Announcement

Marylebone Partners LLP has been formally appointed as the investment manager of Majedie Investments plc,. Find out more

Trust. Alignment. Differentiation.

Marylebone Partners LLP is an independent investment manager, owned by its principals. We help families, charities, endowments, trusts and private investors to protect and grow their wealth in real terms.

Our defining characteristic is an ability to access differentiated fundamental investments, many of which never come onto the radar screen of other allocators. We believe this capability will be the key to delivering superior performance outcomes over the years ahead.

Our partnership was founded in 2013 with the vision of bringing a distinctive investment approach to clients who sought a relationship based on trust and transparency. This remains our sole purpose today. We invest our own capital alongside our clients.

Marylebone Partners LLP is authorised and regulated by the Financial Conduct Authority and approved to manage Alternative Investment Funds (AIFs).

Strength in depth

Our experienced team seeks to deliver best-in-class results across the firm’s three core activities: Investments, Client Service and Operations.

We are proud to work with some exceptional individuals who come from varied backgrounds. This brings differing perspectives and contributes to a culture that encourages diversity of thought and continuous improvement.

Decisions are made collaboratively. Our senior investment professionals have decades of complementary experience at some industry-leading firms.

We have built an investment process, risk systems and reporting infrastructure to institutional standards, whilst always retaining our entrepreneurial spirit and sense of personality.

Dan was formerly CIO of Fauchier Partners, a US $8bn alternatives investments manager with a strong track record and reputation for capital preservation in difficult markets. Dan was previously a senior fund manager at Mercury Asset Management, where he ran equity portfolios for large pension-fund clients. He has a degree in Philosophy, Politics and Economics from Magdalen College, University of Oxford.

Dan Higgins

Founding Partner & Chief Investment Officer

Robert joined Marylebone Partners in 2014. Previously, he advised distressed companies on operational and financial restructurings at THM Partners. Prior to this he was a lawyer working on corporate finance and M&A transactions for Jones Day. Rob holds a degree in Law from the University of Nottingham, a Masters in Finance from the London Business School, and the Corporate Finance Qualification from the Institute of Chartered Accountants in England and Wales.

ROBERT ELLIOTT

Partner, Senior Investment Analyst

Olivia joined Marylebone Partners in 2017 from The Wellcome Trust’s investment team, where she focused on private and public direct investments. Prior to this, she worked for Goldman Sachs in both sell-side equities research and in their asset management division. Olivia holds a degree in Philosophy, Politics and Economics from New College, University of Oxford, and is a CFA charter holder.

OLIVIA MACDONALD

Partner, Senior Investment Analyst

Arjun joined Marylebone Partners in 2021, after four years as an equities research analyst at AB Bernstein. Prior to this he spent four years at KPMG. At Marylebone Partners, he primarily focuses on direct investments in public equities. Arjun holds a BA (hons) degree in Accounting & Finance from Durham University and is also a chartered accountant (ACA) and CFA charter holder.

ARJUN MENON

Partner, Senior Investment Analyst

James joined Marylebone Partners in 2017 directly from university, after completing an MSci in Natural Sciences from University College London. During his time at Marylebone Partners, he has focused on fundamental equity and credit strategies alongside co-investments. He is a CFA charter holder.

JAMES BLOOMER

Partner, Senior Investment Analyst

Mark joined Marylebone Partners in 2022 to oversee strategic relationships and business development. Previously, he was a Managing Director at Higher Park and Ivaldi Capital, responsible for all aspects of client interaction and a member of the management team. Prior to that he was Head of European and Asian Prime Services at Scotiabank. Mark holds a degree in Business Administration from the University of Buffalo.

MARK SCHILLING

Head of Strategic Relationships

Angela joined Marylebone Partners in 2021, as the Head of Investment Operations and Compliance Officer. She was previously Chief Financial Officer and Head of Operations at Sloane Robinson LLP. Angela holds a BSc degree in Mathematics and Computer Science from the University of Manchester and is also a chartered accountant (ACA).

ANGELA LEDBURY

Head of Investment Operations & Compliance Officer

Nick oversees relationships with the firm's market counterparties and service providers and is responsible for our firm wide infrastructure and systems. He joined Marylebone Partners at inception in 2013 and is a member of the firm's Management Group. Previously, Nick ran investment operations at Fauchier Partners LLP. He has held positions at KPMG and Avanti Capital. Nick has a BSC in Geography from Kings College, University of London.

Nicholas Tombleson

Partner, Head of Business Operations

Dan joined Marylebone Partners in 2021 after spending nine years at Sloane Robinson LLP. Having gained experience in several different roles there he now primarily focuses on fund administration. Dan also holds a degree in International Business Economics.

DANIEL LEE

Fund Administrator

Kitty joined Marylebone Partners in 2023 having spent 5 years working with investment managers, helping them achieve their long-term hiring goals. Kitty holds a Professional Business Diploma from Oxford Media & Business School and has completed a Business Sustainability Management course with the University of Cambridge.

KITTY webster

EA & Office Manager

Jasveen joined Marylebone Partners in 2020. She has previously held positions at Stifel and Edison Group. She holds a BSc (hons) degree in Forensic Biology from the University of Kent.

JASVEEN BHANGRA

Client Relations & Marketing

Stuart chairs Marylebone Partners’ Investment Committee. Previously, he was Chairman of Lansdowne Partners, having co-managed the firm’s Developed Markets funds. He began his career at SG Warburg & Co, McKinsey & Company and Mercury Asset Management plc. He is non-Executive Chairman of Hetz Ventures and Tresidor Investment Management. Stuart received a first-class honours degree in Economics (BSc) from the London School of Economics.

STUART RODEN

Marc is a co-founder of Sun Capital Partners. He served as Chairman of Pearl Group’s Asset/Liabilities Investment Management Committee and co-founded Wellington Pub Company and Punch Group, in 1997. Marc is a director of Carnegie Capital Estates and holds several other directorships, including Apex2100, Clarendon Park Estate and Zeta Shares. He holds a degree in Philosophy, Politics and Economics from Christ Church, University of Oxford.

MARC JONAS

David was formerly Head of Marylebone Partners’ public equities investments. Prior to this, David worked for RIT Capital Partners plc and served as Head of European equities for SG Warburg plc and Deutsche Bank AG, and CIO & co-CEO of Deutsche Asset Management’s European Absolute Return business. He is a non-executive director of Augmentum Fintech plc and advisory board member of Cluny Capital Limited. He has a degree in Philosophy, Politics and Economics from the University of Oxford.

DAVID HAYSEY

How we invest

We are fundamental active investors.

When inefficiencies are created by macro or technical factors, short-termism, behavioural biases or new information, this gives us opportunities to add value. We seek to take advantage, through adherence to a repeatable process, which combines fundamental analysis with subjective judgement.

We have an unconstrained global remit. Public equities lie at the heart of our approach, yet we are equally comfortable in areas such as fixed income, real assets or specialist credit (including distressed debt).

Marylebone Partners focuses on three investment strategies: direct investments in public equities, allocations to specialist funds managed by third-party managers, and hard-to-access special investments. We source ideas through a network of investors, peers, executives, advisors and clients, which we have built over three decades.

By combining investments that can prosper in a variety of market conditions, we increase the likelihood of delivering strong and repeatable returns for our clients.

Risk management and sustainability considerations are embedded into our investment methodology. We are signatories to UNPRI.

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Contact

Second Floor
35 Portman Square
London W1H 6LR

T +44(0)20 3468 9910
E info@marylebonepartners.com

For client relations, please contact Jasveen Bhangra
For investment-related enquiries, please contact Investments