Strategic Portfolio & Transformation Advisory

When strategy
needs to become
reality.

Senior advisory for financial institutions navigating complex change. Across Africa, Europe and the Middle East.

ZAR 5B+
Portfolio Managed
25+
Years Experience
12
Countries
500%
Benefits Uplift

Four ways I work
with organisations.

Senior advisory for institutions that need to move faster, govern better, and extract more value from their change investment.

01
Portfolio Governance & PMO Design
I bring order to complex portfolios. Governance frameworks, benefits realisation, and the reporting structures that give leadership real visibility.
PMO Design P3O Benefits Realisation Change Risk
02
Strategic Transformation Leadership
Senior leadership for your most demanding programmes. Separations, mergers, digital overhauls. I have run programmes at this scale and complexity.
Programme Leadership Separation / Merger Agile at Scale
03
Executive Advisory & Fractional Leadership
Senior strategic input without a permanent hire. Board and ExCo advisory, fractional portfolio leadership, or a trusted sounding board for major decisions.
Board Advisory Fractional COO Interim Leadership
04
AI for Portfolio & Programme Management
Practical guidance on where AI changes portfolio governance and where it doesn't. Currently developing a masterclass for PMO and change leaders.
AI Advisory Applied AI Masterclass Emerging Practice

Outcomes, not intentions.

25 years delivering results in the most demanding environments financial services offers.

ZAR 2.5B
Direct Benefits Delivered
283
Projects, Single Programme
500%
Benefits Realisation Uplift
50%
Reduction in Critical Incidents
12
Countries Operated Across
30+
Professionals Mentored
2020 – Present
Absa Group
Executive Head: Strategic Portfolio Management & Change Risk
ZAR 5B portfolio, 300+ initiatives. Rebuilt benefits framework delivering 500% uplift and ZAR 2.5B in direct returns.
2017 – 2020
Absa Group
Head of Planning & Design: Absa/Barclays Separation Programme
283 projects, 3,000+ milestones, ZAR 12B budget. Delivered on time and under budget.
2015 – 2017
Barclays Africa
Head of Change Strategy & Governance
ZAR 800M portfolio across 120 projects in 11 African countries.
2010 – 2015
Barclays Africa
Regional Head: Strategic Change / Head IT Service Manager
IT service delivery across 13 banks in 12 countries. Reduced high-severity incidents by 50%.
2007 – 2010
Standard Bank
Senior Programme Manager: Corporate & Investment Bank
Murex FX upgrade, High Availability DR, and Calypso trading integration across 30 Treasury systems.

Hard-won perspectives.

25 years at the coalface of financial services transformation. And an active student of what AI is beginning to change.

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

25 years in financial services - not as an observer, but as the person accountable for making things work. I have governed technology across 13 banks, led change portfolios across 11 African countries, and orchestrated the complete separation of two major banking institutions.

The hardest problems in transformation are not technical - they are organisational. The right governance, the right decision-making forums, the right frameworks for realising value: these are what separate programmes that deliver from those that don't.

Outside of work I am husband to Tamsin and father to Cruz and Zac. I play padel three or four times a week and find genuine parallels between high performance on the court and in the workplace. I serve on the board of Crossroads Remedial School and mentor through The Mentoring Club and The Mentorship Challenge.

Global Availability
Based in Johannesburg. Dual SA and EU national - no visa friction across European or African markets. Available remotely worldwide and on-site across Africa, Europe and the Middle East.

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. 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.
Willie van Zyl
Willie van Zyl
Chief Separation Officer, Absa Group
Carlo worked for me managing the governance of a large technology and business change programme across 12 markets in Africa. Honest, open and engaging, with a detailed grasp of change methodologies and strong technical knowledge. He has repeatedly demonstrated reliability, integrity and professionalism. I recommend him highly.
Jamie Loden
Jamie Loden
Financial Services Executive
Carlo is a highly capable project and programme manager who delivers to high time and quality standards. He has an entrepreneurial streak - constantly seeking not just efficiency gains but new opportunities to improve performance. I have worked with Carlo and rated his work very highly across a diverse portfolio of cross-regional 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. If you are facing a complex transformation challenge, I would be glad to talk.

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

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