Advisory & Execution Experiences

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Global Wealth Manager – Business Impact Assessment

Project lead for a business impact assessment, analysing the differences between the core banking platform used by a major private bank in Europe and the current platform in APAC, identifying gaps & opportunities.

Singaporean Independent Advisor – Private Equity Offering

Analysis and presentation of structuring options for client offshore private equity investments to senior management.

U.S. Investment Advisor – Transition of Fund Accounting

Project lead for the relocation of accounting function from the US and build-up of the new team in SG.

Global Wealth Manager – AEI (Automatic Exchange of Information) Implementation

Project manager front-to-back for the implementation of AEI (Automatic Exchange of Information) for the locations Hong Kong and Singapore.

Banking Organization / Chief of Staff – Platform Hubbing

Program management lead responsible for the setup and running of a project aiming to hub all IT systems and processes as well as operational processes from several domestic locations into a regional platform in HK and SG. Creation of financial and business case as well as setup of and guidance for all project streams across several countries.

Global Wealth Manager – Client Advisor Platform

Project manager for several technical client advisor capabilities and their integration into a client advisor platform. Collection and management of relevant high impact requirements and potential issues for follow up and solution finding during the requirements phase.

Global Bank’s Legal and Compliance Department – Tax Review

Project lead for the review of all client accounts with regard to tax compliance in accordance with Singapore legislation requirements (AML/KYC), from selection of methodology to design, implementation, and audit.

U.S. Investment Advisor – Overhaul of Compliance Program

Project lead ensuring compliance with US, Singaporean, and Cayman regulations.

U.S. Investment Advisor – Complex Sales Transaction / Wind-Down

Coordinated completion of complex sales transaction of single manager hedge fund business. Planned and executed the independent wind-down of the operations of a Singapore based management company.

Singaporean Asset Manager – Re-engineering of Operations

Project lead for the firm’s transition process from a research house to an asset manager. Built up group and fund structures, re-engineered and implemented operational and compliance procedures and established in-depth internal manuals and external documentation. Selected and successfully implemented the data management and valuation system for all the firm’s investment funds and mandates.

Large Swiss Private Bank – Setup of Hedge Funds Platform

Project manager for set-up of operations and platform launch. Responsible for fund operations and consultant in hedge fund related topics.

Global Wealth Manager – Core Banking Replacement

Responsible for setup and coordination of ‘focus groups’ for several business topics relevant for client facing users in APAC, mandated to identify and specify business requirements. Active participation in several focus groups as market representative.

Global Wealth Manager – Platform Replacement Project

Support of the Compliance Stream in specific areas such as the identification and mapping of impacted regulatory reports, ex-post controls, forms, authorizations, and regulatory outsourcing documentation requirements as well as maintenance of the stream’s business transition inventory.

Global Wealth Manager – Project Management for Corporate Business

Project manager for the Corporate & Institutional Clients Business for all aspects during replacement of the core banking platform, bringing in new functionalities and enhancing the product offering for this client segment.

Responsible for all Business Integration activities (Training, Communication, Stakeholder Management, Risk & Regulatory Requirements) as well as overall project management for the function.