Edward Notley

About

I lead operating model, regulatory change and process improvement work in regulated corporate services. My current programme brings nine offices across Europe, Asia, Latin America and the Caribbean onto one way of working. We map core revenue processes end to end and improve them through technology, process and automation.

My background is more than ten years in IT infrastructure, so I'm comfortable in the technical detail. I enjoy the regulatory side and the problem-solving that comes with it.

9offices in a global operating model programme

~80%faster client turnaround on a core service

10,000+tickets migrated to a new platform with zero data loss

Experience

May 2022 – present

Project Manager / Business Analyst

Ascentium Fiduciary (formerly Harneys Fiduciary)

Global operating model programme (Project Lead): redesigning how core revenue processes run across nine offices, with team, process, system and automation changes.
IT rebrand to Ascentium (Project Lead): domains, email, applications, websites and communication to the business.
Regulatory change, BVI and Cayman (Project Lead): beneficial ownership verification, client-facing data capture and RPA-automated regulatory reporting.
Ticketing platform migration (Project Lead): bespoke .NET system replacing ServiceNow, with 10,000+ tickets migrated and no data lost.
Built AI and automation tools in Python and C#, including an AI-assisted bank transfer settlement tool and a client accounting solution that saved a full-time role.

Oct 2018 – May 2022

IT Infrastructure Engineer

Harney, Westwood & Riegels

Technical lead for email classification (Egress) and the core finance system migration.
Email security hardening (Mimecast), global endpoint standardisation (MDT) and a SQL access review.

Nov 2014 – Oct 2018

Network Engineer

Birketts LLP

Office relocations, a Cisco VoIP rollout for 500+ users across 6 offices, and an antivirus platform replacement.

Earlier: IT support and systems roles at FCB Inferno and Birketts LLP (2011 – 2014).

Projects

At work

AI settlement assistant

Reads bank transfer details from PDFs, uses an LLM to structure the data, and lets users settle invoices into the CRM through a simple web front end.

PythonOpenAI APIREST APIs

Regulatory reporting automation

An RPA tool for bulk-uploading regulatory data, replacing manual entry against strict filing deadlines.

RPAC#Regulatory change

Ticketing platform migration

Made the case for a bespoke .NET service desk over off-the-shelf software, managed the vendor through the build, and migrated 10,000+ tickets from ServiceNow with zero data loss.

.NETData migrationVendor management

Client accounting solution

Delivered a client accounting tool that removed a manual process and saved a full-time role.

AutomationProcess improvement

Personal

Home assistant built on Claude

A personal AI assistant on top of Home Assistant: it answers questions about the house, calendar and bins, and runs automations by chat.

Anthropic ClaudeHome AssistantTelegram

Paperless home office

A self-hosted document system that imports bills and receipts from email, files them automatically and makes everything searchable, with nightly encrypted backups.

Self-hostingAutomationDocker

Local AI benchmarking

Tested open-source models running on my own hardware against a cloud model on real household questions, to see what could move fully local for privacy and what still falls short.

OllamaPythonEvaluation

3D house planner

A browser-based 3D model of my home, traced from the floor plan, for planning furniture layouts and as the basis for a future smart-home dashboard.

Three.jsJavaScript