I have spent 20+ years leading data governance and transformation programmes in demanding regulated environments, in finance, insurance and pharma: UBS, Société Générale, AxiomSL, Allianz and Roche. My work covers the full DAMA-DMBOK spectrum, from strategy and governance to architecture, modelling, quality, integration, metadata and security. Everything on this page is real work I delivered, sanitised and organised by theme, so you can judge the thinking as well as the result.
For each theme I show something I actually built, and where I built it. Real work, not slideware.
DAMA-DMBOK is the Data Management Body of Knowledge published by DAMA International, the globally recognised professional reference for data management and governance. It defines the disciplines every data organisation needs, from governance and quality to architecture, modeling, integration, metadata and security, and how they fit together.
I structure my work around it because, in my experience, it is the most complete and practical framework for governing and managing enterprise data. This portfolio is organised around seven of its knowledge areas, the ones where I go deepest.
Operating model, RACI, policy, Terms of Reference, KPI scorecards.
Harvester, catalog register and golden-record SQL.
Rules library, profiling, scorecard and two-view dashboard.
Architecture principles, ADR template, layered model.
Data contracts (ODCS), FpML exchange, OpenMetadata.
Classification policy, controls, RBAC access matrix.
Dimensional DDL with SCD2 + naming standards.
Live DQ scorecard below, plus three data tools I built.
Open any theme and you'll see the idea, where I delivered it, and the file itself, yours to download. Everything is sanitised: real deliverables with client-specific details removed.
Governance fails when it stays on a slide, so I make it operational. I set up the operating model (owners, stewards, custodians and a council) with an activity-level RACI, so every decision has a name against it. The rules live in a data governance policy, and each governing body is chartered with a Terms of Reference that fixes its mandate, membership and authority. Then I make it measurable: a Council KPI scorecard for the strategic enterprise view, and working-group KPIs for the operational data quality that feeds it. A maturity assessment shows where to invest next.
At UBS I built the APAC Wealth Management data governance framework from scratch across 12 markets: the operating model, the accountable roles, and a Data Council I chaired that drove 50+ data-quality and remediation items to closure. At UBS Group Finance I then stood up the Information Security & Records Management function from scratch in 6 months.
The Data Governance Council is the enterprise authority for data governance. It sets direction, approves policy and standards, and holds the organisation accountable for the quality, protection and value of its data.
Chair: Chief Data Officer. Members: Data Owners (Customer, Finance, Risk, Product), Head of Data Quality, Data Protection Officer, Head of Data Architecture and the IT Data Custodian.
The Council meets monthly. Quorum is the Chair plus at least half of the members. Decisions are taken by consensus; where consensus is not reached, the Chair holds the deciding vote…
Trustworthy data starts with one agreed version of the truth, and that is where I focus most here: master and reference data. I build the golden record for core entities such as customer, clean and match duplicates so the business gets a single trusted view, and standardise reference data (at Société Générale, on the FpML standard) so codes and products mean the same thing everywhere. Around that I set up the business glossary and a data catalog, so every critical term has an agreed definition and a named owner. Done well, this is what lets regulatory and finance reporting rely on the numbers.
At Société Générale I standardised reference data on the FpML standard across investment-banking silos. At UBS I built client master data across 12 APAC markets: one golden record per client, fewer duplicates and a single trusted view, with the governed business glossary and data catalog behind it, so regulatory and finance reporting could trust the numbers.
My approach to data quality is end to end, and I own the framework rather than the code. I start by profiling the data to understand what is really in it (volumes, gaps, ranges), then define the rules in a rules library: each business rule, across the six dimensions (completeness, uniqueness, validity, consistency, timeliness, accuracy), is paired with a technical check that carries a severity and a threshold. Those checks run in a data quality tool (Collibra Data Quality), which holds the failing rows for the stewards to fix and rolls everything into a weighted DQ scorecard. Finally I publish a dashboard in two views, because the audiences are different: a business view answers "can we trust this data?", while a Data Engineering view shows which checks fail, on which tables, and what is past its freshness SLA. Same numbers, read two ways.
Through the UBS APAC WM Data Council I ran the data-quality and client-data remediation programme that lifted client data to audit-ready quality and supported regulatory audits across 12 markets.
| Rule | Dimension | Severity | Pass | Status |
|---|---|---|---|---|
| DQ001 customer_id not null | Completeness | Critical | 99.8% | |
| DQ003 customer_id unique | Uniqueness | Critical | 100% | |
| DQ004 email valid format | Validity | High | 98.7% | |
| DQ008 load within SLA | Timeliness | High | 97.0% | |
| DQ002 address completeness | Completeness | High | 96.4% |
| Column | Filled | Missing | Distinct | Finding |
|---|---|---|---|---|
| customer_id | 9 / 10 | 1 | 8 | 1 duplicate (C004) |
| 9 / 10 | 1 | 9 | 2 invalid formats | |
| country_code | 10 / 10 | 0 | 7 | 1 not on allowed list |
| created / updated | 10 / 10 | 0 | · | 1 updated before created |
Good data architecture is a small set of principles applied consistently, and decisions you can still explain a year later. I design the target architecture as a layered platform (sources, ingestion, curated, serving, consumption) with governance, security and metadata as cross-cutting concerns, set the standards the delivery teams build to, and record every significant choice as an Architecture Decision Record (ADR). I have also built the warehouse and BI end of that platform, from data warehouse and datamarts through to the reporting layer.
At Société Générale I led 6 architects, set the architecture standards and delivered investment-banking data solutions, including FpML normalisation across silos. At UBS my SAP-versus-Oracle assessment informed a major Group Finance platform investment. Earlier, at Roche, I built the enterprise data warehouse, datamarts and Business Objects dashboards.
