A financial advisory firm specialising in wealth management and international investments wanted to make portfolio management simpler and more accessible through a new mobile investment platform.

I led the creative direction and UX/UI design, working closely with a multidisciplinary team from the early stages of the project. Through research and strategy, we defined the product’s value proposition and shaped an experience around users’ needs. This involved structuring the information, mapping user journeys, developing wireframes and prototypes, and testing and refining the experience.

Alongside the product design, we refreshed the visual identity to create a more contemporary and coherent brand presence across the digital experience.

The result was a mobile investment experience designed to make complex financial information easier to understand, help users navigate their portfolios with confidence, and bring greater clarity and consistency to the way they interact with their investments.