Ed Chen

Product Designer — institutional trading, UHNW client experience & enterprise design systems across regulated markets.

150+
Components
100K+
Traders Served
40+
Jurisdictions
5+
Years Regulated Finance
Regulatory Experience ASIC AU FCA UK MiFID II EU Dodd-Frank US

Selected
Projects

Regulated finance, UHNW luxury, and institutional infrastructure. Each case study is a different kind of constraint.

Shipped Live client work — production deliverable
Concept Research concept grounded in production experience
01
ACY Securities — Enterprise FinTech Design System
Shipped · 4 Years · Live Product

ACY Securities

Enterprise Design System · 5 Live Platforms · Regulated Finance

Sole design function for a 150-person ASIC/FCA-regulated broker. 4 years shipping a unified design system across 5 interconnected platforms — from KYC compliance flows to institutional API documentation to SPAC/IPO investor materials. 150+ components adopted by 3 engineering teams. KYC drop-off cut from 73% to 45%. 8+ regulatory updates absorbed without structural rework. Grew from mid-level designer to C-suite strategic partner.

ASIC · FCA · MiFID II 150+ Components KYC 73% → 45% Drop-off 100K+ Traders · 40+ Countries

Four years at scale: Started as the only designer in a 50-person company. Left as design lead and C-suite partner at 150 people. The system survived 8+ regulatory updates, 3 engineering team transitions, and expansion to 40+ countries.

2024 — solo again after team cuts: Restructured workflow with AI tooling to sustain output across 5 concurrent product lines — mobile app, institutional FIX API docs, multilingual campaigns, compliance updates — without additional headcount. Domain judgment stayed human. Scale came from a structured AI collaboration model.

02
Christie's International Real Estate
Shipped · Live Client · 9 Months

Christie's Real Estate

Full-Stack Editorial Platform — Sole Designer, Developer & de facto PM

Sole designer, developer, and de facto PM on Christie's International Real Estate editorial platform — built from scratch over a 9-month engagement, serving $5M–$80M property buyers across NYC, London, Japan, HK, and Taiwan offices. Translated 250 years of brand authority into a digital-first experience that keeps brokers at the center of every transaction.

+20% Page Views 60% DB Query Reduction $5M–$80M UHNW Segment 5 Global Offices Hermes Platinum Award

Hired as a Web Engineer. Shipped as the product team. Design, front-end, back-end, cross-timezone stakeholder alignment — one person, nine months, five offices. The official title never matched the actual scope. That gap is the résumé.

03
ACY Connect — Institutional FIX API Documentation
Shipped · B2B Institutional · 12+ Prime Brokers

ACY Connect

Institutional FIX API Platform · Documentation System · B2B Infrastructure

Designed the documentation system and credential infrastructure for ACY's institutional FIX 4.4 API — the industry-standard trading protocol connecting prime brokers, liquidity providers, and institutional clients. Not a document: a 7-page information architecture with explicit rules governing how 5 user types (PM/BD through Market Data Eng) experience the integration journey. This later became the protocol foundation for TradeX.

FIX 4.4 Protocol 12+ Institutional Clients 5-User Taxonomy B2B Prime Broker

The constraint that made this hard: A misconfigured FIX message doesn't throw a user-facing error — it produces a million-dollar position sizing error, silently, while the market moves. The documentation had to be precise enough for quant developers and accessible enough for PM/BD — the same system, five different entry points.

04
Finlogix — Real-time market analytics
Shipped · Live Platform · Statistical Validation

Finlogix

Real-Time Market Analytics · Modular Widget System · ASIC Regulated

Trading analytics platform processing 1,000+ real-time data points. Designed a modular widget system enabling traders to construct custom layouts matching their mental model. This project produced the strongest quantitative research in the portfolio — controlled usability testing with statistical significance.

Order Placement 8.2s → 2.9s 67% Custom Layout Adoption Session Duration +40% Statistically Verified (Cohen's d >3.0)

The research that mattered: Controlled usability testing with 15 active traders (paired within-subjects design) showed order placement dropped from 8.2s to 2.9s — a 64% improvement with very large statistical effect size (Cohen's d >3.0). Not guesswork, not A/B testing with loose attribution — the kind of rigorous evidence that changes C-suite minds.

