I step in as a contract Programme / Project Director to deliver regulatory change, front-office platform modernisation and digital banking solutions across asset management, investment banking and wealth — backed by 30 years at HSBC Global Asset Management, Credit Suisse and UBS.
Engagements are typically 3–12 months: interim leadership, program rescue, regulatory delivery or pre-sales support. I embed with your business and technology sponsors, and hand back a running program — not a slide deck.
Step in when a critical program lacks a credible leader. Restores governance, sponsor alignment, delivery cadence and stakeholder confidence across APAC business, technology, vendors and offshore teams.
Regional lead on MiFID II and Dodd-Frank operational and technology readiness at HSBC GAM. Delivers compliance-driven change with cost-benefit cases and senior-management buy-in.
Led front-office technology strategy across equities, fixed income and multi-asset at HSBC GAM. Delivered the Charles River Investment Management System as the strategic OMS / trading platform, and modernised trading workflows.
Current Solutions Director leading pre-sales and delivery for digital banking, eKYC, e-wallet, wealth and asset management propositions. Runs client workshops, solution design and investment business cases for institutional clients.
Built and ran an offshore development centre in Singapore for Credit Suisse, and managed onshore/offshore delivery groups across HSBC. Brings the discipline to run HK–China–Singapore vendor and consultant communities without drift.
Co-founded and led an AI trading-bot venture (Agility Investments, Shenzhen). Writes the business plans, product specs and investment proposals to take a fintech or AI proposition from concept to funded, regulated delivery.
The depth that lets me walk into a program on day one and be credible with your sponsors, regulators and engineering teams.
Leads project delivery and pre-sales strategy for digital banking and fintech solutions. Directs client workshops, proposals, solution design and delivery governance across wealth, asset management, eKYC, e-wallet and e-banking.
Built an AI-driven fintech trading-bot venture end-to-end: vision, product roadmap, Mainland regulatory positioning, governance, IP protection and investment fundraising. Authored business plans and product specifications.
Led APAC business-process improvement and regulatory-change initiatives. Orchestrated regional MiFID II and Dodd-Frank implementation, delivered cost-benefit analysis to senior management, and embedded conduct considerations into operations.
Directed front-office technology strategy and platform delivery for equities, fixed income and multi-asset investment and trading operations. Implemented Charles River IMS as the strategic OMS, modernised trading workflows, and managed regional teams, vendors and offshore development groups.
Delivered a real-time portfolio valuation initiative — coordinating internal stakeholders, vendors and external consultants, reporting status, risks and outcomes to senior executives against business objectives and timelines.
Led development and support for credit-risk, market-risk and product-control platforms across Asia-Pacific. Established an offshore development centre in Singapore and managed onshore and offshore technology teams for global system enhancements.
Not every program needs a full-time permanent hire. These are the situations where a senior contractor typically pays for themselves within weeks.
A programme or workstream has lost its leader, or is waiting on a permanent hire that will take 3–6 months. I hold the program steady and keep milestones on track.
MiFID II, Dodd-Frank, eKYC or conduct-change mandates with a hard date. I have delivered these under regulatory scrutiny before, and know where the hidden operational dependencies are.
An OMS / trading / wealth platform rollout that is slipping or misaligned with business sponsors. I reset governance, recovery plan and vendor accountability.
Fintech or digital banking firms needing credible solution architecture, client workshops and investment-grade proposals to close institutional deals in HK / China.
Programs spanning Hong Kong, Mainland China and Singapore with onshore teams, offshore vendors and consultants — where language, regulatory and cultural alignment genuinely matters.
An AI / trading / wealth product that needs a business case, funding narrative or regulated go-to-market rather than more engineering.
Tell me where the program stands today and what "good" looks like in 90 days. I will tell you honestly whether I can help, and propose a scoped contract — no obligation, no lengthy sales process.