Bill is a qualified lawyer in several jurisdictions (Ontario (Canada), England & Wales, Hong Kong and New Zealand) and has over 30 years’ experience in trusts and tax work.
Bill worked as a tax partner in PwC before moving to private banking in 2001, working in wealth structuring for both Citibank and UBS. Bill retired from private banking at the end of 2010 and since then has worked as a consultant. His work covers advising individuals and families in relation to the ownership of, and succession to, their wealth, acting as a director of trust companies and protector companies, and personally acting as a protector.
Bill is a long-standing member of STEP and was Chairman of the Singapore Chapter for eight years. Bill is a tutor for the STEP Certificate in International Trust Management and several STEP Advanced Certificates.