Compass is exclusively owned by the award winning Mirabaud Equity Research Team.
Compass is managed by Senior Equity Analysts who use the state of the art screening tool themselves.
15 year-plus of award-winning sell-side research on global Food & Beverage and Business Services sectors. Architect and former product manager of Compass; joined Mirabaud Research in 2023 to focus on stock selection, tactical ideas and baskets (Opportunistic Thematic, Low Volatility, PCS). Master’s degree (Queen Mary, University of London) and multiple securities & derivatives certificates.
17 years in equity research and portfolio advisory at J.P. Morgan, Lloyds, UBP and Mirabaud (since 2016). Co-manages thematic baskets including Opportunistic, Ageing, Climate Transition, Metaverse and Low Volatility. Regularly chairs investment meetings for advisers and relationship managers. Graduate of the University of Lausanne (HEC), holder of the CIIA designation and a DAS in Banking & Finance.
Joined Mirabaud Research in 2021 after roles in equity sales, trading and analysis of the Swiss market. Leads stock selection and tactical ideas for baskets such as Metaverse, Semiconductors and Disruptive Tech. Member of the Sector & Thematic Investment Committee; frequent presenter to UHNW advisers and portfolio managers. MSc in Investment & Wealth Management (Imperial College London) and BBA (HEC Geneva).