Bank / Wealth / TrustRIA · CRD 168426SEC-RegisteredPrivate Fund Adviser

Updated:

Marylebone Partners

Marylebone Partners is a bank / wealth / trust based in London, founded 2013; the Altss profile covers its classification, headquarters, registration, AUM...

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Marylebone Partners

Marylebone Partners is an SEC-registered investment adviser in London, established in 2014. It has been registered with the SEC since then.

General information

Firm type

Bank / Wealth / Trust

Year founded

2013

AUM

Undisclosed

Location

Region

Europe

Country

United Kingdom

City

London

Corporate office

18 Hanover Square, London W1S 1JY, United Kingdom

Principals

Dan Higgins

Chief Investment Officer

David Cornell

Managing Director

Stuart Roden

Chairman of the Investment Committee

David Haysey

Non-Executive Director

Marc Jonas

Non-Executive Director

Nicholas Tombleson

Head of Business Operations

Angela Ledbury

Head of Investment Operations & Compliance Officer

William Barlow

Client Director

Sector focus

Public EquitiesFixed IncomeReal AssetsPrivate CreditSpecial Situations

Frequently asked questions

Who runs investment decisions at Marylebone Partners?

CIO Dan Higgins leads investment decisions alongside an investment committee chaired by Stuart Roden, previously chairman of Lansdowne Partners. Higgins spent his earlier career running equity portfolios at Mercury Asset Management and serving as CIO of the $8bn alternatives manager Fauchier Partners. The committee makes decisions collaboratively, drawing on a network built over three decades.

How does Marylebone Partners source its investment opportunities?

The firm sources through a personal network of investors, peers, executives, advisors, and clients cultivated over more than thirty years. The firm explicitly states that this relationship-driven model, combined with fundamental analysis and subjective judgment, is designed to surface opportunities where inefficiencies arise from short-termism or behavioral biases.

Is Marylebone Partners an independent firm or part of a larger group?

Since November 2025, Marylebone Partners has been part of Brown Advisory following FCA regulatory approval. However, the structure preserves Marylebone's independent investment committee, brand, and principal ownership — an uncommon arrangement that maintains the firm's entrepreneurial character while providing access to Brown Advisory's institutional infrastructure.

What asset classes does Marylebone Partners invest in?

Public equities lie at the center of the portfolio, but the firm maintains an unconstrained global remit that extends to fixed income, real assets, and specialist credit including distressed debt. The three formal investment strategies are direct public equities, allocations to specialist external funds, and hard-to-access special situations and thematic investments.

Who are the key non-executive directors influencing governance?

David Haysey, formerly of RIT Capital Partners and Deutsche Asset Management, and Marc Jonas, co-founder of Sun Capital Partners, serve as non-executive directors. Haysey's background includes running European equities for SG Warburg and serving as CIO and co-CEO of Deutsche Asset Management's European Absolute Return business.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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