Will's research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.
An authority on the robo advisory business, 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 keynotes client gatherings.
Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team. Earlier responsibilities during his 10-year tenure included national leadership positions in the communications, planning, and investments areas. Previously, William worked in a marketing capacity for a boutique investment management firm with interests in Latin America.
William holds an AB from Harvard College and a MSc from the Norwegian School of Management in Oslo. He is fluent in Spanish, German, French, and English.
October 10 2017Dilapidated technology architecture and heightened client service demands have spurred a need for advisor-friendly tools. Where is the one-stop d…
September 11 2017This report provides a market overview of financial planning, including its evolution in the past 18–24 months, as well as trends and development…
July 11 2017Regulators are just now starting to leaven their enthusiasm for robo advisory solutions with questions around core assumptions. How robust are th…
June 06 2017Firms are investing in desktop technology as a way to boost efficiency and drive client retention and cross-sales. Celent has released a new repo…
6 December 2017
London, United KingdomDigital technology offers wealth managers a means to break traditional trade-offs between customisation and scale. Data, in this context, is a st…