Objective

Over the past several decades, the number of Ultra High Net Worth individuals and the Family Offices that manage their wealth has grown steadily. However, this niche of the wealth management market hasn’t adapted quickly enough to serve the changing needs of the next generation.

Our client, Fidelity, asked us to help rethink how family offices serve their families in new and value-driving ways.

Role

As the only visual designer in the team, my role was to support the design research process, creating visual assets and presentation templates, design the brand and product UI visual system, collaborate with interaction designer creating the wireframe, and apply visual to the product design.