About us

Our mission is to lead the way in active management as a trusted firm with superior fund knowledge, service quality, product understanding and added value for investors.

The Marlborough story

Marlborough has been running funds for 30 years and the expertise and experience of our team have established us as a leader in the world of active management.

We remain sharply focused on our overriding objective, which is to add value for our investors, and because we remain privately owned we can concentrate on this without distraction.

The quality of our award-winning fund managers – who invest in a range of asset classes including UK and overseas equities, fixed interest and funds of funds – is central to what we do.

Our equity and bond managers invest in companies, rather than trading for short-term gains. They take the time to conduct their own research, understand the businesses and, if their demanding criteria are met, they will then invest with a long-term view.

This focus on the long term is part of Marlborough’s DNA. Our core team have worked together for many years, building up an in-depth knowledge of the running of funds.

Our in-house specialists handle every aspect of the Authorised Corporate Director (ACD) and fund administration functions for all of our funds, which means we have a detailed ‘under the bonnet’ understanding of our products.

We also place a high-value on quality service, while ensuring that the pricing of our funds remains keenly competitive.

We believe that through high quality active management combined with superior fund knowledge, service quality and product understanding we can add the greatest possible value for our investors – and that by doing this, we repay the trust those investors place in us.

 

Key People

Wayne Green

Joint Managing Director Business Development

Wayne has responsibility for business development, client relations, marketing and legal. He joined the Marlborough Group in 1998 and has experience of fund accounting, the transfer agency function, marketing and as Compliance Officer.

Allan Hamer

Joint Managing Director Operations

Allan first joined the Marlborough Group in 1997 and worked in unit trust accounts, compliance and as Chief Operating Officer before taking on his current role in 2013. Allan is responsible for all the operational functions within the business.

Dom Clarke

Finance Director

Dom trained with Deloitte in banking and securities audit and has post qualification experience at Promethean and Clearwater International. Dom has five years’ experience at Marlborough including working on the successful acquisition and integration of IFSL. Dom was promoted to Finance Director in April 2014.

Helen Derbyshire

Compliance & Risk Director

Helen has over a decade’s experience with the Marlborough Group and worked in fund accounting before joining the compliance & risk team. She joined the Marlborough Board in October 2015.

Guy Sears

Non-Executive Director

Guy was Interim CEO of the Investment Association from October 2015 to September 2016 and prior to that held other senior positions at the organisation including Director of Risk, Compliance and Legal. He also chaired the Joint Money Laundering Steering Group and the International Investment Funds Association’s International Regulatory Affairs Working Committee.

Richard Goodall

Director of Strategy and Business Development

Richard’s role is to help capitalise on strategic opportunities created by changing dynamics in the industry and to drive continuing growth across the Marlborough Group.

He has more than 30 years’ financial services experience and joined the group in 2018 from Parmenion, where he spent four years as Distribution and Marketing Director. Prior to that he was Managing Director, UK Business Transition, for SEI and Sales and Marketing Director for Ascentric.

Danny Lean

Associate Director Sales

Danny’s role is to promote sales of Marlborough funds to investment professionals including fund managers, private client brokers and independent financial advisers (IFAs). He joined Marlborough in 2005 having previously worked as an IFA for six years. Prior to that he spent 14 years working in various sales positions with major financial services companies.

Nathan Glynn

Associate Director Marketing

Nathan has been with the Marlborough Group since 2001 and headed up the transfer agency function before moving over to marketing in 2005.

Caroline Hawkes

Associate Director Fund Administration

Caroline has over 28 years’ industry experience and has worked in Fund Accounts at the Marlborough Group since joining in 2003. Previously Caroline headed the Fund Accounts team at RUTA.

Sally Helston

Associate Director Dealing & Registration and Investor Support

Sally joined the Marlborough Group in 2014 from BNY Mellon where she headed up Corporate Actions & Income teams and she now oversees the Transfer Agency and Investor Support teams.