Let’s work together and push FX forward

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I have many years of experience within the industry designing Platforms, Apps and Design Systems across all spectrums of finance, which makes me the perfect candidate to join the team. My most notable experience is designing successful solutions for:

• Morgan Stanley — Finance Research Products

• HSBC Kinetic — SME Business Banking

• HSBC NET Mobile — Corporate Business Banking

• IG Index — FX Retail Trading Application

• Trading Screen - QUO — Wealth Fund Trading

• The London Stock Exchange — Refinitiv – Institutional Trading

• BlackRock - iShares — Marketing Site

• City Index - FX Retail Trading Application & Marketing

• RHB Bank — FX Retail App

Morgan Stanley

Investment RESEARCh Products • UI Design • 2021

I worked in the Research and Data department for Morgan Stanley, the 6th biggest bank in the world, delivering UI designs for a complex Market Screener which I helped innovate with new UX patterns brought forward to the business. I also delivered UI designs for the flagship chatbot assistant which was integrated across multiple touch-points and communication channels. Finally, I helped the team with design updates to the Research App and Portal.

Alongside my regular sprint delivery work I also consulted with the Central Design System team and helped them deliver strategy and BAU work.

New Market Screener for Risk Reward analysis – early iteration included a command line building blocks which once tested evolved to the easily digestible filter blocks and summary bar. The summary bar tested very well with users and was pushed forward.

AskResearch Chatbot Assistant built directly within the Institutional banks clients’ front devices – integrated into Skype and Desktop Applications, with ambitions for it’s own independent app.

Client Sentiment Data   +   Market Events   +    Analysis   =   Informed Decisions

An industry-first concept with unrivalled integration of client sentiment data and market analysis data, combining to make a powerful tool for the informed trader. The concept was created during my time at City Index and it’s white-label clients such as Barclays Wealth.

Quo Wealth Platform

Fund & Wealth Management • UI Design • 2018

In 2016, TradingScreen kickstarted a new SAAS trading platform to serve the wealth management market, as a spin-off of its main software, TradeSmart, a highly complex trading platform. TradingScreen has $5.3 Trillion client assets under service.

The North Star – Quo would be the smart personal digital assistant for Fund & Wealth Management. I designed a powerful Command line-based platform with direct trading from positions - A one-stop shop for Wealth managers. 

PRODUCT Principals - QUO SHOULD:

• Always deliver up-to-date position details (sod + market data). 

• Allow me to trade compliantly across multiple custodians.

• Allow me to efficiently reach parts of my portfolio, quickly.  

• Allow me to be precise in what I’m looking for (filtering + search).

• Help me build the right combination of criteria to find what I need. 

• Be reusable, help me/others find the same thing again (saving/sharing).

• Be Bloomberg-like in speed, but modern in UI design 

Future design proposal with a kick-off space showing a daily summary by the time you are ready for your morning coffee.

Redesigned table and command line query builder. Plus a new interface layout with an imporved hierarchy, IA and cleaner look and feel.

Starting point – I picked up the design patterns and evolved for user testing in phase 1

FX Customer Trading App

RHB Bank • UI Design • Singapore • 2017

Volatility data visualisation

Data Visualisation  •  Desktop Tool   •   2014

This was a self-initiated project for IG Index where I designed a concept which would be an industry-first data visualisation in financial / FX trading. After a few hand sketches of the ideas, with a process of refinement and divergent thinking, I whittled the graph down to the fundamental concept of a year being represented in bars of daily volatility. Showing traders the range of movement one could potentially profit from. 

Data processed and used to plot the real graph

After I presented the conceptual designs to the design group, there was clear excitement about this industry's first volatility graph visualisation. I set out to accumulate the data to plot the graph with real annual data, however, the data team said it would have to go into their backlog - which would take weeks. So I decided to process the equations out myself; day-highs minus day-low, each day, for one trading year. I then replotted the graph with the real data. The results made me proud, as predicted the graph revealed periods of volatility in a beautiful way. 

Real Data Graph:

Web Tool For Day Traders

So with the concept proven with real data, and the volatility graph still demonstrating annual patterns, I set out pushing the concept further. I created an online tool which inter-day traders would use to predict periods of high volatility within markets.