Jan 2025 – Present · 1 yr 5 mos

• PROJECTS -
• ● Multinational Online Retail Trading Market Study for the Brokerage Arm of a Global Commercial Bank: Provided market intelligence on the latest customer, competition, and regulatory trends in 7 jurisdictions, market-agnostic global best practices and case studies across the customer value chain, and an estimate of the online retail trading market size (Project Lead)
• ● Multinational Economic Study for a Middle Eastern Government: Reviewed pain points experienced by a bloc of sizeable economies across 5 select themes to model the resulting economic loss and crafted a financial business case for resolving the same (Project Lead)
• ● Annual Strategy Workshop for a Bootstrapped Indian Gaming Unicorn: Delivered vision, mission, purpose, strategy, operating model, inorganic growth, and innovation culture insights based on surveys with hundreds of employees and interviews with over a dozen C-suit and senior management personnel (Project Lead)
• ● Collateral Development for an OMO Retailer: Crafted a bespoke white-label pitch deck to support the client’s fundraising efforts (Project Lead)
• ● Collateral Development for a Digital Port Community Solutions Provider: Developed a fully customised white-label sales deck and provided website development guidance (Project Lead)
• ● Independent Assessment of a Digital Economy-focused Multilateral Institution: Benchmarked strategic initiatives and operating model (e.g., governance, funding, etc.) vis-à-vis comparable organisations to identify areas of improvement and develop tailored recommendations (Project Supervisor)
• ● Pricing Strategy for a Central Securities Depository (CSD): Re-designed fee tariff for a loss-making CSD to put it on the path to profitability (Workstream Lead)
• REPORTS -
• ● Tailor-made: Hyper-personalising the Retail Banking Experience (https://www.quinlanandassociates.com/wp-content/uploads/2025/12/Tailor-made-Hyper-personalising-the-Retail-Banking-Experience.pdf)

Mar 2023 – Dec 2024 · 1 yr 9 mos

Jan 2023 – Feb 2023 · 1 mo

• PROJECTS -
• ● Leading Global Beauty and Personal Care Brand: Delivered a business update on the present state of the beauty and personal care market in Hong Kong to the China business head (Project Lead)
• ● Leading U.K. Asset Manager: Conducted survey-led primary research to draft a report on the asset management outsourcing needs of APAC insurers, in terms of their regulatory compliance, risk management, ESG / net-zero commitments, etc., garnering responses from 50+ C-suite executives and business heads
• ● International Financial Institution: Conducted interview-led primary research to draft a report on the outlook of stablecoins, CBDCs, and tokenised deposits in the wholesale banking and financial services space, engaging in interviews with senior executives from 30 relevant institutions

Jan 2022 – Jan 2023 · 1 yr

• PROJECTS -
• ● Virtual Bank: Evaluated the SME lending landscape in Hong Kong, identifying the industry white space, estimating the addressable market size, and benchmarking competition from traditional banks, non-bank lenders, and other virtual banks (Project Lead)
• ● BigTech: Co-authored a report for an American BigTech giant on the Hong Kong FinTech landscape, evaluating priorities, pain points, and technology use, via surveys and interviews of 100+ C-suite executives (Project Lead)
• ● Virtual Bank: Conducted a holistic industry review (customers, products, channels, technology, financials, etc.) to benchmark the client against peers, determine future vision, strategy and operating model, and present the same to board of directors (Project Lead)
• ● Government: Assisted a government looking to attract companies to invest in its jurisdiction by helping identify, analyse, contact and pitch targets (Project Supervisor)
• REPORTS -
• ● Revolutionising Robo: Unlocking the Potential for Robo-Advisors (https://www.quinlanandassociates.com/wp-content/uploads/2022/07/Quinlan-Associates-Revolutionising-Robo.pdf)
• ● Going For Broke: Reimagining the Retail Brokerage Model in the Age of Digital Disruption (https://www.quinlanandassociates.com/wp-content/uploads/2022/04/Quinlan-Associates-Going-For-Broke.pdf)
• ● Reinventing the Telco: Unlocking the Financial Services Opportunity for Telecom Providers in Asia Pacific (https://www.quinlanandassociates.com/wp-content/uploads/2022/05/Reinventing-the-Telco.pdf)
• ● Smarter Digital City: Advancing Hong Kong’s FinTech Ecosystem (https://www.quinlanandassociates.com/wp-content/uploads/2022/08/Quinlan-Associates-Smarter-Digital-City.pdf)

