For over two decades, real estate has been the engine of my wealth. Low rates gave me great opportunities and my assets grew considerably. But over time, one truth became clear: owning properties also means managing them.
Today, I want to keep the benefits of that wealth while getting back time and flexibility, through investments that are more liquid and more diversified.
Liquid investment
Choose your broker freely.
Rebalance or withdraw your assets without waiting to find a buyer or negotiate a price.
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 strategies available based on your country of residence.
Our reference strategies
Diversified, liquid and low-cost : managed directly by you, with the financial intermediary of your choice, with no property management and no HOA.
| 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 |
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.