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.
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. Accounts will be designated Self-Directed, with LGB acting on the clients' instructions. Wealth managers and institutional investors can instruct transaction settlement on their existing investment platforms or through the LGB Investments platform.
Through our platform, clients may wish to opt for our 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 click here to see the latest fund fact sheet and risk factors.
Angus Grierson, Managing Director of LGB Corporate Finance, wrote an article for CEO Today on the top five tips to selling your business amid a globally uncertain backdrop.Read more
Andrew Boyle, CEO of LGB & Co. Limited, wrote an article for Growth Business on preparing to sell a business and why it's all about spreading the message.Read more
LGB has arranged over £5.5 million of Medium Term Note issuance in July, August and September. Read more