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CPS Wealth Management

Financial Planning & Wealth Management for the Global American

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Internationally Focused

Independent
Financial Solutions

United States  /  Switzerland 

CPS Wealth Management is an international, independent financial services company advising individuals, families and institutions in multiple countries. Our highly experienced team specializes in bespoke cross-border financial planning and wealth management. We carefully analyze your goals and requirements to create fully integrated and tailored financial solutions. 

Financial Planning and Understanding
for the American Expat


Who We Are


Our Background

CPS was founded in Geneva, Switzerland in 2011 at the request of family offices who were in search of an internationally focused wealth management solution as well as access to direct investment opportunities and alternative assets in multiple markets. CPS opened their U.S. office in 2015 to address the growing needs of international families seeking U.S. investments and custody. Since then, we have evolved into an international wealth management firm catering to global families including Americans expatriates, non-Americans with U.S. connections and clients who require an international perspective.


Our Globally Focused Approach

We provide customized, international wealth management and financial planning services in an open and transparent format. Our globally focused approach gives us the opportunity to design solutions tailored to the American at home and abroad and international families with connections to the U.S.

Our objective is to remain aligned with your goals while maintaining transparency – from our fee structures to the investments and solutions we recommend. We take a holistic approach to our clients' unique requirements for financial planning and wealth management.



Ann Marie Regal, CFP®  Photo

Ann Marie Regal, CFP®

Wealth Manager
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Ann Marie Regal, CFP®

Wealth manager


Ann Marie works with clients who have connections to America. She holds the US Certified Financial Planner (CFP®) designation and has been working in the financial services industry for over 19 years. She employs an integrated, consultative approach to assist her clients in all areas of financial planning including investment, tax, insurance, retirement, estate & cross-border planning. A unique area of specialization is pre-US immigration planning. Ann Marie is the only fee-based American CFP® professional licensed in both the US and Singapore.

In 2015 & 2016 Ann Marie won the prestigious PlanPlus Global Financial Planning Award for Asia. The award is given to planners from three regions worldwide- the Americas, Asia and Europe. Ann Marie submitted written financial plans that demonstrated outstanding cross-border financial advice which focused on her Client’s best interest.

Before moving to Singapore with her family in 2007, she worked in HNW Sales & Marketing at Legg Mason Investment Counsel, and its predecessors, a boutique wealth management company catering to the needs of affluent individuals, families, trusts and institutions. Prior to Legg Mason she worked in foreign exchange as an analyst at Goldman Sachs in New York.

Ann Marie holds a Bachelor Degree from Syracuse University, is a member of the Financial Planning Association, in America and Singapore, and the Association of Financial Advisors (Singapore). She is licensed to give financial advice by the MAS in Singapore and the SEC in America and is also a licensed life insurance producer in the U.S..

Ann Marie currently volunteers on finance and investment committees at non-profit organizations in Singapore. Previously she held many leadership positions within Friends of the Museums (FOM) Singapore and guided visitors through the National Museum of Singapore.

Jeremy Stobie, CPA, CFE Photo

Jeremy Stobie, CPA, CFE

Chief Executive Officer and Chief Compliance Officer
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Jeremy Stobie, CPA, CFE

CHIEF COMPLIANCE OFFICER


Jeremy has over 17 years experience in securities, real estate and private equity and is the Chief Executive Officer and Chief Compliance Officer of the Company. In this role at CPS, he is responsible for overseeing the management and operations of the business as well as its strategic direction. 

 Jeremy has served as Chief Financial Officer, Chief Executive Officer and managing partner for a myriad of domestic and international businesses over the last decade. Jeremy has extensive experience in investment management, M&A, private equity, real estate investment, SEC practice and reporting, venture capital, Mezzanine financing, forensic accounting and United States and global tax.

Guy Girod Photo

Guy Girod

Director
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Guy Girod

DIRECTOR


Guy is a prominent member of the Royal Institute of Chartered Surveyors (RICS) and has extensive experience in the acquisition/negotiation, construction, development and assessment of real estate internationally. From 2002 to 2010, he was Director of the Internal Administration Bureau for the International Labour Organization, Mr. Girod was in charge of the Geneva Headquarters (one of the largest office and meetings building in Europe) and 61 office building's worldwide. He has as well developed an expertise in both developed and developing markets, not only in real estate but as well in the Administration at large (finance, human resources, safety and security, logistics and IT).

From 1998 to 2002, Mr. Girod was a member of the management board for a Swiss leading real estate firm, CGI, where he was in charge of a sizeable real estate portfolio (figures confidential) for local and international clients. Properties were held in Switzerland and in several European countries; From 1989 to 1998, he was he was the Chief of the property transactions for the State of Geneva (between 35 to 80 CHF millions of acquisitions per year). Since 2002, has been an executive board member of the Swiss financial intermediary self-regulatory organization ARIF under the direct supervision of the Swiss Financial Market Supervisory Authority.

