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About Lightbox

We are a team of highly experienced wealth professionals who firmly believe that wealth management doesn't have to be this complicated.

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We founded Lightbox Wealth with a mission to simplify wealth management by creating Simpler, Safer, Smarter solutions.

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We believe that through partnership, innovation, technology and a relentless focus on our clients and their goals, we can build something that enables wealth management businesses to significantly improve their efficiency and effectiveness.

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​Our guiding principles are founded on trust and centered around the following core values:

A new frontier in investments wealth management

Where deep domain expertise, advanced technology and a refreshingly  client orientated approach meet.

Deeper, Richer Insights

Gain unparalleled clarity with cutting-edge analytics, data-driven intelligence, and open expert-driven investment frameworks

Leading Governance & Best Practices

Implement institutional-grade risk controls, oversight, and disciplined investment strategies aligned with top-tier industry standards. Including Multi-Generational Transparency & Legacy Planning. 

Efficiency & Workload Management

Streamline decision-making with intuitive technology, automation, and optimised workflows, freeing up time for what truly matters.

Client-Sided, Asset Community

A platform designed with client interests first - offering collaboration, transparency, and alignment with like-minded investors.

Modular, Flexible, and Integrated

Customise your engagement with scalable solutions that fit your specific needs, from advisor-led to technology-driven investment tools.

Our Team

Lightbox Wealth was founded by industry practitioners who have over 100 years of financial services experience and have sat at the cross section of client investment advice and innovative technologies.

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Each one of us has financial extensive experience in client advisory and platform transformation. 

With these combined skills we provide a unique and dependable partner.

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Phil Watson

Founder & Chief Executive Officer

Phil stands at the helm of Lightbox Wealth. Recognised as FT PWM Global Digital Leader, his visionary leadership and deep expertise in wealth management, investments, technology, and data set industry standards. 

 

An early embracer of emerging technology, and senior lecturer on AI, Phil helps shape the industry’s technological future. Over his career, his team has executed hundreds of projects globally in a cost effective way.

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LJ Klaver

Founder & Chief Product Officer

LJ is the driving force behind our Lightbox Lab platform solutions with a unique background in technology and Client Advisory spanning over 20 years and 5 countries.

 

Due to her deep understanding and appreciation of all types of investments, sales, trading, structuring and advisory, LJ is a natural and extremely efficient accelerator of Digital Transformation for Clients and Sales Professionals.

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Alfonso (Poncho) Camacho

Founder & Chief Analytics Officer

Alfonso is a recognized leader in Quantitative Finance, AI, and financial technology, with 25 years of experience across wealth management, trading, and risk management.

 

Known for turning complexity into clarity, he applies quant expertise, AI, and analytics to equip institutional investors, family offices, and high-networth clients with the tools and insights to navigate complexity.

 

By combining financial engineering with data-driven insights, he delivers  practical, scalable solutions with measurable impact.

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Hari Ramamurthy

Technology Development Head

Hari is a versatile entrepreneur with over 24 years of experience, passionate about building cutting-edge, technology-driven enterprises.

 

He co-founded and served as CTO of an eCommerce startup that successfully exited to Nestlé, and was instrumental in founding, growing and building a peer to peer lending company from £0 to £350 million in investments on the platform.  

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Hari's expertise spans across Fintech, AdTech, and eCommerce, developing robust, scalable, high-availability platforms for both B2C and B2B ecosystems. 

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Arun Prasad

AI Advisor

Arun has 25 years of product development experience in banking technology. His career spans organisations like Deutsche Bank, Citi, AWS , Refinitiv/LSEG. 

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Under his leadership, innovative platforms for high frequency and algorithmic trading, as well as on-demand analytics, came to life. These platforms were at the forefront of integrating machine learning models to deliver customer delight.

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In 2023, Arun launched AIWhispr, a company that specializes in fine-tuning large language models and spearheads a meetup group for AI engineers in Sydney, Australia.

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Simon Kingsnorth

Head of Marketing

Simon is a highly experienced Marketing expert.  In his 25 year career he has operated at senior level for many major brands including Citi Private Bank, Fidelity Investment and Royal Bank of Scotland.

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He has also launched many highly successful start-ups and driven their growth and advises wealth businesses on their marketing strategies.  He has delivered several global firsts in marketing and is an expert in the digital space.

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Simon is also the author of three marketing books, the first of which is a global best seller and is used by universities worldwide to teach marketing.  He is also a regular keynote speaker on marketing and futurology.

Talk to us

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