Mirabaud Securities has launched the Mirabaud Securities Global Thematic Group, a specialist team that assesses macro themes and fundamental stock ideas to identify interesting opportunities for investors.
The team is led by Global TMT Analyst Neil Campling and Head of Sales Toby Clothier, who previously worked together at Northern Trust Capital Markets (and prior to that at Aviate Global, which was then acquired by Northern Trust).
Neil Campling began his career at Prolific Asset Management and spent 13 years as a TMT Fund Manager at Aberdeen Asset Management and New Star before moving to the sell-side at Aviate Global. Toby Clothier began his career in European Equity Sales at Goldman Sachs before working at a number of investment banks and boutiques, most recently at Aviate Global/Northern Trust Capital Markets, focusing on European, US and, increasingly, Global Equity Sales.
Also joining the Mirabaud Securities Global Thematic Group are Mark Taylor, previously Sales-Trader and Head of Trading at Aviate Global and then Northern Trust Capital Markets for a combined 10 years; and Chris Bishop, who has 8 years’ experience of selling Global Equities at Aviate Global and latterly at Northern Trust Capital Markets.
The Global Thematic Group looks to identify areas of opportunity across sectors, borders and factors. Discarding what has traditionally been a siloed approach to equity analysis, the Group aims to identify areas of confluence between Macro themes and fundamental stock ideas with a primary but not exclusive focus on the Global TMT universe.
In today’s truly globalised market, the Group aims to continue to deliver true alpha-generating ideas to institutional clients globally. Its launch creates a number of exciting synergies with Mirabaud Securities’ existing Strategy Group, in particular its recently relaunched online Compass product which employs a substantially quantitative approach based on multiple datasets.
Daniel White, Head of MSL Strategy, says: “We are very excited by this highly complementary product offering and are looking forward to working alongside the Global Thematic Group in our ongoing mission to deliver unique insights and analysis that aid investor decision-making and ultimately generate returns.”
Jean-Yves De Both, Executive Director, adds: “In this increasingly globalised world, we are delighted to welcome on board a team which has carved out a very strong reputation for itself and its products amidst difficult market conditions. We are excited by this addition to our offering to institutional global equity investors, which complements our existing Research footprint in Strategy, Switzerland, Spain and Execution Services.”