Webinar: The evolving landscape of the wealth management industry and digitalization will be held on 1st Sep.

2021.08.03 (Tue)

JIAM webinar:  the evolving landscape of the wealth management industry and digitalization



Date and time:  1st Sep 4:00pm-5:30pm

Delivery format:  Zoom 

Language: Japanese and English (no simultaneous interpretation)



  1. Development in the global wealth management industry. (In English)   Seo Young Lee, Partner, Oliver Wyman
  2. The importance of engaging the mass affluent in Japan and how IFAs can help. (In Japanese)   keiichi Ohara, CEO of Japan Asset Management Platform (JAMP)
  3. How the latest digital technology can change the interaction between WM and clients ~ AI and hyper-personalisation. (In Japanese)    Naoyuki Honda, Japan Tier 1 sales Head, InvestCloud
  4. Panel discussion 
  5. Closing


Please registration from here :



Seo Young Lee

Partner, Head of North Asia (Representative Director, Oliver Wyman Group K.K.)
Head of Corporate & Institutional Banking, Asia-Pacific Region

Seo Young Lee is a Partner based in Tokyo and serves the dual role as Head of Oliver Wyman’s North Asia region and as Head of Corporate & Institutional Banking industry practice in Asia-Pacific. Seo is a member of the firm’s Asia-Pacific Leadership Team and Global Leadership Council. During his career at Oliver Wyman, Seo played senior roles in several offices including Tokyo, Seoul, Hong Kong and Singapore.

Primary focus of Seo’s client work includes supporting global financial institutions on the topics of Growth, Globalization, Financial Resource Optimization, Mergers and Acquisitions and Risk/Capital Management. Seo has over 25 years of experience in consulting and financial services across Asia, North America and Europe.

Seo has been featured in leading media including Financial Times, The Banker and Reuters, and has spoken at various conferences including World Knowledge Forum, Nikkei Retail Conference and The Economist Intelligence Unit Conference.


Keiichi Ohara

CEO, Japan Asset Management Platform (JAMP)

03 年3月東京大学法学部卒業。10 年7月ロンドンビジネススクール金融学修士課程修了。野村資本市場研究所を経て、04年7月から15年3月まで興銀第一ライフ・アセットマネジメント(現アセットマネジメントOne)の東京・ロンドンオフィスで主に事業・商品開発業務に従事。15年8月にマネックス・セゾン・バンガード投資顧問を創業し、17年9月まで同社代表取締役社長。2018年5月に日本資産運用基盤株式会社(現JAMPフィナンシャルソリューションズ株式会社)を創業。


Naoyuki Honda

Japan Tier 1 sales Head, InvestCloud





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