Woon Shiu Lee

Managing Director, Head of Wealth Planning (Trust and Insurance)

Bank of Singapore

Profile:

Lee Woon Shiu is Managing Director, Head of Wealth Planning, Trust & Insurance at Bank of Singapore Limited.          

He is responsible for all marketing, client development and professional training aspects of trust and estate planning services in Asia Pacific, with particular emphasis on China, Taiwan, Hong Kong & South East Asia.

Advising several high net-worth families in Singapore in planning and structuring of onshore and offshore trust structures to conform with trust and estate duty legislation in Singapore, Lee also assisted in drafting trust deeds and declarations of trust for such families and in researching on the estate duty tax implications of holding assets in their personal names in Singapore, Hong Kong, Indonesia, Thailand, Philippines and Malaysia.   

Lee also spearheaded and executed projects and training programs for training of new private bankers and client service officers/associates in the Asia Pacific offices with regard to sales strategy and trust administration.

Lee graduated with a Bachelor of Laws (Honours) 2nd Upper Division from the National University of Singapore.

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Wealth Solutions & Wealth Planning

Embracing a transparent and complex world Lee Woon Shiu, Managing Director and head of Wealth Planning (Trust and Insurance), Bank of Singapore, discusses how wealth solutions is becoming a more important part of the wealth management mix..

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