Redesigning an App for Thoughtful Wealth Management

from customer journey mapping to a UX vision for the team's next mobile app

Hero composition for the redesigned wealth management app showing a phone with the new vision concept

The client serves a discerning, high-net-worth audience. People who have built significant wealth and expect it to be managed at the highest level.

The product needed to reflect that. Not just clear and functional, but considered. An experience that feels as personal and quietly attentive as the service behind it, designed for customers whose expectations have been shaped by the rest of their lives.

Client

Confidential

Year

2026

My responsibilities

Led discovery and concept phase, Customer needs and pain point mapping across the investment journey, Identified key moments worth designing for, Shaped a UX vision for the internal team to build from

Additional Credits

Carolin Osthoff, Konradin Breyer, Louis Simon, Stan Reimgen, and many more.

Vision prototype screen showing the new direction for the wealth management app's portfolio overview

The work exists, it just can't live here. Most of what we made stays under NDA. If you're curious about the customer research, the journey mapping, or the vision itself, I'm happy to walk through it in a conversation.

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