October 8, 2025
AI, agility and asset allocation: PWM Tea Break
Phil Watson, former Citi innovation chief and now CIO at Betteredge Capital, speaks to PWM about how family offices are balancing tech disruption and global uncertainty
Over a classic English breakfast tea, he shares his views on the creeping complacency around AI adoption, the evolving infrastructure needs of family offices, and shifting attitudes towards liquidity and geopolitical risk.
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Further reading
Striking the AI balance in wealth management
Self-assembly tech stacks for futuristic family offices
Portfolio managers seek nuclear option amid geopolitical uncertainty