Mr. Girod worked for ten years (1979-1989) as a police inspector for the Fraud Squad in Geneva focusing international financial criminal cases, Mr. Girod graduated from the Geneva University with a degree in Public & Business Administration Management. He also holds various diplomas in management, property assessment, risk evaluation and prevention in money laundering, corruption and terrorism financing. He is also fluent in English.

John R. Fawn Photo

John R. Fawn

Director
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John R. Fawn, M.A, M.Sc., Ph.D.

DIRECTOR


Dr. Fawn is a member of the Company’s Board of Directors.

Dr. Fawn has extensive experience in developing companies internationally and is currently the chairman of Beijing Envada Electric Power Engineering Technology Company Ltd, is Managing Director of a knowledge management company called Rangemore Software Ltd and CEO of Heritage Shield Ltd dealing in electronic security systems. He has a PhD in technology management (Cranfield Institute of Technology, 1990), an MBA in business administration (London Business School, 1975) and an MA in engineering science (Corpus Christi College, University of Oxford, 1969). He was scientific director at EuroPACE (Paris) from 1989 to 1992 pioneering satellite transmitted post experience education. Fawn spent his early career at Rolls Royce as an aeronautical engineer and later as a senior technology planning advisor who helped devise and implement the company’s privatization strategy. He has published many scholarly technical papers.

Financial Planning Across Borders


What We Do


Cross-Border Financial Planning

We work with American expatriates and global families to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards. Life is not static, nor is a financial plan. Through ongoing discussions and reviews, we will help you navigate the challenges and opportunities that life brings; keeping you on track toward your financial goals .


Financial Planning Services 

  • Cross-Border Investment Management
  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Trust & Estate Planning
  • International Taxation & Tax Planning
  • Home & Investment Property Purchase Analysis
  • Gifting & Philanthropic Strategies

Our Approach to Fees

Our services are rendered through a transparent fee structure. There are no lock-in periods or hidden fees. We view our relationship with you as a partnership and want you to understand how we work with you and for you. We offer hourly, project and flat fee financial planning services in addition to traditional asset based management fees. You can find our fee schedule starting on page 3 of our ADV below in Resources.



Wealth Management with a Worldview

Our investment and wealth management strategy is focused on providing a globally diversified portfolio that caters to your unique needs at home or abroad. American expats face challenges that require special attention and a worldview approach to wealth accumulation and preservation. We construct portfolios using low-cost and tax efficient investment products.

Once your customized portfolio is established, we ensure that your investments continue to be in line with your financial plan. We constantly monitor the investment environment and rebalance your portfolio as necessary.

Wealth Management Services Include:

  • Wealth Preservation Strategies
  • Income Strategies
  • Portfolio Design
  • Asset Allocation
  • Multi-Generational Strategies


Wealth Preservation for Future Generations

As your wealth grows, your focus may change from wealth generation to wealth preservation for loved ones. As a Global American, CPS can provide tax-efficient solutions to help you achieve the proper balance of life, disability, or long-term care coverage to integrate with your estate plan. With proper planning you may preserve or create a legacy for generations to come.


Wealth Transfer Services 

  • Integrated Insurance & Estate Planning
  • International Insurance Planning
  • Reducing Taxes & Liabilities
  • Transitioning Businesses & Family Wealth
  • Preparing for Unexpected Death or Disability
  • Overseas Long-term Care Planning
     




Bespoke Planning for Immigration & Expatriation

Whether you are planning for a move to the U.S. or giving up your U.S. citizenship or Green Card, we can help to integrate your investment and planning needs and help you to avoid costly pitfalls. 

Determining where to relocate with your family is a complex process, and the choice to reside in a particular jurisdiction may pose hidden challenges and create an unnecessary financial burden. Along with our network of lawyers, accountants and relocation specialists, CPS is well positioned to analyze your unique situation and create a strategy that will set you on a course to achieve your personal, professional and financial goals.


Immigration & Expatriation Planning Includes:

  • Citizenship & Immigration Consulting
  • US Business Formation & Registration Assistance
  • International Trade Compliance
  • US Tax Compliance & Reporting
  • Cross-Border & Multi-Jurisdictional Tax Planning and Structuring
  • Philanthropic Planning
  • Trust & Estate Planning
  • Asset Protection Planning
  • Generational Wealth Planning


Providing Access to Unique Financial Products
and Investments Across the Globe


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Helping You to Navigate Your Finances 

While at Home and Abroad


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