Our Story

Who could have imagined that a boy raised in a small village in the hinterland of Nice would become a wealth management advisor? I grew up surrounded by the dedication of my parents, caregivers who put their hearts into taking care of others. These values of mutual aid and service have deeply influenced my journey.

I still remember my first interview at a bank… a young man without a tie, full of enthusiasm who had already worked as a temp but was quickly disappointed by a system that prioritized performance over humanity.

I quickly realized that finance should not be a puzzle reserved for an elite, but a tool accessible to everyone to build their future.

This opened my eyes to a financial world often perceived as inaccessible and complex. I quickly understood that wealth management could be a powerful tool to improve people’s lives, but it needed to be made more human, more transparent, and above all more objective.

This is how Proximité Patrimoine was born. Our mission is to democratize wealth management and allow everyone, regardless of their social background, age, or stage of life, to build their future with peace of mind.

Being close to you whether you live in Cannes or Séranon.

Let’s revolutionize access to quality wealth management without compromise.

Our proposition is unique: INDEPENDENCE!

A relationship of trust: We build lasting relationships with our clients, based on listening, understanding, and transparency.

Tailored expertise: We offer personalized solutions, adapted to each profile and each objective.

Technology at the service of humanity: Our technology facilitates wealth management but does not replace human advice.

We work around three complementary axes:

• Wealth management that adapts to all profiles

• Personal financial services

• Training modules for individuals and professionals

Proximité Patrimoine: close to your interests!

Julien Parazines