K (European Union) +190 % /7 yrs 24.5 %/yr CHF 50K (Switzerland) +123 % /7 yrs 16 %/yr $25K Sharia +166 % /7 yrs 21.6 %/yr

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

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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

Five turnkey portfolios

Diversified, low-cost, with notifications that invite you to act without ever forcing you to.

Our Portfolios Residence Target Portfolio Performance / 7 yrs Annualized
PEA 25K€ France €25,000 +152 % 19.70 %/yr Discover →·subscribe
PEA 100K€ France €100,000 +127 % 15.73 %/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.

Lower fees
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