Research & Concept Work

Not concepts from imagination — extensions of production experience. Each project traces directly back to a shipped system and explores what that knowledge looks like in an adjacent domain.

05
Xanthos Private Bank — UHNW Wealth Management
Concept

Xanthos Private Bank

Private Banking UX Concept · UHNW Wealth Management

Born from 4 years designing RM-facing tools at ACY Connect — where I learned that institutional B2B2C means the relationship manager, not the end client, is your primary user. Xanthos extends that insight into wealth management: five interconnected flows for a private bank serving $28M+ net worth households — client portfolio dashboard, RM briefing intelligence, investment proposal flows, life event planning, and UHNW onboarding.

Provenance: ACY Connect RM Tools UHNW Client Portal FINRA · SEC · AML B2B2C Architecture

Why this exists: After designing ACY Connect's institutional onboarding and RM credential management, I needed to prove that compliance-first B2B2C thinking transfers to wealth management — a different regulatory surface (FINRA/SEC/AML), different trust model (advisory relationship > transaction speed), same architectural challenge.

06
TradeX Institutional — Portfolio Risk Management
Concept

TradeX Institutional

AI-Native Hedge Fund & Institutional Trading Design

Direct extension of ACY Connect's FIX 4.4 production work — the protocol knowledge, session state machines, and order lifecycle rules are real, not researched from Bloomberg screenshots. Two-part exploration: (1) AI-native hedge fund dashboard with causal intelligence overlays, liquidity stress visualization, and real-time alpha attribution; (2) institutional trading terminal with Level 2 Order Book, Portfolio Risk Matrix, and SEC/FINRA-compliant execution workflows.

Provenance: ACY Connect FIX 4.4 Hedge Fund UX Risk Visualization $100M–$50B AUM Context

Why this exists: After building ACY Connect's institutional API docs for 12+ hedge funds and prime brokers, I understood the FIX protocol's order lifecycle deeply enough to design the terminal that sits on top of it. Bloomberg's density isn't clutter — it's information architecture for peripheral vision. This concept explores that principle at institutional scale.

Authenticated Financial Platforms
at Enterprise Scale

Designed the authenticated financial ecosystem at ACY Securities — one design system governing 5 product lines, 100K+ traders, and 40+ regulated jurisdictions. Regulatory updates ship in days because the architecture was built for change, not patched after the fact.

ACY Securities Platform Ecosystem
Regulatory Foundation
Modular system where new regulatory requirements slot in — 2+ years of ASIC/FCA updates shipped without redesigning from scratch
Scope
Brand + Web + Platform
Business Impact
Enterprise-scale platform, 40+ countries, 5+ product lines unified
System Scalability
Design system enabled autonomous implementation across 5 product lines

Independent Evaluation

Top-Tier Platform Assessment

Independent broker review highlighting platform usability and clean interface design
— FXempire (2025)
Independent review examining ACY's multi-jurisdictional regulatory compliance framework
— FXempire (2026)

The System

150+ production components — purpose-built for regulated financial platforms. Financial-native components encode trading semantics, compliance-native components encode regulatory requirements, all within a three-tier density architecture.

Production Components
150+
Finance-Native
9
Compliance-Native
10
Density × Theme
10
Price Display Real-time
EUR/USD
BID1.0847
2.2
ASK1.0869
▲ +0.0022 · +0.20%
Bid/ask spread · tick animation · deuteranopia-safe
Order Entry Core Flow
MarketLimitStop
Volume1.00 lot
Margin req.$2,174
FIX 4.4 OrdType mapping · margin validation
Watchlist Row Data Dense
EUR/USD▁▂▄▅▄▆▇▆ 1.0869+0.20%
GBP/USD▇▆▅▄▃▂▃▄ 1.2741−0.14%
XAU/USD▄▅▆▇▆▇▇▆ 2,318.40+0.83%
USD/JPY▃▄▄▃▅▄▃▂ 149.82 +0.03%
Bloomberg-caliber density · inline sparklines
◐ Light Mode
Trade Ticket Execution
● FILLED
InstrumentEUR/USD
DirectionBUY
Fill Price1.08694
Qty Filled1,000,000
Tag 39OrdStatus=2
FIX Tag 39 OrdStatus · execution confirmation UX
Sparkline Chart Trend
XAU/USD 2,318.40
Inline price trend · area fill · responsive SVG
Market Heatmap Overview
Sector Performance · 1D
Tech
+2.4%
Finance
+1.1%
Energy
+0.4%
Materials
0.0%
Health
−0.3%
Utilities
−2.1%
Sector performance · semantic color scale · at-a-glance

