Programme Meridian embeds senior contract programme directors inside the world's most demanding financial institutions. We take charge of front-office portfolio management, portfolio construction, risk management and treasury desk operations — restoring governance, removing blockers and delivering the outcome. Three decades of practice across global asset management, investment banking, fintech and digital banking.
鼎峰为全球要求最严苛的金融机构派驻资深合约项目总监。我们主导前台投资组合管理、投资组合构建、风险管理及资金交易台运营——重塑治理、清除障碍、交付成果。依托三十年全球资产管理、投资银行、金融科技及数字银行实战经验。
We exist for one reason: financial institutions frequently need senior programme leadership for a critical initiative — without a permanent hire.
我们的存在只有一个理由：金融机构在关键项目上，往往需要资深的项目群领导力，而无需永久聘用。
Programme Meridian embeds a senior programme director with your business sponsors, technology teams, vendors and offshore groups. We convert complex strategic objectives — regulatory change, platform modernisation, portfolio and risk transformation — into governed, running programmes with measurable outcomes.
鼎峰为您的业务发起人、技术团队、供应商及离岸团队配置资深项目总监。我们将复杂的战略目标——合规变革、平台现代化、投资组合与风险管理转型——转化为治理规范、持续运行、成果可衡量的项目。
Our practice is led by Kenneth C. Y. Fong, a senior business and technology executive whose career spans HSBC Global Asset Management, Credit Suisse, UBS Wealth Management, an AI-driven fintech venture and digital banking delivery. The projects shown here are programmes he and the practice have led across Hong Kong, Mainland China, Singapore and the wider region.
本顾问公司由资深业务与技术高管方俊源先生主理。他的职业生涯横跨汇丰全球资产管理、瑞士信贷、瑞银财富管理、AI金融科技创业及数字银行交付。本页所列项目，均为其团队在香港、中国内地、新加坡及更广泛地区主导的项目。
Investment and trading operations across equities, fixed income and multi-asset — order management, trade execution and front-office platform leadership.
股票、定息及多资产的投资与交易运营——订单管理、交易执行及前台平台领导。
Investment process design, rebalancing, modelling and performance analytics — including Charles River IMS as the strategic platform.
投资流程设计、再平衡、建模与绩效分析——包括以Charles River IMS作为战略平台。
Market risk, credit risk and product control — valuation controls, P&L processes, risk reporting and conduct-driven change.
市场风险、信用风险及产品控制——估值监控、损益流程、风险报告及行为合规变革。
A recent focus: treasury desk operations, risk management and the financial products they handle — onboarding, governance and operating models.
近期重点：资金交易台运营、风险管理及其所处理的金融产品——产品上线、治理与运营模式。
The most valuable work today is not another isolated system — it is connecting portfolio construction, risk monitoring and treasury/desk operations into one governed flow. We use AI to remove the manual hand-offs between them, with a practitioner's understanding of the financial products involved.
当今最有价值的工作不是再造一个孤立的系统，而是将投资组合构建、风险监控与资金交易台运营打通为一条受治理的流程。我们运用AI消除其间的人工交接，并以从业者的视角理解所涉及的金融产品。
Engagements are typically 3–12 months. We embed a senior programme director and hand back a running programme — not a slide deck.
委托周期通常为3–12个月。我们配置资深项目总监，并向您移交一个持续运行的项目，而非一份幻灯片。
Step in when a critical programme lacks a credible leader. Restores governance, sponsor alignment and delivery cadence across APAC business, technology, vendors and offshore teams.
在关键项目缺少可靠领导者时介入。在亚太业务、技术、供应商及离岸团队之间恢复治理、发起人对齐与交付节奏。
Regional lead on MiFID II and Dodd-Frank operational and technology readiness. Delivers compliance-driven change with cost-benefit cases and senior-management buy-in.
作为MiFID II及Dodd-Frank运营与技术就绪的区域负责人。以成本效益分析和高管支持交付合规驱动的变革。
Led front-office technology strategy across equities, fixed income and multi-asset. Delivered the Charles River IMS as the strategic order-management and trading platform.
主导股票、定息及多资产的前台技术战略。交付Charles River IMS作为战略订单管理与交易平台。
Pre-sales and delivery for digital banking, eKYC, e-wallet, wealth and asset management. Runs client workshops, solution design and investment business cases.
