Strategic Portfolio & Transformation Advisory

When strategy
needs to become
reality.

I help financial institutions govern complex change, realise the value of their investments, and build the capability to transform at pace - across borders, at scale, and under pressure. Including how to harness AI to do all three better.

ZAR 5B+
Portfolio Managed
25+
Years in Financial Services
12
Countries Operated In
500%
Benefits Realisation Uplift

Four ways I work
with organisations.

Senior advisory and consulting engagements for financial institutions that need to move faster, govern better, extract more value from their change investment - and increasingly, harness AI to do all three.

01
Portfolio Governance & PMO Design
You have a large, complex portfolio of change and you're not confident it's being managed as well as it could be. Governance is unclear, benefits aren't being tracked, and leadership doesn't have the visibility it needs. I design and implement the frameworks, forums, and reporting structures that bring order to complexity - drawing on experience managing 300+ concurrent strategic initiatives at the highest levels of a major pan-African banking group.
PMO Design P3O / P30 Benefits Realisation Change Risk Governance Frameworks
02
Strategic Transformation Leadership
You have a major programme - a separation, a merger, a digital overhaul, a regulatory response - that requires senior leadership with the experience to design it, the discipline to govern it, and the credibility to lead it across the organisation. I've run programmes of this scale and complexity. The Absa/Barclays separation - 283 projects, 3,000+ milestones, ZAR 12 billion budget - is a reference point for what I can bring to your most demanding transformation challenges.
Programme Leadership Separation / Merger Digital Transformation Agile at Scale
03
Executive Advisory & Fractional Leadership
You need senior strategic input without the cost or commitment of a permanent hire. Whether that's advising a board or ExCo on transformation strategy, providing fractional leadership of a portfolio or change function, or acting as a trusted senior sounding board during a period of significant change - I bring the depth of experience and candour that only comes from operating at principal level across two decades of complex, high-stakes financial services environments.
Board Advisory Fractional CTO/COO Interim Leadership C-Suite Counsel
04
AI for Portfolio & Programme Management
AI is beginning to change how portfolios are governed and programmes are run - but most organisations don't yet know where it adds genuine value and where it doesn't. Drawing on deep operational experience and active exploration of applied AI in portfolio governance, I help leadership teams understand the practical applications: from intelligent status synthesis and risk pattern recognition to AI-assisted decision-making frameworks. Currently developing a structured masterclass for PMO and change leaders.
AI Advisory PMO Enablement Applied AI Masterclass Emerging Practice

Outcomes, not intentions.

A career defined by delivering results in the most complex environments the African and global financial services industry offers.

2020 - Present
Leading Pan-African Banking Group
Executive Head: Strategic Portfolio Management & Change Risk
Oversaw a ZAR 5 billion portfolio of 300+ strategic initiatives. Rebuilt the benefits management framework from the ground up - delivering a 500% increase in benefits realisation and ZAR 2.5 billion in direct, attributable returns. Built five new change capabilities that transformed portfolio agility and decision quality.
2017 - 2020
Leading Pan-African Banking Group
Head of Planning & Design: Major Banking Separation Programme
Designed and orchestrated the planning architecture for one of the most complex financial services separations in African history. Coordinated 283 projects, 3,000+ milestones and 2,000+ resources against a ZAR 12 billion budget - delivered on time and under budget.
2013 - 2017
Barclays Africa Group
Head of Change Strategy & Governance / Regional Head: Strategic Change
Governed a ZAR 800 million change portfolio across 120 projects in 11 countries. Reduced delivery timelines by 25% through Agile transition. Mentored 30+ change professionals across the continent.
2010 - 2013
Barclays Africa Technology Centre
Head IT Service Manager
Managed IT service delivery for 13 banks across 12 countries. Reduced high-severity incidents by 50% through improved monitoring and governance frameworks.
2007 - 2010
Standard Bank of South Africa
Senior Programme Manager: Corporate & Investment Bank
Delivered Murex FX upgrade (ZAR 34M), High Availability Disaster Recovery (ZAR 17M, 6 months), and the Calypso trading system integration across 30 Treasury systems.
ZAR 2.5B
Direct Benefits Delivered
283
Projects - Single Programme
50%
Reduction in High-Severity Incidents
25%
Faster Delivery via Agile
12
Countries Operated Across
30+
Professionals Mentored

Hard-won perspectives.

