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

May, 2022
Javelin Report
PTE 2020-02: New Rules for the Rollover

The IRA rollover has been a flashpoint for the conflicting interests that have roiled the financial advice industry. From an oversight standpoint, the impact of the Department of L...

March, 2022
Javelin Report
Empowering the Investor via Personal Messaging Apps

While some firms see prohibiting the use of messaging apps as simpler than monitoring them, the preferences of a new generation of investors amid the pandemic have upended this cal...

February, 2022
Javelin Report
Rise of the Crypto Custodians

As banks, insurers and other wealth managers assess the risks of the crypto market—particularly cybersecurity—they should not be dissuaded from exploring the opportunities. Strateg...

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...

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