William focuses on technology strategy and innovation in capital markets, with deep expertise in platform automation, data and analytics, and portfolio management. He brings more than two decades of experience across wealth and asset management, including senior roles at Celent (Oliver Wyman), Javelin Strategy & Research and BBVA Compass, where he supported the rollout of managed-accounts platforms. A recognised authority on digital advice delivery, William is widely quoted in leading financial publications and is a frequent speaker at industry conferences.