Designing Within
Regulated Constraints

Regulatory requirements aren't legal hurdles — they're design specifications. I translate constraints into reusable design systems, so teams ship faster on every subsequent update.

ASIC (Australia)

How do you tell users their funds are at risk without killing conversion? Leverage caps and disclosure rules forced honest hierarchy and clear copywriting.

FINRA / SEC Rules (US)

Designed suitability questionnaires to FINRA Rule 2111 and SEC disclosure standards: making required risk disclosures feel like user protection, not legal fine print.

ESMA (EU)

Inducement bans as a creativity constraint: designing engaging promotions when direct incentives are prohibited.

MiFID II Best Execution (EU)

How do you make trade execution transparency feel like a feature, not a disclosure obligation? Best execution rules forced a rethink of the order confirmation screen.

Dodd-Frank (US Derivatives)

US derivatives regulation that governs how trade data is reported and disclosed. Every confirmation I design serves two audiences: the trader who just executed, and the audit trail that regulators require.

WCAG 2.1 AA

Global accessibility standards for inclusive financial terminals.

What the Constraint-as-Brief Approach Produced

150+

Reusable Design Components

KYC flows, best execution confirmations, leverage warnings, consent gates — each built once, applied across ASIC, MiFID II, Dodd-Frank, and FCA simultaneously.

40–60%

Faster Execution on Regulatory Updates

When MiFID II Art.27 required trade execution venue disclosure (showing traders where and how their orders were filled), the update took 3 days — the pattern already existed. Compliance patches, not rebuilds.

8+

Regulatory Updates Without Rewrites

ASIC CP 322 · FCA SCA · MiFID II Art.27 · Dodd-Frank VII · ESMA leverage caps · FATCA · KYC re-consent · PDS update — zero system rewrites.

Regulatory Compliance Architecture How 150+ components enforce MiFID II · Dodd-Frank · ASIC · FCA · FINRA · WCAG 2.1 AA at the system level
COMPLIANCE STATUS BOARD
Last Audit: PASSED Violations: 0 --:--:--
JURISDICTION STATUS
KYC / AML PIPELINE
DISCLOSURE GATE STATUS
RISK & AUDIT METRICS
RECENT AUDIT TRAIL

Five Years in Regulated Finance.
This Is What Shipped.

System ownership, measurable delivery, and outcomes that held up at scale.