为数字银行、eKYC、电子钱包、财富及资产管理提供售前与交付。主持客户研讨会、方案设计与投资商业论证。
Established an offshore development centre in Singapore and managed onshore/offshore delivery groups. Runs HK–China–Singapore vendor and consultant communities without drift.
曾在新加坡建立离岸开发中心，并管理在岸/离岸交付团队。严谨管理香港—中国—新加坡的供应商与顾问网络。
Co-founded an AI trading-bot venture. Writes business plans, product specs and investment proposals to take a fintech or AI proposition from concept to funded, regulated delivery.
曾联合创立AI交易机器人公司。撰写商业计划、产品规格与投资提案，推动金融科技或AI产品从概念走向融资与合规交付。
Programmes the practice has led across global asset management, investment banking, wealth management and fintech — delivered on time, governed and measurable. In line with consultancy convention, client names are shown in anonymised form; named references and senior-management testimonials are available on request.
本顾问团队在全球资产管理、投资银行、财富管理及金融科技领域主导的项目——按时交付、治理规范、成果可衡量。按咨询行业惯例，客户名称以匿名方式呈现；如需实名推荐及高管证言，可应要求提供。
Regional implementation of MiFID II and Dodd-Frank across operational and technology functions, with conduct considerations embedded.
在运营与技术职能中区域性实施MiFID II及Dodd-Frank，并将行为合规考量纳入其中。
Implemented Charles River Investment Management System as the strategic order-management and trading platform across APAC.
在亚太区实施Charles River投资管理系统，作为战略订单管理与交易平台。
Project advisory and delivery management, coordinating internal stakeholders, vendors and external consultants.
提供项目咨询与交付管理，协调内部利益相关方、供应商及外部顾问。
Led credit-risk, market-risk and product-control platforms supporting risk reporting, valuation controls and P&L processes.
主导信用风险、市场风险及产品控制平台，支撑风险报告、估值监控与损益流程。
Established and ran an offshore development centre to support global system enhancements, managing onshore and offshore teams.
建立并运营离岸开发中心，支撑全球系统增强，管理在岸与离岸团队。
Co-founded and led an AI-driven fintech venture: vision, product roadmap, regulatory positioning, governance and funding.
联合创立并主理AI金融科技公司：愿景、产品路线、监管定位、治理与融资。
Leads project delivery and pre-sales across wealth, asset management, eKYC, e-wallet and e-banking propositions.
主导财富、资产管理、eKYC、电子钱包及电子银行业务的项目交付与售前。
Recent programme work on treasury desk operations, risk management and the financial products the desks handle.
近期项目聚焦资金交易台运营、风险管理及交易台处理的金融产品。
Led regional business-process improvement, raising operational efficiency, governance discipline and compliance readiness.
主导区域业务流程改进，提升运营效率、治理纪律与合规就绪度。
Senior programme director embedded with your teams for the duration of the initiative. Pause or end with notice.
资深项目总监在项目期间驻场。可按通知暂停或结束。
A defined outcome — regulatory readiness, platform go-live, programme rescue — scoped and priced up front.
明确的交付成果——合规就绪、平台上线、项目救援——事前界定范围与价格。
Solution architecture, client workshops, proposals and investment business cases — for fintech and digital banking firms.
为金融科技及数字银行企业提供方案架构、客户研讨会、提案与投资商业论证。
The exchanges below illustrate the questions clients bring — on programmes, systems and commercial decisions — and how a senior contract programme director responds.
以下对话呈现了客户在项目、系统及商业决策上的典型问题，以及资深合约项目总监如何回应。
Answers to the common questions about engaging a contract programme director to run a banking modernisation.
关于聘请合约项目总监来主导银行现代化项目，最常见问题的解答。
Tell us where the programme stands today and what "good" looks like in 90 days. We will tell you honestly whether we can help, then propose a scoped contract — with a clear rate, start date and exit plan. No lengthy sales process, no obligation.
请告诉我们项目目前的状况，以及90天后"理想状态"是什么。我们会坦诚告知是否能够协助，并提出范围明确的合约——含清晰的费率、启动日期及退出安排。无需冗长的销售流程，亦无任何义务。