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Phil Watson Email & Phone Number
Founder, Chief Executive Officer
at
Lightbox Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder, Chief Executive Officer
Location
Royal Tunbridge Wells, England, United Kingdom
Company size
Who is Phil Watson? Overview
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Quick answer
Phil Watson is listed as Founder, Chief Executive Officer at Lightbox Wealth, a company with 6 employees, based in Royal Tunbridge Wells, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Phil Watson.
Phil Watson previously worked as Chief Investment Officer at Mondrian Associates and Managing Director. Head, Platform Development & Innovation at Citi. Phil Watson holds Economics & French from University Of Leeds.
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Email format at Lightbox Wealth
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Lightbox Wealth
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Profile bio
About Phil Watson
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
Current workplace
Phil Watson's current company
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Lightbox Wealth
10 roles
Phil Watson work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
As 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.
Founder, Chief Executive Officer
We 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.
Managing Director. Head, Platform Development & Innovation
Driving 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
Jun 2021 - Mar 2024
Managing Director. Head, Global Investments Lab
Developing 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.
Oct 2012 - Jun 2021
Director. Iaag Head Investments Advisory Group
EMEA Head, Private Bank Investments. Developed end to end Investment proposal generation Technology
Feb 2007 - Sep 2012
Vp. Investments Analyst Private Bank
Oct 2003 - Aug 2012
Mar 2000 - Oct 2003
Managing Director. Chief Innovation Officer
Citi Private Bank
"Bringing the Outside in and the inside out". Developed 10x program, client events, Internal culture including professional development, decisioning, and recognition. Introduced emerging tech.
Sep 2018 - Jun 2021
Customer Service Representative
Formerly Woolwich Bank. Customer facing. Retail product mgmt & sales.
Jul 1999 - Nov 1999
2 education records
Phil Watson education
Economics & French
FAQ
Frequently asked questions about Phil Watson
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What company does Phil Watson work for?
Phil Watson works for Lightbox Wealth.
What is Phil Watson's role at Lightbox Wealth?
Phil Watson is listed as Founder, Chief Executive Officer at Lightbox Wealth.
Where is Phil Watson based?
Phil Watson is based in Royal Tunbridge Wells, England, United Kingdom while working with Lightbox Wealth.
What companies has Phil Watson worked for?
Phil Watson has worked for Lightbox Wealth, Mondrian Associates, Citi, Citi Private Bank, and Barclays.
How can I contact Phil Watson?
You can use AeroLeads to view verified contact signals for Phil Watson at Lightbox Wealth, including work email, phone, and LinkedIn data when available.
What schools did Phil Watson attend?
Phil Watson holds Economics & French from University Of Leeds.
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