WEALTH INSIGHTS

Delivering clients to their financial destinations: what wealth managers can learn from waze

The wealth management industry is evolving at a breakneck pace. Increased competition, the proliferation of technology and changing consumer preferences are propelling the industry to a new age. To try to predict what that new age of financial services will look like, I think we can look to a familiar tool: the Waze navigation app.

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Anthony DeChellis, CEO of SVB Private, is a contributor to Forbes’ Finance Council, an invitation-only group of thought leaders in accounting, financial planning and wealth management.

Anthony DeChellis

Anthony DeChellis is the Chief Executive Officer of SVB Private. He served as the CEO and President of Boston Private and President and a member of the Boston Private Board of Directors for 2 years prior to the close of SVB Financial Group’s acquisition of the firm in 2021.

The views expressed in the article are those of the author and/or person interviewed and do not necessarily reflect the views of SVB Private or other members of Silicon Valley Bank and SVB Financial Group. The materials on this website are for informational purposes only, are subject to change and do not take into account your particular investment objective, financial situation or need. Since each client’s situation is unique, you should consult your financial advisor and/or tax planning professional before acting on any information provided herein