Every project asks the same question: How do you help a human being make a high-stakes, irreversible capital decision when trust is the primary constraint? The answer changes with the audience. The design theory doesn't.
Complete Portfolio Archive
16 projects — shipped products, institutional concepts, and independent platforms. 5+ years · 40+ regulated markets · ASIC · FCA · FINRA · ESMA · MAS
Complete rebrand and digital transformation of ASIC-regulated brokerage. Led UX, compliance systems, and multi-country rollout.
Designed a relationship-first digital platform for ultra-high-net-worth ($50M+) real estate clients. Translated 260 years of brand authority into a digital editorial experience — where digital tools enhance broker relationships, not replace them. This became the empirical baseline for UHNW digital behaviour that directly informed the Xanthos Private Bank concept.
Designed the documentation system and credential infrastructure for ACY's institutional FIX 4.4 API — the B2B layer serving prime brokers and liquidity providers. A 7-page information architecture governing how 5 user types experience the integration journey, from PM/BD to Market Data Engineer.
Design concept for a private banking digital platform — five interconnected flows for UHNW clients ($28M+ net worth) and their relationship managers. Portfolio dashboard, RM briefing intelligence, investment proposal acceptance, life event planning, and 5-step UHNW onboarding. B2B2C architecture where the RM is the primary tool user.
Institutional risk dashboard design based on primary research with portfolio managers. Causal intelligence overlays, liquidity stress visualization, real-time alpha attribution, and GenAI scenario stress testing. Designing the institutional dashboard that Bloomberg Terminal structurally cannot build.
Research-based design concept for a cross-asset AML/CFT compliance platform — alert triage, investigator workspace, SAR filing, real estate compliance, and securities surveillance. Built from 4 years of regulatory component design at ACY Securities, translated into a dedicated financial crimes context.
Not a concept. Since late 2024, this is how I work — Claude and Gemini fully integrated into every stage of my production chain. Five interactive demos document live decisions pulled from real projects: ROI-ranked trade-offs, institutional chart redesigns, MiFID II compliance architecture, drop-off optimisation, and agent-native UI design. Every decision traceable back to a signal, a source, and a reason.
Translating UHNW private-banking fiduciary logic into a retail mobile experience. Four AI modules (Velocity Dashboard, Alternative Finder, Event Radar, Fiduciary Decision Room) · 31 mobile screens · working React prototype · 3 embedded interactive demos · full 90-day persona journey. The dimension-reduction strike against B2C — built for Stripe / PayPal Wealth / Robinhood-tier interview presentation.
A CRM designed at editorial register rather than enterprise CRM register. Eleven screens, eight named AI agents, four explicit autonomy tiers (Ambient → Co-pilot → Assertive → Autonomous). The relationship graph IS the page; pipeline is a flow chart, not a kanban; AI observes and never directs. Built as a single self-contained React bundle — runs from disk, no build step.
An adversarial AI layer for UHNW relationship management. The RM commits their independent risk read first — sealed with SHA-256. AI reveals its cold read second. Every divergence requires a documented human resolution before the client call. Part of the Xanthos Private Bank ecosystem — the layer the client never sees but always feels.
Unified Front-to-Back prime brokerage platform tracking a 2M-share block trade across execution (Smart Order Router · VWAP/TWAP/POV), risk (cross-margin stress-test slider), and T+1 settlement (FIX/SWIFT Diff Viewer).
Developer tooling, algorithmic platforms, and focused UX solutions.
Production-ready React component library architected for scale. Modular UI systems, accessibility-first design, and enterprise-grade documentation.
Component System · Accessibility-First · ~40% UI Dev Speedup
Algorithm-assisted portfolio analysis platform — risk models, calculators, and intelligent insights. Complex workflow orchestration and ML integration.
AI Trust Architecture · Cognitive Load Reduction · Transparency-First
B2B2C marketplace connecting pet service vendors (grooming, boarding, vet) to pet owners across Japan — built from 7 months of Tokyo field research to live MVP. Complete product ownership: architecture, design, engineering, launch.
B2B2C Architecture · 0-to-1 Market Execution · Full-Stack Engineering
Institutional trading terminal — Level 2 Order Book, Portfolio Risk Matrix, keyboard-first execution for portfolio managers ($100M–$50B AUM). Interaction rules derived from production FIX 4.4 work at ACY Connect, not aesthetic reference.
FIX-Derived Design · SEC/FINRA-compliant execution · Institutional density
Institutional macro regime dashboard — six indicators (yield curve, financial conditions, credit spreads, initial claims, real M2, VIX regime) sourced live from FRED with design-intel annotations framing each series for discretionary portfolio managers.
Live FRED Pipeline · Regime Framing · Single-Surface Design
Every S&P 500 (503) and NASDAQ-100 (101) constituent rendered as a single interactive pie — live market-cap weighting, cap vs equal toggle, GICS 11-sector roll-up, HHI 230.6 vs 638.2 concentration math. Hand-crafted SVG, no chart library.
Wikipedia + yfinance Pipeline · GICS Sector Taxonomy · Concentration Math
Prose → typed Intent Graph → proposed Semantic Diff → human approval → execution. A portfolio-rebalancing demo where the AI's proposal is a reviewable object, not a paragraph — every change row carries rationale, evidence, and a confidence bar.
Typed AI Artifact · Human Approval Gate · SEC 17a-4 Audit Trail
Designed a Risk-Calibration Engine for social trading — not a leaderboard. Solved Loss Aversion through pre-allocation expectation setting. Reduced time-to-first-copy from 4.7 to 1.2 days. Cut rage-disconnects by 41% via Progressive Disclosure of Risk.
187K organic clicks · 42.37% engagement · −41% rage-disconnect · 3.4× AUM durationTrading tools, CRM systems, and platform products within the ACY Securities ecosystem.
Self-contained deployments served from edwson.com sub-paths — campaign microsites, open-source design system docs, and interactive prototypes. These are working products, not mockups.
Process, compliance, research, and live prototypes — the load-bearing pages behind the case studies.
For recruiters & hiring teams
If you are evaluating Ed for a senior product designer role in institutional finance, the hire page lays out the four years of regulated work, the eight regulatory rewrites absorbed, the five product surfaces shipped, and the categories of companies the work fits.
For recruiters & hiring teams →