Observations from 25 years at the coalface of financial services transformation - and an active student of what AI is beginning to change about the work.

The person behind
the practice.

Carlo Baptista
BSc (Hons) Digital Technology - Dublin Institute of Technology
Oxford Fintech Programme - Said Business School
IMD: Leading Digital Business Transformation & AI (2024)
Lean Portfolio Management - Scaled Agile
PRINCE2 Practitioner | P30 Foundation | LeSS Practitioner
Dual South African & EU National

I've spent 25 years in and around the most complex corners of financial services - not as an observer, but as the person accountable for making things work. I've governed technology infrastructure across 13 banks. I've led regional change portfolios across 11 African countries. I've orchestrated the complete separation of two major banking institutions. And I've built, from scratch, the governance frameworks that allowed one of Africa's largest banks to realise billions of rands in tangible strategic value.

What I've learned is that the hardest problems in financial services transformation are not technical - they're organisational. The right governance structures, the right decision-making forums, the right frameworks for managing risk and realising value: these are what separate programmes that deliver from those that don't. Increasingly, I'm also exploring how AI changes this equation - and where it genuinely helps versus where it creates noise. This is the work I'm built for.

Outside of work, I'm husband to Tamsin and father to Cruz and Zac. I play padel three or four times a week - more when work and the body allow for it. I love sport and think there are genuine parallels between high performance on the court and high performance in the workplace. I'm also a reader and a student of disruptive business models.

I serve on the board of Crossroads Remedial School in Johannesburg, and mentor through The Mentoring Club and The Mentorship Challenge.

Global Availability
Based in Johannesburg, South Africa. Dual South African and EU national - fully mobile across European and African markets without visa friction. Available for remote engagements globally, and for on-site or travel-intensive work in the UK, Ireland, continental Europe, the Middle East, and across Africa.

What those who've worked
alongside me say.

Carlo was instrumental in laying the foundation for a very successful programme. He has remarkable skills in project management, organisational change management, portfolio and value management. I have the highest regard for his integrity, work ethic, disciplined execution ability and his commercial acumen. He was a key contributor to our overall success in landing one of the most complex programmes of work in banking. A rare talent indeed.
Senior Executive
Major Banking Separation Programme
Carlo remains one of the most effective, seasoned, passionate and informed PMO leaders. He continues to study, read and invest in this subject matter. He is a highly skilled, hands-on leader with a strong track record of positioning, mentoring, and training individuals, resulting in significant improvement in their performance. His ability to deliver a hard message well from a performance perspective remains a standout skill.
Senior Colleague
Portfolio & Change Leadership
Carlo worked for me managing the governance of a large technology and business change programme across 12 markets in Africa. Honest, open and engaging, he has a detailed grasp of change methodologies combined with strong technical knowledge. Always prepared to go the extra mile to produce quality work, he has repeatedly demonstrated reliability, integrity and professionalism. I recommend him highly as someone who always adds value to the team.
Jamie Loden
Jamie Loden
Financial Services Executive
Carlo is a highly capable project and programme manager who delivers to high time and quality standards. In addition to good project management, he also has an entrepreneurial streak so that he is constantly seeking not just efficiency gains but also new revenue streams and opportunities in order to improve the performance of the company.
Andrew Bainbridge
Andrew Bainbridge
Global Head, Commercial Clients - Standard Chartered Bank
Carlo not only understands Project Management, but utilises the concepts thereof to implement projects within time, cost and quality. There is no unnecessary waste of time or money. One of the most important aspects of the arsenal of Carlo's talents is his communication - irrespective of who the stakeholder is, they are kept informed. I will work with Carlo anytime on any project.
Duncan D'Abreton
Duncan D'Abreton
Process Specialist - T-Systems South Africa
I have worked with Carlo and have rated his work very highly. He has delivered very well across a diverse portfolio of cross-regional, cross-product projects.
David Price
David Price
Chief Operating Officer - Barclays Africa

Let's have a
conversation.

I work with a small number of clients at a time, which means every engagement gets my full attention. If you're facing a complex transformation challenge and want to explore whether I'm the right person to help, I'd be glad to talk.

Based Johannesburg, South Africa
Available Remote globally · On-site Africa, Europe & Middle East

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