Measurable Outcomes
Architecture built for compliance change — 8+ regulatory updates shipped without system rewrites
MiFID II · Dodd-Frank VII · SOX 302 · ASIC/FCA — 40+ countries · zero downtime
  • System Scalability — One architecture serving 40+ countries, flexible patterns built into the core from day one.
  • Design System Governance — Modular system adopted across 5+ product lines with documentation and engineering alignment.
  • Design-to-Production Speed — Storybook-standard handoff documentation enabled engineering teams to ship features without requiring design involvement in every implementation cycle.
  • Regulatory Resilience — MiFID II Best Execution (Article 27), Dodd-Frank Title VII, SOX 302, and ASIC/FCA mandates each encoded as reusable system components — regulatory updates shipped in days, not months.
My Design Role
Sole designer for a 150-person org across 18 months — every production decision went through one person
150+ components, 5 product lines, C-suite to engineering
  • UI/UX Design Leadership: Established design standards across 5 product lines — defining interaction patterns, visual systems, and research frameworks that enabled engineering teams to execute autonomously.
  • Design System Architecture: Authored 150+ components, interaction patterns, motion language, documentation framework, and developer handoff standards.
  • Cross-Functional Collaboration: Partnered with Legal on regulatory requirements, Product Management on roadmap prioritization, Engineering on technical constraints, Marketing on content strategy, and C-suite on strategic vision.
  • Executive Communication Support: Designed presentation materials for C-suite stakeholders (investor briefings, board decks, strategic planning documents).
Conflict Resolution
Navigating Stakeholder Disagreement
KYC 47-field negotiation · CEO pushback reversed · Canvas API unblocked
  • Legal vs. UX Trade-offs: When Legal required adding 47 disclosure fields to onboarding (ASIC/FCA compliance), data showed 73% drop-off. Built interactive prototype. After 3-week C-suite mediation, Legal approved conditional implementation with audit trail.
  • Engineering Constraints: Canvas API animations caused performance concerns. Ran joint profiling sessions, identified bottleneck (re-render loops). Redesigned using requestAnimationFrame batching. Engineering validated and became design system advocate.
  • Executive Misalignment: CEO pushed "Robinhood-style minimalism" for B2B trading terminal. Professional traders rejected simplified UI. Presented side-by-side usability data (task completion 40% slower). CEO approved information-dense design after session recordings.
Research Process
Data-Driven Decision Making
170+ Hotjar sessions · 15 user tests · 8.2s → 2.9s order placement (64% faster)
  • Research Methodology: Established 5-step research-to-design pipeline using Hotjar (170+ session recordings) to convert behavioral data into stakeholder-convincing evidence.
  • Hypothesis Testing: Qualitative testing of 3 design variants with 15 traders uncovered critical usability gaps — directional findings validated post-launch with order placement improving from 8.2s → 2.9s (64% faster).
  • Stakeholder Persuasion: Used quantitative data (heatmaps showing 85% CTA visibility) to win executive approval for design system investment.
Research Synthesis · ACY Order Flow Redesign Q3 2023
① Observe
170+ Hotjar session recordings
② Hypothesize
3 competing variants drafted
③ Test
15 traders · moderated sessions
④ Synthesize
Affinity map · 8 clusters
⑤ Measure
Production telemetry post-launch
Finding 01
Traders abandoned confirmation step when stop-loss field was not pre-filled — perceived as incomplete order.
→ Default SL/TP from last trade
Finding 02
85% of heatmap clicks on the "Sell" CTA were hesitation taps — users re-read the price 2–3× before committing.
→ Live price lock with 3s timer
Outcome
64%
faster order placement
8.2s → 2.9s · Validated via production telemetry

Scaling Design
Beyond the Designer

Leading design at a 150-person organisation meant more than shipping features. It meant building the infrastructure so that design quality scaled with the team, not just with me.

Design Review Standards

Established a 4-gate design review process (Discovery → Concept → Spec → QA) aligned to the engineering sprint cycle. Each gate had explicit exit criteria, reducing back-and-forth between design and engineering by eliminating ambiguity at handoff.

New Designer Onboarding

Built a 30-60-90 day onboarding curriculum for design contributors covering: domain knowledge (financial products, regulatory context), system conventions (tokens, density modes), and process integration (how design fits sprint ceremonies).

Hiring Rubric

Developed a structured portfolio evaluation framework for hiring design ICs in regulated finance contexts — moving beyond "nice visuals" to assess systems thinking, compliance awareness, and cross-functional communication skills.

Third-Party Validation

Leadership claims verified by 8 public LinkedIn recommendations — including direct manager endorsement, direct report management feedback, cross-functional engineering collaboration, and C-suite partnership evidence.

Yung-Yu C. · Direct Report, ACY Securities

"Exceptional resource integration... empowers team members by providing opportunities to lead new projects, favoring empowerment over micromanagement."

Sheng Wen C. · Data Engineer, ACY Securities

"Exceptional taste, technical creativity, and an almost unsettling ability to ship beautiful work fast."

Cross-Functional PM, ACY Securities

"Reduces communication gaps between designers and product managers by deeply understanding user needs."

