July 8, 2026
This material has been prepared for informational purposes only and should not be construed as investment, legal, or tax advice. It does not constitute an offer, recommendation, or solicitation to buy or sell any security or other financial instrument, nor should any information contained herein be relied upon for the purpose of making investment decisions.
Past performance is not indicative of future results, and the value of investments may fall as well as rise. While the information contained herein is believed to be reliable, no representation or warranty, express or implied, is made regarding its accuracy or completeness.
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Having reached the midpoint of 2026, it is a fitting moment to reflect on a year that has already brought significant milestones, new faces, and a few celebrations along the way. Here are some of our highlights from the first 6 months of the year.
The year began with an important development at Board level, with the appointment of Simon Lough as Chair of LGB & Co. Limited. Simon brings extensive experience in financial services leadership, including senior roles at Heartwood Wealth Management and AIM-listed WH Ireland, as well as service on the Financial Conduct Authority’s Smaller Business Practitioner Panel. Having acted as a Board Adviser to LGB for the preceding 18 months, his appointment reflects a natural progression and a shared confidence in the firm’s direction. With Simon overseeing governance and strategic planning, Founder and Managing Director Andrew Boyle is able to focus on the growing volume of transactions being arranged by the Capital Markets team.
In January, the LGB team returned to the Simply Asset Finance annual Simply Cup five-a-side charity football tournament — and this year, we went one better than last. Having reached the quarter finals in 2025, we are delighted to report that the team went on to be crowned tournament winners in 2026. With 34 teams competing and over £32,000 raised for Cancer Research UK, it was an outstanding day for the industry and an even more rewarding cause.
We were also pleased to welcome Omar Haroun to the Capital Markets team in February, joining as Associate Director. Omar brings over five years of structured finance experience from his time at NatWest, most recently in leveraged finance where he worked across both origination and portfolio management teams focusing largely on mid-market transactions. He works alongside Andrew Boyle on origination, transaction structuring, and issuer management, and his background in complex capital structures is well suited to LGB’s MTN origination activity.
In April, LGB Capital Markets was pleased to announce an increase in the programme limit for Universal Leasing Limited’s secured Medium Term Note Programme to £25 million. This reflects the continued confidence of investors in the MTN model, and the strength of the relationship between LGB and its issuer clients.
April also marked a fond farewell to Investment Director Ivan Sedgwick, who retired after fifteen years at LGB and a 40-year career in financial services. Ivan’s clarity of thought, depth of market knowledge, and distinctive voice made a lasting impression on colleagues and clients throughout his time at the firm, and he was celebrated at a reception at The Travellers Club in March. We wish him every happiness in his retirement. Before departing, Ivan shared some characteristically thoughtful reflections on a long career in markets, which are well worth reading for anyone with an interest in investment. You can find his parting thoughts here.
1 June 2026 marked the tenth anniversary of the LGB SME Private Debt Fund. Launched in June 2016 at £100 per share, the fund has grown to £195.55 per share as at 31 May 2026, representing an annualised return of 6.93% per annum over a decade, without a single negative calendar year.
The fund invests primarily in the secured MTN Programmes arranged by LGB Capital Markets, and its offshore gross roll-up structure allows returns to compound within the fund, with investors retaining control over the timing of any taxable event on disposal. As the UK tax environment continues to evolve, flexibility has become an increasingly relevant consideration for many investors.
We published a full tenth anniversary article to mark the occasion, which you can read here. We are proud of what the fund has achieved and grateful to the investors who have been part of that journey.
LGB’s CEO, Cedric Parent, and Associate Director of Capital Markets, Omar Haroun, returned to Barcelona in June for the Global ABS Structured Finance Conference – an important fixture in the calendar for meeting existing and new counterparties across the structured finance market. It was another productive few days of conversation and connection, and a valuable opportunity to represent LGB on the international stage.
June also brought our annual summer drinks party, and with it another gloriously sunny evening on the river. It was a pleasure to welcome so many familiar and new faces to the gathering, and a particularly fitting occasion to raise a toast to a milestone-filled year — including two decades as a regulated firm and ten years of the LGB SME Private Debt Fund. Events like this are a reminder of what matters most: the relationships we have built with our investing and corporate clients over many years.
While many slow down a little over the summer months, it is business as usual at LGB, with a great deal to look forward to in the second half of the year. We are working towards establishing a new MTN Programme in the coming months, with several others in the pipeline, and will remain active throughout the summer with a number of upcoming issues.
We are also looking forward to welcoming prospective investors to an event in September at The Shard in London, where members of the LGB team will present on how a laddered fixed income portfolio can deliver predictable income and attractive risk-adjusted returns. If you would like to express an interest in attending, please do not hesitate to get in touch by emailing Ruby Blackwood ([email protected]).
Transaction Manager
Alexia Rottet joined LGB in October 2025 as a Transaction Manager. Prior to LGB, she gained real estate experience by participating in the valuation of a property portfolio for A2immo.ch SA as a financial analyst, as well as working at Form Structural Design as an office manager. Alexia holds an MA in Entrepreneurship and Innovation and a BA in International Relations.
