William Trout

William Trout

Director, Wealth Management

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings.

Prior to joining Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

Latest Insights

February, 2023
Impact Note
Smart Beta, Direct Indexing, and the All-Weather Portfolio

Direct indexing offers a compelling framework for the investor interested in capital preservation, particularly when it is executed through a smart-beta lens. Smart-beta direct ind...

December, 2022
Javelin Report
Instant Messaging: An Opportunity to Humanize the Investor Experience

To survive, much less thrive, the modern wealth manager must energize the user journey, boost efficiency, and stay compliant. Instant messaging (IM) is a lever for the realization ...

November, 2022
Javelin Report
2023 Digital Wealth — Investor Trends & Predictions

The annual Digital Wealth — Investor trends report will highlight the top three business drivers for change in 2023.

Events

May 31, 2022 | 08:00 AM to 05:00 AM (PST)
Wealth Management EDGE will feature the wealth management industry’s two most powerful investment an...
May, 2021
Join Will Trout, Director of Wealth Management at Javelin Strategy & Research as he discusses how ha...
December, 2020
Learn how they have approached the business challenges posed by the pandemic and some of the initiat...

Want to get in touch with us