The Insurance Policy Advisory encompasses comprehensive services including industrial policy and guideline advisory, risk and control assessments, enterprise risk management (ERM) consulting and implementation, as well as thorough policy assessments to ensure robust and effective insurance strategies.
The Education Academy offers comprehensive executive training and digital online training programs, covering essential subjects such as Enterprise Risk Management (ERM), Risk-Based Capital (RBC2), IFRS17, IT/Data Management Guidelines, and actuarial software, among others.
Technical Actuarial Services encompasses a comprehensive suite of solutions, including actuarial model optimization, solution implementation of IFRS17, Asset-Liability Management (ALM), Risk-Based Capital (RBC) strategies, and the development of business plans and Own Risk and Solvency Assessment (ORSA) systems. Additionally, we focus on assumption management system implementation and provide expert technical actuarial advisory services to enhance decision-making and ensure regulatory compliance.
Technical Accounting Services encompass the establishment of accounting policies, the development of a comprehensive accounting reporting framework, and the design and validation of reporting systems and platforms to ensure accurate and efficient financial reporting.
Actuarial System Governance encompasses a comprehensive framework that integrates monitoring and control mechanisms, performance assessment, and optimization strategies, alongside the implementation and advisory services. This holistic approach ensures that actuarial systems operate efficiently and effectively, aligning with organizational goals while maintaining robust oversight.
System Technology encompasses actuarial system design, technology architecture, system and data optimization, and transformation services, all aimed at enhancing operational efficiency and delivering innovative solutions that meet evolving business needs.
Managing Director
Yongki Lee leads the company with a vision for growth, making pivotal executive decisions that drive our success. With over 30 years of international experience in life insurance, general insurance, profit centers and actuarial consulting across Asia, he is instrumental innovative in shaping and executing our business strategies. His extensive expertise in product actuarial innovative, IFRS regulations and implementation across the APAC markets further strengthens our position in the industry.
Senior Technical Actuarial Partner
As a Senior Technical Actuarial Partner, Tom Helm brings over 25 years of international actuarial expertise in system architecture, modeling, and financial solutions for major life insurers and consultants at Deloitte UK. He oversees the implementation of advanced actuarial methodologies and collaborates with cross-functional teams to enhance technical capabilities, especially ALM maximization and IFRS17 implementation including global life/reinsurers. A Fellow of the Institute of Actuaries and a Master in Mathematics from the University of Cambridge, Tom is dedicated to driving innovation in the actuarial field.
ERM Specialist, Senior Actuarial Risk Leader
With over 30 years of international experience in the insurance industry, Norman drives robust risk assessment methodologies while collaborating closely with the team to enhance risk governance. His extensive background includes senior roles such as Chief Actuary (HK), Chief Risk Officer, Fraud Control Officer, and Head of Financial Risk, CFO. He is a Fellow of the Society of Actuaries (FSA) and the Life Management Institute (FLMI).
Business Partner and Strategic Advisor
Peter is a highly experienced business development and delivery executive with 20 years in the insurance sector. He maintains an extensive business network throughout Asia. Previously, Peter was COO at Sungard Insurance Solutions Asia (among other solutions, Prophet) in Asia Pacific and COO at Shift Technology APAC (fraud detection solution). He is now Head of Legerity APAC (IFRS17 solution), CEO at APAC InsurTech, a Senior Advisor to Roland Berger (Insurance APAC) and an advisor to the Tokyo Metropolitan Government for FinTech solutions.
Chief Project Officer, Technical Solution Director
With over 20 years of professional experience, Myungjoo brings a wealth of technical expertise to the team, ensuring the successful implementation of complex solutions. A qualified PM expert in IFRS17, ICS/RBC, and ALM, Myungjoo also has extensive experience in regulatory system implementation and Big 4 IFRS17/ICS IT audits.
Regional Operation Director, Reinsurance Specialist
With over 25 years of experience in Life & Health reinsurance, Hoyoung expertly manages marketing and operational functions to ensure effective coordination and alignment. He specializes in client relationship management and marketing strategy, and is a Fellow of the American Life Underwriting (FALU) and the Life Management Institute (FLMI).
Project Management Officer
Extensive experience in providing audit and assurance services, comprehensive accounting system and professional project manager with over 30 years of experience in Asia, leading audit engagements, providing expert advice on regulatory compliance and financial reporting. Philip was a member of the Deloitte, and risk management initiatives, collaborating with cross-functional teams to implement effective risk mitigation strategies in AIA.
Actuarial Technician, New Solution Supporter
Yoojin is an Actuarial Technical Intern, playing a crucial role in assisting the team with data analysis and model development. She brings technical expertise and analytical skills to support the preparation of actuarial reports and financial projections.
We are dedicated to provide exceptional services tailored to your needs. With a commitment to quality and customer satisfaction, our team of experts is here to assist you every step of the way. Any inquiries about our offerings or need support, reach out via the contact numbers or email provided.