Institutional Finance & Private Banking

PORTFOLIO

16 Projects — shipped products, institutional concepts, and independent platforms. Each documented with context, technical decisions, and measurable outcomes.
5+ years · 40+ regulated markets · ASIC · FCA · FINRA · ESMA · MAS

Case Study & Product Archive

Delivered products, design systems, and independent platforms — each documented with context, technical decisions, and measurable outcomes.

01
Deep Case Study FinTech Platform

ACY Securities Ecosystem

Complete rebrand and digital transformation of ASIC-regulated brokerage. Led UX, compliance systems, and multi-country rollout.

Business Outcomes
150+ compliance components built • Design system unified 5 product lines8+ regulatory updates absorbed without structural rework
View Full Case Study →
✓ Shipped · Live ACY Securities Ecosystem
02
Deep Case Study UHNW Client Experience

Christie's — UHNW Digital Platform

Designed a relationship-first digital platform for ultra-high-net-worth ($50M+) real estate clients. Translated 250 years of brand authority into a digital editorial experience — where digital tools enhance broker relationships, not replace them.

Business Outcomes
60% query-latency reduction • Full-stack WordPress engineering for UHNW audience • Print-to-digital luxury brand translation, zero brand compromise
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✓ Shipped · Live Christie's — UHNW Client Platform
03
Institutional B2B FIX Protocol · Prime Broker

ACY Connect — Institutional FIX API

Designed the documentation system and credential infrastructure for ACY's institutional FIX 4.4 API — the B2B layer serving prime brokers and liquidity providers. A 7-page information architecture governing how 5 user types experience the integration journey, from PM/BD to Market Data Engineer.

Business Outcomes
12+ institutional clients integrated via FIX 4.4 • 5-user taxonomy — PM/BD through Market Data Eng • Protocol knowledge base for TradeX terminal design
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✓ Shipped · B2B Institutional ACY Connect — Institutional FIX API Platform
04
Private Banking Research UHNW · B2B2C · Wealth Management

Xanthos Private Bank

Design concept for a private banking digital platform — five interconnected flows for UHNW clients ($28M+ net worth) and their relationship managers. Portfolio dashboard, RM briefing intelligence, investment proposal acceptance, life event planning, and 5-step UHNW onboarding. B2B2C architecture where the RM is the primary tool user.

Design Approach
5 flows · 11 screens · FINRA/SEC/AML-informed design • B2B2C architecture — client experiences bank through RM • UHNW 55+ accessibility — WCAG 2.1 AA throughout
◆ Concept Design Xanthos Private Bank — UHNW Wealth Management Platform
05
Institutional Research Hedge Fund · FIX-Derived Design

TradeX — Institutional Hedge Fund Dashboard

Institutional risk dashboard design based on primary research with portfolio managers. Causal intelligence overlays, liquidity stress visualization, real-time alpha attribution, and GenAI scenario stress testing. Designing the institutional dashboard that Bloomberg Terminal structurally cannot build.

Design Approach
Primary research with portfolio managers ($100M–$50B AUM) • Interaction rules derived from FIX 4.4 production work at ACY Connect • SEC/FINRA-compliant execution workflow design
◆ Concept Design TradeX Institutional Hedge Fund Dashboard
06
Institutional Compliance Research AML · Financial Crimes · Cross-Asset

Argos — Cross-Asset Financial Crimes Platform

Research-based design concept for a cross-asset AML/CFT compliance platform — alert triage, investigator workspace, SAR filing, real estate compliance, and securities surveillance. Built from 4 years of regulatory component design at ACY Securities, translated into a dedicated financial crimes context.

Design Approach
40+ screens · 4 workflows · 4 user roles — L1/L2 Analyst, Investigator, Compliance Officer • 3 asset-class modules — Banking, Securities, Real Estate • AI co-pilot with explainable confidence scoring
View Case Study →
◆ Concept Design Argos — Cross-Asset Financial Crimes Compliance Platform
07
Live Workflow · 5 Demos Daily Production · AI-Integrated · 2024–Present

The Terminal Model — AI & Open Source Cowork

Not a concept. Since late 2024, this is how I work — Claude and Gemini fully integrated into every stage of my production chain. Five interactive demos document live decisions pulled from real projects: ROI-ranked trade-offs, institutional chart redesigns, MiFID II compliance architecture, drop-off optimisation, and agent-native UI design. Every decision traceable back to a signal, a source, and a reason.

Production Workflow · 2024–2026
Demo 01 — ROI Solution Explorer (3 real problems, 4 pathways each) • Demo 02 — OpenStock retail → institutional chart with live data • Demo 03 — AI Signal Trust Layer (MiFID II) • Demo 04 — KYC drop-off 73% → 45% • Demo 05 — Agent-Native vs Human-Readable UI
See the Live Work →
✓ Live Since 2024 The Terminal Model — AI-Integrated Production Workflow

Independent Products & Specialized Platforms

Developer tooling, algorithmic platforms, and focused UX solutions.

ReactΩ Component System

ReactΩ

✓ SHIPPED

Production-ready React component library architected for scale. Modular UI systems, accessibility-first design, and enterprise-grade documentation.

Component System · Accessibility-First · ~40% UI Dev Speedup
Nova - Algorithm Analysis Tools

Nova

✓ SHIPPED

Algorithm-assisted portfolio analysis platform — risk models, calculators, and intelligent insights. Complex workflow orchestration and ML integration.

AI Trust Architecture · Cognitive Load Reduction · Transparency-First
PawsRoam — B2B2C Marketplace Platform

PawsRoam

✓ SHIPPED

B2B2C marketplace connecting pet service vendors (grooming, boarding, vet) to pet owners across Japan — built from 7 months of Tokyo field research to live MVP. Complete product ownership: architecture, design, engineering, launch.

B2B2C Architecture · 0-to-1 Market Execution · Full-Stack Engineering
TradeX Institutional Terminal

TradeX Institutional Terminal

◆ CONCEPT

Institutional trading terminal — Level 2 Order Book, Portfolio Risk Matrix, keyboard-first execution for portfolio managers ($100M–$50B AUM). Interaction rules derived from production FIX 4.4 work at ACY Connect, not aesthetic reference.

FIX-Derived Design · SEC/FINRA-compliant execution · Institutional density