Mirabaud Asset Management appoints portfolio managers Will Ballard and Giles Parkinson to build new global equity strategy. Mirabaud Asset Management (MAM), the active, conviction-led asset management arm of the Mirabaud Group, has appointed Will Ballard and Giles Parkinson as London-based Global Equity Portfolio Managers, strengthening the firm's active equity capabilities ahead of the launch of a new Global Equity strategy. 14.09.2026 Will Ballard and Giles Parkinson joined MAM on 1 September, both reporting to Andrew Lake, CIO. Will joins from Border to Coast Pensions Partnership, where he was Head of Equities, leading the equity investment team and overseeing £15 billion across equity strategies. Giles joins from TrinityBridge, where he was Head of Equities, managing £6 billion across equity and multi-asset portfolios. The pair previously worked at Aviva Investors, developing a common investment philosophy, before going on to forge successful paths independently, each building a long-term institutional track record. Reunited at Mirabaud Asset Management, they will combine this experience to build a global equity strategy around a shared conviction: active returns should be driven by the companies you choose to own, not by unintended macro bets. The new strategy will take a benchmark-aware approach to global equities, seeking to focus active risk on individual stock selection while carefully managing unintended sector, country and style exposures. It will invest in high-quality companies with durable competitive advantages and improving fundamentals, supported by a systematic and disciplined investment process. Umberto Boccato, CEO of Mirabaud Asset Management, said: "Will and Giles bring deep institutional experience and a shared investment philosophy that aligns well with Mirabaud's long-term, active approach. Their appointment supports the optimisation of our equity range and brings together complementary expertise to build a focused and compelling global equity strategy for clients." Will Ballard, Global Equity Portfolio Manager at MAM, commented: "Mirabaud felt like a natural home for us. Its combination of Swiss heritage, independence and long-term thinking closely reflects how we approach investing. It gives us the opportunity to bring together the experience of our respective careers and build a strategy around what we believe matters most: owning great businesses, taking the right risks and investing with discipline." Giles Parkinson, Global Equity Portfolio Manager at MAM, added: "It's time to recognise that equity market structure has changed. Index concentration has increased and stocks have become more volatile inside the index. Joining Mirabaud gives us the opportunity to develop a strategy that tackles these challenges and meets the needs of today's investors." The new strategy will be positioned as a core global equity allocation within Mirabaud Asset Management's equity range and will launch on 1st October 2026.

TrinityBridge, a leading wealth management firm with offices in Glasgow and Edinburgh, is pleased to announce the appointment of Andrew Knight as Client Relationship Director for Scotland.Andrew brings a wealth of experience to the role, having worked at TrinityBridge for the past 25 years. Serving as a highly successful Financial Planning Director for the business over the past 15 years, prior to this he led the firm’s Edinburgh office, where he demonstrated exceptional leadership and client management skillsIn this new role, Andrew will be responsible for managing and growing relationships with high-net-worth clients. He will play a critical part in driving the firm’s growth by identifying and securing new client relationships, developing strategic partnerships, and enhancing the firm’s market presence. Commenting on Andrew’s appointment, Marcelo Rodrigues, Managing Director for Scotland says: “We are thrilled to have secured Andrew’s services for this newly created role at TrinityBridge. His extensive experience and proven track record in financial planning and client relationship management make him the perfect fit for this role. We are confident that he will help us continue to deliver exceptional service to our clients and drive our growth in the Scottish market.”Andrew Knight added, “I am very excited to be taking on this new role at TrinityBridge and look forward to working with the team, who I know well, to build and strengthen our client relationships. TrinityBridge has a strong reputation for excellence in wealth management, and I am eager to contribute to the firm’s continued success.”

Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients unusually twitchy, financial planners have had their work cut out keeping calm and carrying on. To get a pulse check on where clients are heading and what advisers should be thinking about next, Jenny Hunter, Senior Financial Journalist at IFA Magazine, caught up with Dan Swift, Head of Financial Planning at TrinityBridge in this exclusive interview.It’s safe to say that over the past couple of years, we’ve seen more twists and turns in the world of financial planning than an episode of Line of Duty. Dan shared the shifts he’s seeing in client behaviour, how planners can respond, and why keeping one eye on the horizon (but both feet on the ground) is more important than ever.A year of shifting sandsUnsurprisingly, the 2024 Autumn Budget acted as something of a catalyst. Dan noted a clear uptick in questions around pension rules and, in particular, their evolving role in inheritance tax (IHT) planning. “It’s really been about clients asking, ‘what does this mean for me?’” he said. “That’s sparked more conversations, especially between family members.”Clients are clearly more aware of the long-term consequences of policy changes—especially around pensions