The Designer the Team
Can't Ship Without

I sit at the intersection that most design teams lack — someone who speaks design, understands ASIC and MiFID II well enough to have the regulatory conversation in the room, and knows what a UHNW client expects versus what a retail trader needs. That means engineering doesn't wait for legal to translate requirements. Legal doesn't get surprised by what design shipped. And the product actually works for the people on the other side of the screen.

Different businesses need different approaches. Fast fashion thrives on speed and social currency — and that's a valid strategy for the right market. But when I'm designing for a client whose users manage real capital, the priority shifts: stability over novelty, trust over conversion tricks, and solutions tailored to each user's risk tolerance rather than one template for everyone.

The best teams I've worked with don't treat design as decoration or compliance as a checkbox. They treat them as the same conversation — what does the user need, what does the business require, and how do we ship something that satisfies both without cutting corners? That's where I add the most value.

Right Solution for the Right Client

A UHNW wealth dashboard and a retail trading app serve different people with different expectations. I bring the domain depth to design for both — not by guessing, but by understanding their workflows, risk profiles, and regulatory context.

Build for What Comes Next

I design the hardest flow first — the one with regulatory constraints, edge cases, and real money at stake. Products that survive their first regulatory audit don't need to be rebuilt from scratch when the next one comes.

In the Room from Day One

I work alongside engineering, legal, and product from the start — not as a separate function that hands off specs, but as someone who understands enough of each discipline to keep the team aligned and moving.

Systems That Scale with the Business

Every problem I solve becomes a reusable pattern. When ACY faced 8 regulatory updates in 2 years, the design system absorbed them in days — not because I predicted each change, but because the architecture was built for change.

I don't design to impress other designers. I design to make the team ship better, the business grow more safely, and the users trust the product enough to come back.

Beyond the Screen

What I bring beyond the screen — cross-market experience, regulatory instinct, and the craft of making complex systems feel simple.

Cross-Cultural Design Leadership

Designing Across Markets: SF · Tokyo · Taipei

Led design initiatives across APAC and Western markets, navigating regulatory frameworks (ASIC, FCA, FINRA) and cultural expectations. Trained distributed design teams on localization beyond translation.

40+
Countries Supported
5+
Regulatory Jurisdictions
3
Time Zones Coordinated

How I Work with AI
in Financial Product Design

I feed regulatory context — ASIC, FCA, MiFID II — directly into AI as structured input, then validate every output against what I know about the business and its users. Claude with Figma MCP audits designs against WCAG standards. Colour-blindness simulations catch accessibility gaps before they ship. Every flow gets stress-tested for the people who actually use it — UHNW clients, retail traders, institutional desks. AI makes me faster. Domain experience makes the output trustworthy.

