Swiss resident
Swiss resident
Designed for individuals with second- or third-pillar pension assets, this portfolio enables them to manage their retirement savings through a personalized investment strategy.
Finpension and VIAC are among the institutions supported by Privanext's algorithms for managing assets invested in 2nd and 3rd pillar pension accounts.
Your pension assets remain securely held by your pension institution at all times. Privanext simply helps you make informed allocation decisions.
This strategy relies on the building blocks typically available within these pension accounts, replicating the performance of major asset classes while keeping fees as low as possible:
The investor must hold a 2nd or 3rd pillar pension account offering a personalized investment strategy.
When market conditions warrant it, Privanext algorithms generate a reallocation alert, which is sent on Saturday.
The investor then updates their strategy directly on their pension provider’s platform on Monday.
Transactions are generally executed from Tuesday onwards by Finpension and VIAC.
Supported pension providers
