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