Relationship Manager
Ruby joined LGB in December 2024 as an Assistant Relationship Manager for our investing clients. She is responsible for all day-to-day transactions with investment clients and oversees the LGB Investments Platform and Deal Hub. Prior to LGB, Ruby worked at FHIRST, a start-up where she collaborated with the co-founders on revenue growth and improving client experiences. Ruby graduated with a First-Class degree in History from Durham University, and has obtained the CISI Level 4 Diploma in Investment Advice.
Finance Manager
Following a degree reading Chemistry at The Queen’s College, Oxford, Antonia trained to become a chartered accountant at a London-based audit firm. She then moved into the tax sector joining EY and completing the chartered tax adviser qualification. She then gained further experience working as a finance director within industry at a family office / hedge fund.
Programme size: £20m
Establishment Date: December 2017
Number of issues: 12
Sector: Marine tracking
Focus: Maritime surveillance and management
Programme size: £25m
Establishment Date: XX 2017
Number of issues: 20
Sector: Financial services
Focus: Loans and leasing
Associate Director
Omar joined LGB in February 2026 as an Associate Director in the Capital Markets team. He brings over five years of experience from NatWest, where he worked across the Leveraged Finance Origination and Portfolio Management teams. During this time, he supported a broad range of businesses from venture-backed to large-cap companies, with a primary focus on the mid-market. His experience was sector agnostic, and the majority of the companies he worked with were sponsor-backed, giving him extensive exposure to private equity-led transactions and capital structures. Omar holds a degree in Accounting and Finance from The London School of Economics & Political Science and is a Chartered Banker.
Adviser
Charles has played an important role in developing LGB & Co.’s investment approach by encouraging a focus on investing in businesses with strong IP or know-how with recurring revenue business models that can prosper throughout economic cycles. Charles brings over 30 years’ experience of investing in privately-owned and publicly-listed small and mid-market companies. He is a director of Larpent Newton & Co. and Hygea VCT plc. Charles qualified as a Chartered Accountant at Peat Marwick, now part of KPMG.
Adviser
Lisa has worked with LGB since 2015 in supporting the on-going cultural and organisational development of the firm, providing advice on strategic people matters. Since 2006, Lisa has been running her own consultancy and executive coaching business, People Possibilities Ltd. Her work is focused on supporting clients at an organisational, team and individual level to enable high performance,improve leadership capability and effect cultural and behavioural change. Previously Lisa has held senior HR leadership positions with Schroders, ABN AMRO and HSBC. Lisa graduated from the University of Birmingham with an honours degree in International Relations & French. She is a Fellow of the Chartered Institute of Personnel and Development (CIPD) and a qualified Executive Coach.
Chairman
Simon became non-executive Chairman of the Board of LGB & Co. with a focus on growth and strategic initiatives in December 2025. Simon has extensive experience in capital markets and wealth management. He previously ran the client and investment business of Heartwood and became Chief Executive in 2008. He led its well-regarded acquisition by Handelsbanken in 2013. Simon subsequently became NED and Chair of AIM-listed WH Ireland Group PLC. He was also asked to represent the wealth management sector on the FCA Smaller Business Practitioner Panel from 2013-2016.
Associate Director
Megan joined LGB in 2021 as a Relationship Manager. She is responsible for all day-to-day transactions with investment clients and oversees the LGB Investments Platform and Deal Hub. Prior to LGB, Megan worked at Puma Investments, a tax-efficient investment provider, in the sales and investor services team. Megan graduated from the University of Bath with a Bachelor of Science degree in Psychology, and has obtained the CISI Level 4 Diploma in Investment Advice.
Managing Director
Simone joined LGB in 2012 and is responsible for LGB & Co.’s business with institutional investors, wealth managers and sophisticated private investors. Simone’s team provides access to a range of compelling investment opportunities with a particular emphasis on structuring laddered portfolios of fixed income. In addition, the team manages portfolios of clients who have entered into advisory agreements with LGB Investments, and advises the fund managers of the Guernsey-based LGB SME Private Debt Fund. Prior to joining LGB & Co., Simone worked in the institutional fixed income department of Citigroup Global Markets. She began her career at Citigroup Private Bank in Geneva. Simone graduated from the University of Lausanne with a degree in HEC, Business Administration. She is a Chartered Member of the Chartered Institute for Securities & Investments and a Director of LGB.
CEO
Cedric was appointed CEO in July 2022 after a period of 18 months as a COO. Cedric spent 15 years working on the energy and commodities sales and trading desks for global banks (BNP Paribas, BAML and MUFG). He gained extensive international exposure, being based in London and Singapore and covering transactions in all geographic regions. Cedric graduated from Global Executive MBA at INSEAD in 2018 and started working in the capital markets space for growth-stage companies. He is also a director of LGB.
Managing Director, Capital Markets
Andrew founded LGB & Co. in 2005 and is managing the Capital Markets team. He has a particular focus on the development of strategic relationships with corporate clients and business partners. Prior to founding LGB & Co., Andrew was a Managing Director at Citigroup Global Markets, where he was responsible for its fixed-income business with private banks and retail institutions. Earlier in his career Andrew worked at Schroders in London and Tokyo. Andrew graduated from Oxford University with a degree in Modern History. He is a chartered member of the Chartered Institute for Securities & Investment.