Phil Watson

CEO, Co-Founder at Betteredge Capital

Speaker

Lightbox Wealth CEO and co-founder Phil Watson is an investment executive and entrepreneur focused on helping family offices, wealth managers, and institutional investors make better investment decisions through technology, governance, and data intelligence. Formerly a Managing Director at Citi, Phil held senior leadership roles spanning investment strategy, innovation, and client solutions, including serving as Global Head of the Investment Lab and Chief Innovation Officer within wealth management.

Phil now leads Lightbox Wealth, a firm dedicated to delivering “simpler, smarter, safer” investment decisioning capabilities through its Optimised-CIO platform. His work focuses on combining institutional-grade governance, portfolio analytics, AI, and decision architecture to support family offices and professional investors in navigating increasingly complex markets.

A regular speaker on wealth management, AI, and investment governance, Phil is passionate about transforming how investment organisations operate - moving from fragmented reporting toward proactive, intelligent decision environments.