Chung Yu Alex Chen
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WealthNet

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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.

 
 

Client—Fidelity Family Office Service
Design at—Method 
Project Type—Product Design, Concept & Vision
Duration: 6 week, November–December 2017

Team—
Nirmal (Nim) Deshpande, Lead Strategist
Chris Macdonald, Project Manager
David Mayman, Lead Interaction Designer
Chung Yu Alex Chen, Visual Designer

Illustration—
Michael Andersen, Senior Visual Designer
Chung Yu Alex Chen, Visual Designer

 

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Work of Method Inc San Francisco Office
Client—Fidelity Family Office Service
Team—Lead Strategist, Nirmal (Nim) Deshpande. Project Manager,Chris Macdonald. Lead Interaction Designer, David Mayman. Visual Designer, Chung Yu Alex Chen.
Illustrations—Michael Andersen, Chung Yu Alex Chen.
Roles—Creating the brand and product UI visual system, designing the wireframe, applying visual to the product design.