Project & Programme Delivery — UK Financial Services
Chris
Patten-Walker
Senior Project Manager
I deliver regulatory, compliance and platform change programmes in UK financial services.
Fifteen years across wealth and asset management, investment banking and retail banking — running the client side of complex, regulated change.
Available now for contract engagements
What I deliver
Four kinds of programme
Regulatory & compliance
AML, financial crime and compliance platform change, delivered against risk and regulatory frameworks with the evidence trail auditors expect.
Data migration & governance
Moving records between systems where the data is personal, regulated, or both — cleansing, mapping, reconciliation and the sign-offs that go with them.
Platform migration & consolidation
Taking a business off a legacy estate and onto a single target platform, including HR consolidation from SuccessFactors to Workday.
Client & wealth platforms
Digital client platforms, suitability, custody and settlement change — upgrade strategy through to testing, cutover and adoption.
Regulatory control point
Background
Where I have worked
Most recently at RBC Brewin Dolphin, running compliance data integration and, before that, the international HR platform migration. Earlier, delivery roles in wealth management platform change and, further back, programme work inside global investment banks.
I work client side. On vendor-led programmes that means owning scope, sequencing, data quality and the governance evidence, while the implementation partner owns the build.
- RBC Brewin Dolphin
- Deutsche Bank
- BlackRock
- Credit Suisse
- Merrill Lynch
- JP Morgan
- HSBC Investment Bank
- Royal Bank of Scotland
Financial Services Delivery
A short series on how these programmes actually run
Contact