UBS is the world's largest private wealth manager, with $5.7 trillion in invested assets. Across five years I designed the interface for four products at UBS — the Delta risk platform, the Neo trading platform, the global Asset Management site, and one of the bank's earliest AI assistants.
Headline outcomes across every product I designed for UBS.
Acquired by StatPro, validating the commercial value of the design
Annualised recurring revenue at the point of acquisition
Asset classes unified in one coherent risk interface
Institutional users across the cross-asset trading platform
Industry awards for design excellence in trading technology
Countries served by the legacy-to-responsive platform redesign
Designed years ahead of established conversational AI patterns in banking
Four key projects I designed at UBS
Risk & Performance Analytics
Still running today as Confluence Delta, after Confluence Technologies' 2019 acquisition of StatPro
Cross-Asset Trading Platform
FX Trading Companion App
Global Platform · Lead Designer
View live sign-in →An interactive rebuild of the allocation view and position-level risk table — sort, select rows, and switch the filters to see how the density of information stayed legible under live market conditions.
| Asset↕ | Class↕ | NAV %↕ | 1D VaR↕ | Delta↕ | MTD PnL↕ | Corr↕ |
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