JPMorgan Chase
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UBS
Neo PlatformDelta AnalyticsAsset Management & AI
HSBC
Digital Transformation Contact
UBS · via NTT Data · 2016–2020 · Product Designer

Trading Platforms,
Analytics & Early AI

Four years designing for institutional trading and wealth management at one of the world's top investment banks — complex cross-asset interfaces, risk analytics, and one of the earliest conversational AI UX experiences in tier-1 banking.

1.8M+
Platform users
35+
Industry awards
€13M
Acquisition value
50+
Countries
01 · Global Platform & Early AI

Asset Management
& AI Assistant

Led two parallel workstreams. First: full legacy-to-responsive redesign of the global UBS Asset Management platform, serving institutional clients across 50+ countries. Worked directly with directors on visual language and information hierarchy. Second: owned end-to-end UX for an internal AI assistant — defining conversation flows, task automation, and the complete interaction design from scratch. One of the earliest conversational AI experiences in tier-1 banking.

50+ countries · Full legacy-to-responsive · Early conversational AI UX · Director-level stakeholders
On designing AI without a playbook
This AI assistant was designed before established conversational UI patterns existed in financial services. There was no pattern library to reference, no precedent for compliance in banking conversational AI. The work required building principles from the ground up — predating the current generation of LLM assistants by several years.
02 · Risk & Performance Analytics

UBS Delta
Risk Analytics

Designed the UX framework and visual system for UBS Delta — a comprehensive portfolio analysis and risk management platform for institutional clients. Translated dense financial data — across fixed income, equities, commodities, and FX — into clear, decision-ready interfaces for portfolio managers and analysts. The product was later acquired by StatPro for €13.05M.

Acquired by StatPro · €13.05M transaction value · ~£14.5M annualised recurring revenue
03 · Cross-Asset Trading

UBS Neo
Platform

UX and product design for UBS's flagship cross-asset trading platform — FX, equities, fixed income, and commodities in one unified experience. Shaped interaction patterns, visual language, and workflows for a data-dense environment used daily by institutional clients and traders worldwide.

1.8M+ institutional users · 35+ industry awards · FX Prices · Blotters · Live Desk · Alpha Capture
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