Our services
Our services are designed for institutional investors, wealth managers and sophisticated private 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
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 & 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
Medium Term Note (MTN) Programmes
LGB arranges MTN programmes which provide our investors with an attractive alternative to the public bond markets, where yields are at historic lows and issuance is limited.
MTNs offer our investors a frequent, fixed cash yield with interest paid gross. Regular new issuance allows the creation of a laddered portfolio, diversifying credit exposure and managing cash flows.
Notes are secured, either by way of first lien or robust second lien with a security trustee to monitor financial and business performance, covenants and collateral on behalf of investors, removing the need for individual monitoring and action. Our thorough due diligence and close partnership with our corporate clients is reflected in our proven track record of 100% capital recovery in default situations.
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.
News & Insights
Sema Lease - Limit Increase
LGB Capital Markets arranged a £35 million Medium Term Note (MTN) programme for Sema Lease UK Limited (Sema), the short-term vehicle leasing provider.
Read morePrivate debt funds are attractive, but they aren’t a straight route to strong returns
With the pandemic rendering conventional equity-bond portfolios unfit to generate stable yields, investors are increasingly turning to private debt funds – vehicles that lend to busine Read more
A Brief Dive Into Private Credit Investing
Private debt has been a principal beneficiary of measures to tackle the COVID-19 pandemic. Read more