Company Restructure – Managed the restructuring of an off-shore entity. Ensure compliance with all foreign Regulatory requirements and appointment of an Investment Manager to manage Luxembourg SICAV domiciled Multi Asset and Equity Funds. Successfully implemented Bloomberg AIM Order Management and Portfolio Management modules.

— Appoint new Investment Manager for Luxembourg SICAV Funds

Open Banking – Part of the UK Open Banking Implementation Entity (OBIE) delivering the Competition and Markets Authority’s (CMA) mandate to develop API Standards for the 16 largest Retail banks in the UK. Successfully coordinated the implementation of the Standards by all mandated Retail banks and authorised Fintech companies..

— UK Government – Competition and Markets Authority (CMA)

SAS Software – Developed the Open Banking ecosystem growth forecast model for APIs across the 16 largest UK Retail banks and regulated Fintech companies. Monthly API calls grew from 100,000 to 750 million within just 18 months. Developed the SAS API Test Framework to validate the Retail Bank API implementations against the Open Banking API Standards.

— SAS Credit Risk Reporting, Forecasting and Artificial Intelligence (AI)