Apr 2021 – Jan 2022 · 9 mos

• PROJECTS -
• ● PE/VC: Performed in-depth strategic due diligence for a top 10 global private equity / venture capital firm that was evaluating investment opportunities in 8 Hong Kong virtual banks (Project Lead)
• ● Bank: Conducted a partner screening exercise, shortlisting 10 potential vendors and creating a white-label pitch deck for building a novel equity blocks trading platform for an Australian bank (Project Lead)
• ● School: Created an enrolment strategy for a leading Hong Kong international school to help reverse a 19.8% decline that it had suffered in student enrolment over the preceding 5 years (Project Lead)
• ● Digital Bank: Created a go-to-market strategy for an aspiring Southeast Asian digital bank, covering its target customer, product / service offerings, marketing, geographic presence, potential partnerships, technology, human resources, governance, and data
• ● Exchange: Evaluated 3 different types of digital assets, to develop a security token offering strategy for a publicly listed digital assets exchange
• REPORTS -
• ● Hong Kong’s Virtual Banks: Current Positioning and Future Outlook (https://www.quinlanandassociates.com/wp-content/uploads/2021/11/Quinlan-Associates-Hong-Kongs-Virtual-Banks.pdf)
• ● Trading Up: Optimisation, Outsourcing, and the Reinvention of the Buy Side Trading Desk (https://www.quinlanandassociates.com/wp-content/uploads/2021/07/Quinlan-Associates-Trading-Up.pdf)
• ● Cracking The Code: The Evolution of Digital Assets to the Mainstream (https://www.quinlanandassociates.com/wp-content/uploads/2021/09/Quinlan-Associates-Cracking-the-Code.pdf)
• ● Spactacular: The Dawn of a New Era for SPACs (https://www.quinlanandassociates.com/wp-content/uploads/2021/12/Quinlan-Associates-Spactacular.pdf)
• ● Warehouse Automation: Industry Perspectives & the Path Ahead (https://www.quinlanandassociates.com/wp-content/uploads/2021/11/Quinlan-Associates-Perspectives-on-the-Warehouse-Automation-industry.pdf)

Sep 2020 – Apr 2021 · 7 mos

• PROJECTS -
• ● InsurTech: Created an M&A strategy for an InsurTech company looking to acquire a WealthTech firm, resulting in revenue impact of USD 50 million (Project Lead)
• ● AI Start-up: Designed a white-label investor pitch deck for an artificial intelligence (AI)-based emotional analytics start-up, looking to raise $1.3 million (Project Lead)
• ● Exchange: Reviewed the pricing strategy for a Malaysian securities exchange, across 7 different product and service fees, in terms of fee level and pricing model, including competitive benchmarking
• ● Payments: Reviewed the business model of an African cross-border payments firm, across value chain, client mix, products / services, service channels, currency and market coverage, including benchmarking against 6 industry player groups
• ● NBFI: Conducted a corporate strategy review for a Southeast Asian FinTech unicorn in the B2C credit lending industry
• REPORTS -
• ● Branching Off: The Outlook for Hong Kong’s Virtual Banks (https://www.quinlanandassociates.com/wp-content/uploads/2021/03/Quinlan-Associates-Branching-Off.pdf)
• ● Time To (Ex)change: The Evolution of Stock Exchanges from Trading Venues to Data Providers (https://www.quinlanandassociates.com/wp-content/uploads/2020/11/Quinlan-Associates-Time-To-Exchange.pdf)
• ● End of the Opt-In Era: Hong Kong’s Clampdown on Virtual Asset Trading Platforms (https://www.quinlanandassociates.com/wp-content/uploads/2020/11/End-of-the-Opt-In-Era.pdf)