Phil Watson

is a recognised as a Wealth Management visionary, and leader who has expertly navigated the intersection of investments and technology. With over 25 years financial experience, Phil has played a pivotal role shaping global investment strategies for ultra-high-net-worth investors. His experience spans several MD leadership roles at a Fortune 50 company. Today, Phil serves as Chief Investment Officer for a family office, managing the end-to-end investment process, from platform & strategy development to client engagement. And as Founder and CEO of Lightbox Wealth, he continues to push the boundaries of wealth management, offering smarter, more efficient solutions tailored to family office needs. His pioneering use of technology and big data has established him as a forward-thinking leader and he was named Best Global Digital Leader by Financial Times PWM in 2021.