AI Direction Session
Live collaboration model · ACY Securities fintech case
Ed + Claude
Ed · Domain Brief
Regulatory context Design constraints Business intent
Claude · Generation
Synthesizes patterns Generates options Structures output
Ed · Judgment Filter
Validates vs. reality Domain expertise Keeps · modifies · rejects
Collaboration Trace — ACY Securities · MiFID II + ASIC · Order Execution Confirmation Design
Ed's Brief
Post-execution confirmation · CFD Trading Platform · Open position active
MiFID II Art.27 Best execution disclosure at point of trade
vs
ASIC RG 268 Leverage risk warning — visual prominence
One screen. Both mandate "visual prominence" simultaneously.
Claude's Response
  1. A compact 'Best Execution Applied' badge in the confirmation card header, showing venue and execution spread inline.
  2. A full disclosure panel auto-expanded on load below the success state — surfacing execution policy details, venue data, and RTS 28 compliance status.
  3. A tabbed layout separating 'Confirmation' (trade details, price, quantity) from 'Execution Quality' (venue, spread, policy).
  4. Leverage risk warning positioned below the confirmation card body.
  5. A secondary 'View RTS 28 Report' link for annual execution quality documentation access.
✓ Kept ⟳ Modified ✗ Replaced Click any highlighted phrase to see the reasoning
Ed's Decision Log
✓ Kept Header execution badge Art.27 via compact indicator — not a disclosure block
✗ Replaced Auto-expanded panel Presence ≠ dominance — collapsed on-demand instead
✓ Kept Tab layout One pattern satisfies both regulators simultaneously
⟳ Modified Risk warning position Below fold ≠ prominent — anchored to viewport bottom
✓ Kept RTS 28 report link Audit doc, not point-of-trade disclosure — link, don't embed
Real collaboration model — Ed provides domain context and judgment, Claude generates, Ed filters against lived fintech experience. This portfolio was built exactly this way.
Market Pulse
Simulated · Demo mode
Scripted · No live feed
AI Sentiment Indicators
Market Sentiment
62
Cautious Bullish
S&P 500 · VIX 17.4 · Put/Call 0.82
Fear / Greed Index
71
Greed
Momentum · Junk bond demand · Breadth
Macro Volatility
38
Moderate
VIX · MOVE index · EM spread
Asset Class Sentiment
Equities
64% bull
Fixed Income
59% bear
Commodities
72% bull
USD Index
55% bull
Crypto
81% bull
Economic Calendar — Next 5 Events
High
Mon 21:30
US Non-Farm Payrolls Exp: 185K
🇺🇸
High
Tue 02:00
Fed Chair Speech FOMC hawkish risk
🇺🇸
Med
Tue 17:30
UK CPI YoY Exp: 2.8%
🇬🇧
High
Wed 21:30
US CPI MoM Exp: +0.3%
🇺🇸
Med
Thu 11:00
ECB Rate Decision Hold expected
🇪🇺
AI-synthesised sentiment indicators — simulated data only. Not financial advice. Not connected to live market feeds.
This panel demonstrates AI-assisted market intelligence UX design — gauge layouts, confidence indicators, and calendar hierarchy for institutional trading contexts
UX Copy Generator
Ready · Demo mode
Scripted · No API
Tone:
Generating...
Scripted outputs · Demonstrates AI-assisted copywriting workflow · Not connected to a live API
Persona Generator
Ready · Demo mode
Scripted · No API
Scripted personas · Demonstrates AI-assisted research synthesis · Not connected to a live API

This portfolio was built with Claude. AI makes me faster — but the judgment behind every decision comes from five years of shipping in regulated markets, working alongside legal, engineering, and product teams who needed a designer who could hold all those conversations at once.

"The best financial products feel inevitable — not because they're simple, but because someone understood the business deeply enough to prevent every problem the user would have faced."

Five years designing across ASIC, FCA, and MiFID II markets taught me something most designers never encounter: the gap between what looks good and what actually works in production is measured in regulatory risk, user trust, and business continuity. I close that gap — not by replacing legal or engineering, but by being the person on the team who can hold the design conversation, the compliance conversation, and the user experience conversation at the same time.

The Team Ships Faster with Me in It

Engineers don't wait for me to throw specs over the wall — I sit with them, understand the constraints, and deliver designs that account for technical reality. The result: fewer cycles, fewer surprises, faster time-to-production.

I Understand What the Business Actually Needs

When ASIC issued a 14-day compliance order, the team responded in days because the design system was already built for change. That kind of resilience doesn't happen by accident — it comes from a designer who thinks about the business's next year, not just the next sprint.

I Know What Different Users Actually Need

40+ countries, three time zones, users ranging from first-time traders to institutional desks managing billions. Each market has different expectations for trust, risk, and information density. I've shipped for all of them — not with one template, but with the right approach for each.

What I Build, the Whole Team Uses

One design system, 5 product lines, 3 engineering teams — all shipping from the same source of truth. When regulations changed 8 times in 2 years, nobody had to redesign from scratch. That's the value of a system built by someone who understands what the business will need next.

Let's Talk

Open to Senior Product Design roles in institutional finance, private banking, and regulated trading platforms — where design has real ownership over product decisions. Specialising in UHNW client experience, institutional trading systems, and enterprise design at scale across regulated markets.

Download Resume PDF

San Francisco · New York · London · Zurich · Singapore · Taipei — open to relocation

Currently open to Senior Product Design roles — available now