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IMpower Incorporating FundForum
23 - 25 June 2025
The Grimaldi ForumMonte Carlo, Monaco

Matthew Bax
Managing Director, Investor Services at Citi
Speaker

Profile

Matthew is the Global Head of Sales & Client Management for Citi Securities Services. With more than 20 years of industry experience across asset management and securities services, he is responsible for driving the global sales growth and delivering the enhanced client experience for Securities Services clients.

Prior to this role, Matthew was Global Head of Custody driving overall strategy and growth for Citi’s Global Custody business. Matthew joined Citi in 2017 as EMEA Head of Sales for Custody, Fund Service, Securities Lending and Collateral management.

Before Citi, Matthew was at JPMorgan for 14 years where he was the EMEA Head of Custody and Global Head of Investor Services FX. He also sat on the board of the European banking entity which was responsible for the depository and custody businesses. He started his career at Merrill Lynch Investment Managers.

Matthew holds a B.A in Economics from the University of Exeter.

Agenda Sessions

  • The rapid rise of the self-directed investor and the only way to find organic growth: Are you operationally and strategically ready for taking advantage of the great wealth transfer?

    16:50