About
I help private banks and financial institutions cut through legacy complexity - simplifying operations, reducing risk and delivering measurable change during transformation and consolidation projects.
Recent results: contributed to the decommissioning of 17 legacy banking applications, cut portfolio reconciliation issues by 64%, and reduced recurring operational issues by 57% through root-cause analysis and structural process redesign.
With 10+ years across private banking, wealth management, client advisory and business analysis, I've worked front-to-back across the value chain - from client-facing advisory to the operational, regulatory infrastructure. It's given me the ability to work fluently across business and IT departments.
I'm currently taking on engagements in process improvement, application decommissioning/migration, and portfolio operations for private banks and asset managers navigating regulatory or technology-driven change.
Get in touch for further discussion via the contact form or LinkedIn.
Academic Foundations & Continuous Learning from
Milestones
Over 14 years working across financial markets, private banking and entrepreneurial ventures. Delivered practical solutions to complex challenges. Combines operational expertise with strategic insight and regulatory knowledge. Brings a holistic approach to growth, innovation and value creation across diverse financial and business initiatives.
2025
Independent Consultant
Works as an independent consultant in capital markets, specialising in growth strategy, project delivery and supporting organisations with practical, results-driven approaches.
Combines hands-on financial expertise, global perspective and entrepreneurial experience to guide institutions and ventures through complex challenges, innovation and strategic opportunities.
Advises on strategy, operations, and financial initiatives, leveraging front-to-back banking experience to provide clear guidance for growth, transformation and regulatory compliance.
2018
Management Support Officer | Nordea Private Banking
Worked at Nordea’s Private Banking International Office, supporting senior management and contributing to the integration process with UBS efficiently.
Coordinated cross-unit initiatives, analysed data for strategic projects and liaised with senior stakeholders across the organisation to ensure alignment.
Provided ad-hoc management support and structured analysis, enabling delivery of key business requirements and smooth execution of major organisational change initiatives.
2016
Wealth Partner | Nordea Private Banking
Developed expertise in managing HNWI portfolios, preparing investment proposals and executing multi-asset trades within private banking environments.
Managed client relationships, performed market research, executed trades with disciplined risk management, supported business development, improved processes and facilitated Nordea Bank S.A. transitions.
Completed professional training covering key regulatory frameworks, including MiFID, CRS, AML, KYC and cross-border wealth management compliance and best practices.
2012
Market Entry Study | Nordea Private Banking
Analysed the German private banking market for Nordea, evaluating strategic options, potential market entry and long-term growth opportunities for the institution.
Conducted a detailed review of market size, competitors, client segments, product offerings, service models and pricing, applying the 7Ps framework.
Delivered concise, evidence-based recommendations, outlining the viability and positioning of a potential entry into the German private banking market.
2019
Founder & CIO | Universal Capital
Led market research and opportunity sourcing, designing and executing risk-controlled investment strategies across traditional and alternative asset classes for maximum impact.
Conducted structured due diligence, risk assessment and full strategy implementation. Actively invested in venture capital, blockchain and derivatives while managing multi-horizon capital.
In parallel, created and led a mentoring programme in derivatives markets for over 30 students, earning a nomination for the Greater London Enterprise Awards.
2017
Investor | ESM Micro Ventures
Initiated ESM Ventures, focusing on micro-investments, identifying and analysing early-stage opportunities across high-growth sectors globally to capture strategic potential.
Conducted thorough due diligence, evaluating market trends, financials and operations, structuring investments carefully to balance growth prospects and associated risks effectively.
Prepared detailed investment cases, offering clear insights to guide portfolio development, support strategic decision-making and enable scalable, sustainable growth across ventures.
2014
Founder | WINYD
Launched and grew an online venture from a university project into a lively community exceeding 8,000 members with numerous competitions.
Led concept creation, secured seed funding and managed business development, marketing, operations and community engagement to drive growth and visibility.
Maintained active member participation while awarding over £15,000 in prizes, ultimately negotiating and executing the company’s exit strategy.