Phil Watson
CEO (CIO) | Lightbox Wealth (Mondrian Associates)
25 years Financial experience including >20yrs experience in Wealth Management. Managing Director and C- suite roles. Harnessing the power of people, process and platform.
Deep knowledge of the Investments management space where he has spent most of his career. Responsible for the development of the Global Investment Lab at a Top 5 leading Wealth manager – a leading analytics and advisory function where his team designed, developed and implemented bespoke investment solutions for clients globally across US, LatAM, AP and EMEA. Including >1000 Family offices. Part of the Global Investment Committee at Citi for over 10 years - responsible for setting the investment strategies at Citi . And voter on the Managed accounts committee for assets > $100bn.
Passionate about progress, Phil is recognised as a Pioneer and Visionary in Wealth. Having implemented new tools and technologies from scalable Portfolio Analytics Tools to Big data systems to AI products. And was voted by FT PWM as Best Global Digital Leader in 2021 whilst Chief Innovation officer for Citi Wealth. He has deep Expertise in the Wealth Management Technology and their application. And is a keen AI enthusiast and senior lecturer of AI for industry professionals. At his prior company, Phils team earnt FT PWM Best Bank for Big Data & AI.
Believes that company fortunes can be significantly improved by delivering platforms that improve lives. Self- professed believer in helping people achieve their true potential
Married with 2 children. Enjoys Sports, Music, Travel enthusiast
25 years Financial experience including >20yrs experience in Wealth Management. Managing Director and C- suite roles. Harnessing the power of people, process and platform.
Deep knowledge of the Investments management space where he has spent most of his career. Responsible for the development of the Global Investment Lab at a Top 5 leading Wealth manager – a leading analytics and advisory function where his team designed, developed and implemented bespoke investment solutions for clients globally across US, LatAM, AP and EMEA. Including >1000 Family offices. Part of the Global Investment Committee at Citi for over 10 years - responsible for setting the investment strategies at Citi . And voter on the Managed accounts committee for assets > $100bn.
Passionate about progress, Phil is recognised as a Pioneer and Visionary in Wealth. Having implemented new tools and technologies from scalable Portfolio Analytics Tools to Big data systems to AI products. And was voted by FT PWM as Best Global Digital Leader in 2021 whilst Chief Innovation officer for Citi Wealth. He has deep Expertise in the Wealth Management Technology and their application. And is a keen AI enthusiast and senior lecturer of AI for industry professionals. At his prior company, Phils team earnt FT PWM Best Bank for Big Data & AI.
Believes that company fortunes can be significantly improved by delivering platforms that improve lives. Self- professed believer in helping people achieve their true potential
Married with 2 children. Enjoys Sports, Music, Travel enthusiast
Panel Discussion: Secure By Design: Implementing Resilient Data Infrastructures for Fintech
In an era where digital transactions are the lifeblood of the financial industry, fintech businesses must prioritize building and maintaining robust data infrastructures. This session will delve into the critical importance of adopting the right security measures to protect both the organization and its customers. Attendees will explore the challenges and best practices in creating resilient systems that safeguard sensitive information, ensuring trust and stability in an increasingly volatile cyber landscape.
24° TRENDS
Day 2
Panel: Beautifying Financial Services: Innovating CX and Customer Engagement in the Financial Services Industry
Fintech solutions are evolving to enhance customer engagement. In this session, we will investigate how Fintech’s and financial institutions are creating data-driven personalised experiences. Moreover, we will discover how innovative Fintech’s are utilising immersive technologies such as: gamification, app push notifications, dynamic data displays, charts, graphs, QR-code based payment systems, recommended actions and voice enabled services, to increase engagement and help users progress towards achieving their personal financial goals.
24° TRENDS
Day 3
partners
