Mathieu Maurier, Societe Generale Securities Services

Mathieu Maurier

Mathieu Maurier has a Master of Science in Banking and Corporate Finance. He joined Societe Generale in 1994 as an Account Manager for the institutional clearing and custody unit in Paris.

In 1996, he became Product and Relationship Manager, managing, in particular, the introduction of the euro for the bank’s institutional clients.

He was then appointed Sales and Relationship Manager in the Securities Services Department in 1999, where he developed local and global custody and value-added services in a number of international markets. From 2002, he was a Senior Sales Manager with responsibility for international markets, in particular Japan and the Middle-East.

He moved to Johannesburg in 2005 to become Managing Director of Societe Generale in South Africa.

In 2008 he was appointed Head of Business Development for SGSS in Russia working within the Group's local subsidiary Rosbank where he stayed three years.

Mathieu returned to France in 2011 and has been heading the Global Coverage team of SGSS since then. He is today managing a global sales force of 80+ senior executives covering the full spectrum of Securities & Asset Servicing products and services in more than 20+ financial markets.

In 2009, Mathieu Maurier was included in Global Custodian magazine’s Securities Services Hall of Fame in recognition of his contribution to the shaping of the securities services industry.

09.35 - 10.15

Fintech solutions for AML

AML is a challenge for distributors of investment funds and fintech offers solutions to ensure compliance with applicable regulation, in particular client identification requirements.

  • What are the technologies that offer the most potential in this regard and how will they change the industry?
  • What are the existing obstacles to their implementation?

10.45 - 11.25

Distribution support: the plan and the reality

What improvements to the distribution processes are expected from recent regulatory and technological changes? How do they compare to the realities on the ground and how is the role of the asset manager evolving in this context?

  • MiFID II and PRIIPS: first stock-taking
  • Advice and/or robo-advice: is technology changing business models?
  • The digital evolution of fund distribution business

 


11.25 - 12.15

Does sustainability help you sell?

According to the EU Commission’s recent proposals, client’s sustainability preferences need to be taken into account when offering a product. Consequently, the matching product needs to be identified and available. How to go about this? Is a “green” or “social” product making things easier?

Panellists debate these (provocative) questions

  • Ana Harris

    Ana Harris Global Head of Equity Portfolio Strategists, Indexing State Street Global Advisors

  • Mathieu Maurier

    Mathieu Maurier Managing Director, Country Head Societe Generale Securities Services


14.30 - 15.30

Future products and the future of products

Technology, energy, bitcoins… the target investments of funds are more and more diversified. Asset managers are led towards funding not only the real economy, but also the needs of society as a whole. New generations of investors have new expectations.
But looking beyond asset classes, asset managers are reviewing other features of the products: the risk/reward balance, the active/passive management style, the pricing and fees, etc…
Altogether, how much innovation is going on … and required?