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 Fund. In 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.

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.

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. Please contact us to receive the latest fund fact sheet. 

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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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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AB Dynamics

Case study

AB Dynamics Plc

LGB Investments identified a strong opportunity for its clients to invest in the IPO of specialist engineering firm AB Dynamics. Those that participated took profits on LGB Investment’s advice following two market re-ratings and realised significant gains.

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News & Insights

27 July 2020

Scancell Raises £15m to Progress Three Clinical Programmes

On 22 July, Scancell announced a transformational £15 million fundraising that will enable the company to progress its three clinical programmes. Read more

3 July 2020

LGB joint bookrunner in £30m equity placing for AFC Energy

LGB & Co. Limited has acted as a Joint Bookrunner for AFC Energy plc (AIM: AFC), a leading provider of hydrogen power generation technologies on a £30 million equity placing. 

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30 June 2020

How to get your business out from under the COVID-19 debt mountain

Growth businesses face owing £105bn in debt because of COVID-19. Angus Grierson, Managing Director of LGB Corporate Finance, shows the various ways you can escape the debt mountain.

 

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Contact us

Please contact us for further information on our investment services.

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