Cabinet Devalte Sàrl

Cabinet Devalte Sàrl is a Swiss financial planning firm based in Gland, Switzerland, operating at Chemin des Avouillons 6, 1196 Gland. The company focuses on providing personalized financial and estate planning services to private individuals, institutions, and businesses. Its services include retirement planning, mortgage advisory, sustainable investments, and professional training in financial and insurance topics.

Based on publicly available information, the firm does not appear to be regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a financial institution. FINMA maintains a warning list of entities that may be conducting unauthorized financial services, but Cabinet Devalte Sàrl is not currently listed on that warning list as of the latest available data. However, the absence of a FINMA warning does not imply authorisation; clients should verify the regulatory status independently.

The firm provides a range of financial planning services, including estate planning, retirement analysis, mortgage and real estate financing advisory, and sustainable investment management. It also offers training courses for professionals in insurance and financial advisory, such as the AFA (Assurance Formation Assurance) intermediary exam preparation.

According to the website, each service is tailored to the client's individual situation, with a stated philosophy of 'Impact Investing' that considers environmental and social factors alongside financial returns. The firm also offers blog articles on topics like cohabitation and retirement capital vs. annuity decisions.

Cabinet Devalte Sàrl targets a broad clientele including private individuals, institutional investors, and businesses. Its services are designed for those seeking comprehensive financial planning, especially for retirement, home ownership, and wealth management. The training services are aimed at professionals in the insurance and financial advisory sectors.

The firm's marketing emphasizes personalized advice for each client's unique situation, indicating a focus on high-net-worth individuals and families, as well as small to medium-sized enterprises.

Cabinet Devalte Sàrl does not hold any known regulatory licences from financial authorities. In Switzerland, financial service providers are generally required to be registered with FINMA or a recognized self-regulatory organization if they offer certain services. The firm's status as a financial planning and advisory entity may not necessitate a FINMA licence, but clients should be aware that the absence of regulation means no official oversight of their activities.

Given the lack of regulatory oversight, FXCanary assigns an elevated scam risk score of 55/100 to this entity. This score reflects the absence of independent verification of the firm's practices and the potential risks associated with unregulated financial advisory services.

Cabinet Devalte Sàrl can be contacted via its official website devalte.ch, by phone at +41 21 721 40 40, or by mail at its Gland address. Business hours are Monday to Friday from 8:00 to 12:00 and 13:30 to 17:00. The website is available in French only.

As the firm is not a broker or trading platform, there are no trading platforms, account types, funding methods, or typical forex broker features available. Clients should expect a traditional advisory relationship with initial consultations and ongoing planning.