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ABOUT US
Who Is Lightbox Wealth?
Lightbox Wealth builds governance infrastructure for investment leaders managing complex, multi‑asset portfolios. Our mission is to bring clarity, discipline, and explainable oversight to every investment decision — replacing fragmented workflows with a governed operating system.
Founded by practitioners with decades of experience across global institutions, Lightbox Wealth combines investment judgment, governance expertise, and advanced technology to support CIOs, Family Offices, Trustees, and boutique institutional firms.
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Lightbox was created in response to a structural problem faced by investment leaders:
strategy, policy, risk, and execution were disconnected.
Family Offices and institutional teams were forced to manage governance through spreadsheets, PDFs, and manual oversight, creating fragmentation, inconsistency, and operational risk.
We built Lightbox Wealth to close this gap.
By embedding governance logic directly into workflows, Lightbox Wealth enables investment organisations to operate with clarity, discipline, and confidence.
CHIEF EXECUTIVE OFFICER
Phil Watson
Vision & Industry Leadership
Recognised by the Financial Times PWM as a Global Digital Leader, Phil built the Global Investment Lab at a top-5 wealth manager, used by UHNW clients worldwide to power data-driven decisions. He now brings that institutional innovation to Lightbox Wealth — shaping how the next generation of Family Offices will operate.
CHIEF CLIENT OFFICER
LJ Klaver
Chief Client Officer
As Chief Client Officer, LJ is responsible for ensuring that every client relationship at Lightbox Wealth is built on trust, consistency and exceptional service. Acting as the voice of the client within the business, LJ oversees the entire client journey - from onboarding through to ongoing relationship management -ensuring every interaction at the company reflects our commitment to delivering a simpler, smarter and safer client experience. Working closely with advisers and clients at the centre of every relationship.
CHIEF ANALYTICS OFFICER
Alfonso Camacho
Analytics & Quantitative Strategy
A leader in quantitative finance and risk management, Poncho has built global analytical platforms for complex client portfolios. Known for combining rigour with simplicity, he now brings institutional-grade analytics and AI-driven decisioning to the Family Office space through the Lightbox Wealth OCIO platform.
HEAD OF PRODUCT
Ben Roberts
Product & Investment Insight
A Chartered Financial Analyst with deep experience across wealth management and investment technology, Ben brings disciplined investment thinking to Lightbox Wealth’s product strategy. He translates complex portfolio and client requirements into intuitive, scalable solutions — ensuring the platform reflects how family offices and investment teams actually operate.
Strategic Advisory Coucil
The Lightbox Wealth Strategic Advisory Council brings deep expertise across investment governance, legal structuring, risk management, and institutional oversight. Their guidance ensures the platform remains aligned with the highest standards of fiduciary discipline.
Iain Armitage
MBA
Partnership
& Culture
Roger
Bacon
Market Expansion
& Product Fit
Dr. James
Ward
Risk
& Legal
Dr. Amin
Rajan
Thought Leadership & Academic Partnership
April
Rudin
Messaging
& Marketing
Adina
Grigoriu
Investment Decisioning
Strengthen Your Investment Governance
Speak with our team about your oversight model, IPS structure, and decision‑making workflows.