Benjamin Roberts, CFA

Benjamin Roberts, CFA, is Head of Product at Lightbox Wealth and a wealth management and data specialist with over 20 years of financial industry experience.

 

Much of Ben's career has focused on the data, analytics and technology that underpin investment management and wealth advisory. This gives him a detailed understanding of a challenge central to family offices and wealth organisations: turning large volumes of portfolio, market and client information into insight that improves investment decisions.

 

Two decades in wealth management data and analytics have given Ben both deep subject-matter knowledge and a strong understanding of how technology needs to operate in real investment environments. His perspective extends beyond individual tools to the information architecture required to connect portfolios, ownership structures, investment objectives, risk, performance and market intelligence.

 

At Lightbox Wealth, Ben leads product development for the firm's Optimised CIO (OCIO) platform, working closely with clients and the wider team to translate investment requirements into practical capability. His work spans investment governance, portfolio analytics, performance analysis, product evaluation and the contextualisation of research and market information around individual client portfolios.

 

A particular focus for Ben is ensuring sophisticated analytics are accurate, usable and relevant, accommodating the complex ownership structures, multiple entities and investment objectives that family offices face, while preserving a clear view of risk and portfolio positioning.