How to invest
We offer direct investments in transactions, advisory or discretionary portfolios as well as a fund solution, depending on the investors’ preference.
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.
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.
LGB Corporate Finance has advised Reward Finance Group Limited on the extension of its wholesale debt funding line by £10 million.Read more
Simone Westerhuis, Director of LGB Investments, wrote an article for Wealth Briefing Magazine on how wealth managers can attract more Read more
Simone Westerhuis, Director of LGB Investments, contributed to an article for on succession planning strategies of major private banks for UHNWs.Read more
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