Our services

Our services are designed for institutional investors, wealth managers and sophisticated private investors.

Institutional Investors

Institutional Investors

Institutions participate in our equity and debt offerings. The former allow exposure to exciting growth companies, the latter to the attractive risk adjusted returns of our MTN programmes which increase portfolio yields. We have established relationships with third party agents, trustees and registrars and work closely with the nominees and custodians of institutional investors to settle transactions in accordance with best market practice, including CREST. Our MTNs are based on Loan Market Association (LMA) documentation, listed on Recognised Exchanges with details of each issue available on Bloomberg.

Wealth Managers

Wealth Managers

We work closely with wealth managers who trust us to provide them with investments that are diligenced thoroughly and constructed intelligently and are not widely available elsewhere. Wealth managers can instruct transaction settlement on their existing investment platforms or arrange for their clients to open accounts on the LGB Investments platform.

Sophisticated Private Investors

Sophisticated & HNW Investors

Through the LGB Investments online platform, our clients are able to invest in LGB's secured Medium Term Note (MTN) programmes either directly or via the LGB SME FundIn addition, they can gain access to bespoke EIS opportunities in both private and AIM-listed companies

How to invest

We offer direct investments in equity and debt transactions, advisory portfolios as well as fund solutions, depending on the investors’ profile and preference.

Direct investments

Our clients can invest in individual transactions through their online investment account. Our platform enables investors to open multiple accounts for family members, including corporate and SIPP accounts, and allows for a consolidated view of their total investments. Wealth managers and institutional investors can instruct transaction settlement on their existing investment platforms or through the LGB Investments platform. To learn more about our platform fee schedules, please click here.

Advisory Accounts

Through our platform, clients may wish to opt for portfolio services where LGB Investments will manage their portfolio in accordance with their individual circumstances, including their investment objectives, experience and risk tolerance. Clients may choose between an Advisory Dealing account, where LGB will provide advice on a transaction-by-transaction basis, or an Advisory Managed account, where LGB provides advice in the context of their overall portfolio and stated investment goals. To learn more about our advisory fee schedules, please click here.

LGB SME Fund

The LGB SME Fund, established in June 2016, is a roll-up fund managed by Heritage Fund Managers Limited in Guernsey, with LGB Investments acting as advisor. The fund has successfully generated steadily compounding returns for investors by investing in a diversified portfolio of secured Medium Term Notes. It is able to accommodate monthly subscriptions and redemptions through the active management of a laddered portfolio of issues. Authorised by the Guernsey Financial Services Commission, the fund is available in the UK on a restricted basis to Investment Professionals, High Net Worth and Sophisticated Investors with a medium to long term horizon. For more information, please read the latest fund fact sheet here

Bing

Case Study

Acamar Films Limited

Acamar owns the intellectual property and commercial rights to the children’s animation character Bing. LGB has been the corporate finance advisor of the company since 2014. In the intervening years of growth, LGB’s clients have invested in the company’s business through issues of shares and loan notes. Acamar has used the proceeds of the fundraisings to create an international animation star with the potential to become a global evergreen brand. 

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SRT Marine Systems plc

Case Study

SRT Marine Systems plc

SRT Marine Systems PLC, originally Software Radio Technology, an AIM listed company, has grown over the last few years to be a significant player in the market for marine surveillance, both for fisheries and for coastal protection. This is a market with enormous potential for multi-year contracts and long term relationships. LGB has been pleased to be able to help SRT and provide funding to support its international expansion.

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BioQuiddity

Case study

BioQ Pharma Inc.

LGB Investments recognised the long-term investment opportunity represented by BioQuiddity’s proprietary technology and international expansion. LGB Investments recommended that its clients participate in the company’s fundraising, which helped BioQuiddity accelerate its growth, realise its potential upside and justify a significant exit valuation.

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Simply Asset Finance

Case Study

Simply Asset Finance

LGB Corporate Finance arranged a £20 million secured medium term note (MTN) programme for Simply Asset Finance, the specialist asset finance provider backed by Cabot Square Capital, providing its network of investors with a new attractive high yield investment opportunity.

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News & Insights

7 September 2020

Back British biotech by improving the clinical trials process

Andrew Boyle, CEO of LGB & Co. Limited, wrote an article for Pharmiweb on how to improve the British biotech sector.

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1 September 2020

Is it safe to get back in the water? SME credit investments in the post-Covid world

Please join us to hear from our expert panel on how investors are viewing the market and assessing SME risk and resilience over the next 6 months and beyond. Read more

27 August 2020

COVID-19 is causing a renaissance in the UK biotech sector, we must ensure it lasts

Andrew Boyle, CEO of LGB & Co. Limited, wrote an article published in PharmaPhorum on the impact COVID-19 is having on the biotech sector in the UK.

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Contact us

Please contact us for further information on our investment services.

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