Senior product designer / design lead

Bringing order to wealth and complex financial products.

7+ years on onboarding, compliance, and asset flows, across consumer apps, institutional platforms, and internal tools. I find the problem in research, solve it in the screens, then check the numbers afterwards, including the unflattering ones.

Used by
HSBC, DBS, MUFG
Previously
KuCoin, OKX, Quantifeed, Microsoft
Education
MSc in HCI, UCL
7+ yrs product design, 3 in fintech & crypto
App + Web consumer, institutional & internal tools
7 tools built from scratch
Team lead for 2–3 designers across 7 workstreams
Unified Assets portfolio across crypto and US/HK securities
2026 Avenir Group
Assets experience — unified crypto and securities portfolio

Owned the Assets line on App and Web for institutional and HNW clients — one portfolio across crypto and US/HK securities, with Homepage for overall performance and Assets for holdings.

Structure shipped in a controlled rollout. Password required to view the case.
App + Web Wealth Information architecture
Institutional onboarding flow with document checklist and guided uploads
2025 KuCoin
Institutional KYB onboarding redesign

Replaced a text-heavy KYB flow with guided selection and a document checklist — designed in two weeks against research showing 82% of users submitted multiple applications.

Established a 41% document-upload baseline; shipped to the institutional segment driving 30–70% of exchange volume.
Client onboarding Compliance UX 0 → 1
Asset management dashboard with portfolio summary, allocation, and performance modules
2020–22 Quantifeed
Wealth dashboard, shared across three systems

One dashboard pattern for portfolio managers, financial advisors, and white-labeled customer apps — used by HSBC, DBS, MUFG and Yachin.

Shared module shipped across three product surfaces; framework reused for the advisor roadmap.
Wealth Research Multi-stakeholder
On-chain fund flow investigation interface with transaction graph
2023–24 OKX
On-chain AML risk-analysis system

Designed a multi-step risk-analysis workflow for analysts — mapped a complex investigation into a daily operational tool, then introduced research and event tracking.

Closed the gap between analyst mental model and tool; pattern extended across the AML suite.
Operational tools User research AML
Retail KYC onboarding for Australia and Europe
2025 KuCoin
Retail KYC — Australia and Europe

0→1 client onboarding for two regulated launches — AUSTRAC for Australia and MiCA for Europe — balancing requirements with usable consumer flows.

Shipped market-specific flows for AU and EU; structure reused for later regional rollouts.
Client onboarding 0 → 1 Multi-region
Manulife agent recruitment application flow
2022 Manulife
Agent recruitment system, 0→1

Led UX for a scalable agent-application flow — working with research, BAs, engineering and the design-system owner from invite through submission.

MVP shipped for recruiting managers and agents.
Internal tools 0 → 1 Design system