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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Will Trout
Director, Securities & Investments at Datos Insights
Speaker

Profile

William Trout serves as Director of the Securities & Investments practice at Datos Insights, focusing on technology strategy and innovation across the capital markets. He has particular expertise in platform automation; data capture and analytics; and portfolio management and optimization. Within the retail wealth management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust .

Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the US and UK at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will previously spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.

An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. Will holds an AB from Harvard College.

Agenda Sessions

  • Work Smarter, Not Harder: How Advisors are Leveraging WealthTech for Peak Efficiency

    2:45pm