Phil Watson Email and Phone Number
Living for tomorrow. Making best practice inevitable and bad practice impossibleAs a domain expert and practitioner who has sat at the cross section of client investment advice and innovative technologies, I'm passionate about improving wealth management practices. And providing unparalleled client experiences. 25 years+ Financial Industry Experience. 20 years + Wealth Management Expert & Leader. Former MD at Citi. Innovation / Transformation / Change Management / Solutioning. Voted FT PWM Digital Leader of Year 2021 Extensive Experience working in a large & complex organisations including;* Extensive Product Knowledge * Client Facing experience* Application of Emerging Technologies (incl. AI)* Application of Data & Analytics * Business sided Technology Innovation * Leading Global multi- jurisdictional teams * Partnerships. "Bringing the best of the outside in".. Partnership - Big Enterprise and Fintech Integration
Mondrian Associates
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Chief Investment OfficerMondrian Associates Jun 2024 - PresentLondon Area, United KingdomAs Chief Investment Officer at the family office, I oversee all aspects of the development and delivery of the investment platform to our clients. This includes investment strategy development and decision making processes, the implementation of investment policies, conducting thorough research on investment opportunities, and managing relationships with external managers and service providers. Additionally, I drive technology initiatives to enhance efficiency, drive digital transformation projects, and foster a culture of growth and innovation within the team.
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Founder, Chief Executive OfficerLightbox Wealth Apr 2024 - PresentLondon Area, United KingdomWe are re-imagining wealth at Lightbox Wealth, offering simpler, smarter, and safer ways to manage family office wealth. As CEO, I set the strategic direction, lead long-term planning, and ensure we exceed performance goals. I serve as the face of Lightbox Wealth, engaging with investors, clients and other stakeholders. My focus is on driving innovation, cultivating a forward-thinking culture, and ensuring profitability and sustainability while always prioritizing client relationships. -
Managing Director. Head, Platform Development & InnovationCiti Jun 2021 - Mar 2024Driving End to End Change. From Strategy to Execution. X Wealth Enterprise horizontal focused on delivering outcomes that improve the Client Experience, increase Advisor Productivity whilst managing Risk & Control. Transformation across Digital, Wealth Workstations, Trading & Order Management Systems, CRM, Portfolio Management, Data Analytics and Content -
Managing Director. Head, Global Investments LabCiti Oct 2012 - Jun 2021London, England, United KingdomDeveloping a leading and integrated Global Analytics and Advisory platform for Wealth (the Lab). Including development of differentiated Big data and AI capabilities. Multi asset solutions across Traditionals Alternatives, Capital markets, Sustainability solutions. Voting member of Global Investment Committee- defining asset allocation strategy for Private Bank
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Director. Iaag Head Investments Advisory GroupCiti Feb 2007 - Sep 2012London, England, United KingdomEMEA Head, Private Bank Investments. Developed end to end Investment proposal generation Technology
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Vp. Investments Analyst Private BankCiti Oct 2003 - Aug 2012London, England, United Kingdom
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Investment And Corporate Bank AnalystCiti Mar 2000 - Oct 2003London, England, United KingdomWarrants Trading, Equity Derivatives, Risk Management
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Managing Director. Chief Innovation OfficerCiti Private Bank Sep 2018 - Jun 2021London, England, United Kingdom"Bringing the Outside in and the inside out". Developed 10x program, client events, Internal culture including professional development, decisioning, and recognition. Introduced emerging tech.
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Customer Service RepresentativeBarclays Jul 1999 - Nov 1999London, England, United KingdomFormerly Woolwich Bank. Customer facing. Retail product mgmt & sales.
Phil Watson Education Details
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Economics & French
Frequently Asked Questions about Phil Watson
What company does Phil Watson work for?
Phil Watson works for Mondrian Associates
What is Phil Watson's role at the current company?
Phil Watson's current role is CEO | CIO | Wealth management Expert | Private Banking | Family Office Platform Development | Investment Advice | Innovation and growth leader | Technology and Data | AI.
What schools did Phil Watson attend?
Phil Watson attended University Of Leeds, The Chartered Institute For Securities & Investment (The Cisi).
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Phil Watson - Supporting Smes And Owner Managers Manage Their Teams Efficiently, Effectively And Legally!Lichfield -
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