Our services

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

Sophisticated Private Investors

Sophisticated Private Investors

Our private clients open online investment accounts that have dealing and investment reporting functionality. Investors are able to open multiple accounts for family members, SIPP and ISA accounts. Each account is designated self-dealing, advisory or discretionary managed in accordance with the client’s choice. Alternatively investors may want to consider the LGB SME Fund, in order to benefit from a diversified portfolio of secured loan notes.

Wealth Managers

Wealth Managers

Wealth managers can instruct transaction settlement on their existing investment platforms or arrange for their clients to open an LGB Investments account. In addition to working with clients of wealth managers on a self-directed basis, we offer advisory and discretionary investment services.

Institutional Investors

Institutional Investors

We work closely with the nominees and custodians of institutional investors to settle transactions in accordance with their existing procedures.

How to invest

We offer direct investments in transactions, advisory or discretionary portfolios as well as a fund solution, depending on the investors’ preference.

Direct investments

Our clients can invest in individual transactions through their online investment accounts. Our online platform enables investors to open multiple accounts for family members, SIPP and ISA accounts, and have a consolidated view of their investments. Accounts can either be designated Self-Dealing, where LGB will act on the clients instructions, or Advisory Dealing where LGB will provide advice on a transaction by transaction basis. Wealth managers and institutional investors can instruct transaction settlement on their existing investment platforms or through the LGB Investments online platform.

Managed Accounts

Through the LGB investment platform, clients may wish to opt for our portfolio services where LGB Investments will manage their portfolio in accordance to their individual circumstances including their investment objectives, experience and risk tolerance. Clients may choose between an Advisory Managed account, where LGB Investments monitors their portfolios and provides investment advice related to transactions in the context of their overall portfolio, or a Discretionary Managed account, where investment decisions are made at the discretion of LGB Investments according to the client’s stated investment goals.

LGB SME Fund

The LGB SME Fund is a roll-up fund managed by Heritage Fund Managers Limited in Guernsey, with LGB Investments acting as investment advisor. The fund’s objective is to generate steadily compounding returns for growth orientated investors with a medium to long term investment horizon. The fund invests in a diversified portfolio of secured loan notes with a short average duration and is able to accommodate monthly subscriptions and redemptions. The fund is authorised by the Guernsey Financial Services Commission, and may be marketed in the UK on a restricted basis to Investment Professionals, High Net Worth Investors and Sophisticated Investors. Please click here to see the latest fund fact sheet.

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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Greenside Way Property LLP

Case study

Greenside Way Property LLP

LGB Investments arranged an issue of loan notes to replace a five year term loan at Greenside Way Property, a LLP which was established to hold the property asset of private equity-backed Industrial Latex Compounds. This presented an attractive opportunity for investors due to the company’s prominence in its sector and the generous yield payable.

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News & Insights

10 August 2018

Reward Finance Group Limited

LGB Corporate Finance has advised Reward Finance Group Limited on the extension of its wholesale debt funding line by £10 million.

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25 July 2018

How Wealth Managers Need To Up Their Game To Attract More Female Investors

Simone Westerhuis, Director of LGB Investments, wrote an article for Wealth Briefing Magazine on how wealth managers can attract more Read more

23 July 2018

Benchmarking Private Banks' Succession Planning Strategies

Simone Westerhuis, Director of LGB Investments, contributed to an article for on succession planning strategies of major private banks for UHNWs.

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Contact us

Please contact Simone Westerhuis, Managing Director, LGB Investments, to discuss your individual requirements and hear more about how our tailored approach and expert advice can take your business to its next stage of growth.

Contact Us