About Us

Amy has over 20 years of experience working in wealth management and wealth planning, servicing High Net-Worth clients and families with their family succession, tax planning and cross-border asset protection matters from Greater China and ASEAN regions. She has worked with Barclays Wealth London, Pictet & Cie London, CICC HK, UBS HK, and Vistra Singapore and current with Hawksburn Group, a Multi-Family Office based in Singapore.

Amy has thorough understandings of different wealth planning tools including Trust, Insurance (UL, VUL, PPLI), Family Governance, Wills, Shareholder Agreement and fluent with the application of these tools in accordance to different tax background and family circumstances. She is also familiar with many trust jurisdictions including HK, Singapore, BVI, Jersey, Guernsey, Labuan and Bahamas as well as Singapore and HK Family Office set up and Singapore and HK Charitable Trust and Foundations.

While Amy advises her client on wealth planning and investment management, She is also passionate about ESG and Impact Investment in the past year, bridging capital to make the world a better place.

Amy holds a master’s degree in law (LLM). She is a full member ‘TEP’ of the Society of Estate and Trust Practitioners (STEP) and an AEPP® Designee. She also holds IMC (Investment Management Certificate) from the CFA Society from the UK. Amy speaks English, Mandarin and Cantonese.

Chiwi was called to the Bar of England & Wales as Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. In 2004, he was appointed as Chief Executive of British & Malayan Trustees Limited. He joined Rockwills Singapore in 2008 as Chief Executive and in 2020 helmed the business under the new brand “PreceptsGroup International”.

Widely recognised for his expertise in the Trusts industry, Mr Lee Chiwi is a TEP member of the Society of Trust and Estate Practitioners and served as Chairman of the Singapore STEP Branch in 2014/15. In 2015, he was also designated ChT (Chartered Trustee) by the Singapore Trustees Association, a title borne only by senior trust practitioners in Singapore.

Chiwi held position as member of the Law Society’s Probate Practice and Succession Planning Committee, and as adjunct lecturer at the Singapore Management University’s Masters’ program in Wealth Management, (Estate Planning and Tax). He has regularly been invited to speak at various seminars, including those organised by the IRAS and the IBF. He is the author of various books including the “The Preceptsgroup Guide to Succession and Trusts in Wealth Management ”, 4th edition 2021 and the “Drafting trusts and will trusts in Singapore: a modern approach  James Kessler QC and Chiwi Lee”.