This document sets the architecture principles that govern how data solutions are designed, and provides the Architecture Decision Record (ADR) template used to capture significant decisions with their rationale and consequences.
Most of my integration work is the regulatory reporting data supply chain: ingest raw data, transform and enrich it, build the data models, then produce the regulatory returns (Basel and COREP/FINREP, liquidity, and APAC regulators), with traceability from source to submitted return. Where data crosses teams or firms, I make the interface an explicit agreement: a data contract that fixes schema, semantics, quality and ownership, expressed in the Open Data Contract Standard (ODCS), and an open exchange standard like FpML so a product or counterparty means the same thing everywhere. I have also run post-merger integration, reconciling Credit Suisse and UBS data across two legacy environments. More recently I have worked hands-on in OpenMetadata, cataloguing assets, defining a business glossary term and authoring a data contract.
At AxiomSL (Nasdaq) I delivered 8+ end-to-end regulatory reporting programmes for Deutsche Bank, Macquarie, Credit Suisse and UBS: ingest, transform and enrich, build the data models, and produce the returns for Basel (COREP/FINREP), liquidity and APAC regulators. At UBS Group Finance I then ran the post-merger integration of Credit Suisse data, reconciling across both legacy environments with no continuity gaps.
# Open Data Contract Standard: the interface, agreed apiVersion: v3.1.0 kind: DataContract id: customer-master-apac schema: - name: customer properties: - { name: customer_id, required: true, unique: true } quality: - { property: customer_id, rule: completeness, mustBe: 100 } slaProperties: - { property: freshness, value: 24, unit: hours }
Protection should match sensitivity, no more and no less. I run a four-level data classification with cumulative controls (access, encryption, masking, logging, retention) and govern access through an RBAC matrix reviewed quarterly against joiner, mover and leaver events. As a statutory Data Protection Officer I have built the privacy operation too: the DPO office, breach notification, privacy impact assessments, data-subject requests, and staff training and guidance, including special-category health data during the COVID period. It is grounded in GDPR, Swiss FADP and APAC privacy law, and in my CIPP/E and CIPP/A certifications.
As APAC Data Protection Officer I managed data protection across all 12 APAC jurisdictions, and I was the statutory DPO for Singapore, New Zealand and South Korea. I set up the DPO office and ran breach notification, privacy impact assessments, data-subject requests and staff training, including guidance on special-category health data during COVID. At UBS Group Finance I also stood up the Information Security & Records Management function from scratch in 6 months. CIPP/E & CIPP/A certified in GDPR, Swiss FADP and APAC privacy law.
| Role | Public | Internal | Confidential | Restricted |
|---|---|---|---|---|
| Data Owner | ✓ | ✓ | ✓ | ✓ approves |
| Data Steward | ✓ | ✓ | ✓ | ✗ |
| Business Analyst | ✓ | ✓ | masked | ✗ |
| External Partner | ✓ | ✗ | ✗ | ✗ |
A good data model is its own documentation, and I work the full range. I build enterprise and conceptual models for a domain (Risk and Finance, for example), then design relational databases end to end from conceptual to logical to physical, choosing the right shape for the workload: normalised models for OLTP systems and dimensional star schemas for OLAP reporting. I apply strict conventions (surrogate keys, conformed dimensions, explicit grain, SCD Type 2 history, lineage) and embed a data section as a standard in every business and technical specification, so data design is part of delivery, not an afterthought.
At Société Générale I built the enterprise data model for Risk & Finance, adopted across teams, and made a data section a standard part of every business and technical specification. I started at Allianz modelling the insurance domain (policy, claims, customer) from logical to physical design, with a maintained data dictionary. Over 20+ years I have modelled across conceptual, logical and physical layers and OLTP and OLAP, in PowerDesigner and ER/Studio.
-- Grain: one row per customer per version. History via eff_from / eff_to. CREATE TABLE dim_customer ( customer_sk BIGINT NOT NULL PRIMARY KEY, -- surrogate key customer_id VARCHAR(20) NOT NULL, -- natural key legal_name VARCHAR(200) NOT NULL, country_code CHAR(2) NOT NULL, -- ISO-3166 -- SCD Type 2 control columns eff_from TIMESTAMP NOT NULL, eff_to TIMESTAMP NOT NULL DEFAULT '9999-12-31', is_current BOOLEAN NOT NULL DEFAULT TRUE, record_source VARCHAR(30) NOT NULL -- lineage );
Beyond the work samples above, these are live self-assessment tools I designed and published. Try them.
Score your organisation's data maturity across governance, quality, architecture and analytics, and see where to focus next.
Open ↗Check whether your data foundations (infrastructure, governance, quality) are ready for AI, with practical next steps.
Open ↗For Chief Data Officers: find your leadership archetype, benchmark against peers, and get a 90-day action plan.
Open ↗dataedgepro.net is my site for sharing knowledge on data topics. I publish two things there: articles for data leaders, and labs where you build something real yourself.
My blog for Chief Data Officers and data leaders: data strategy, best practices and what is actually happening in data management. I write from practice, about the same questions I deal with in the field.
Read the articles ↗Build-it-yourself tutorials on modern data tools and governance. Each lab takes you from zero to a working deliverable, and shows how to think about governance, not just how to click. First lab: deploy OpenMetadata with Docker, ingest a real database and lay the first bricks of governance. Free.
Enter the measured % pass for each rule. The overall score is severity-weighted (critical ×3, high ×2, medium ×1) and banded RAG, exactly as the Excel scorecard computes it.
| Rule | Dimension | Severity | Weight | % Pass |
|---|
If you're hiring for a senior data leadership role, I'd be glad to connect. The quickest way to reach me is LinkedIn.
Zurich · Open to hybrid · French (EU), B permit · French, English, German