LGB provides access to a stream of quality placings on institutional terms in the sectors they follow, often with the significant benefit of a management presentation. They also arrange private placings of high yield debt. Both streams of business are not really available elsewhere, particularly access to management. Very friendly and knowledgeable team, with an online execution platform backed by a world class custodian.
– Silverwood Capital
I am happy to have been a client of LGB Investments since 2007 and find LGB’s assumption of the burden of due diligence on SMEs a very satisfactory facet of its service. I have no hesitation in commending the firm to anyone looking for the benefit of the personal – and focused – attention to be expected of a first rate boutique. Overall, the investments I have made on LGB’s recommendation have performed very satisfactorily indeed.
– Anthony Rentoul
I was fortunate in being introduced to LGB in early 2014, with bank interest rates being so low I was looking for investment help. LGB provided a mixture of reasonably high interest loans together with tax efficient investments in smaller firms with reasonable prospect of capital gain. I have come to appreciate the care taken to select investment opportunities that are an advantageous mixture of risk and opportunity.
– Hugh Humphreys
I have been a client of LGB for over six years and invested in many of their recommendations. I have to say that they have achieved an extraordinary rate of return on about 16 investments I have made over that time. I put this down to careful due diligence before they recommend an investment and continuing active oversight once the investment is made. I would have no hesitation in recommending them to anyone wanting to extend their portfolios into the sectors which LGB have singled out to invest in.
– Michael Johnson
I enjoy working with LGB as I can trust them to conduct institutional quality diligence on the opportunities they present as well as finding truly interesting companies to get involved with. The overlap of these two competencies is unique.
– David Brierwood
I have invested with LGB for over six years, and have am delighted to have received an average return of 8% pa at a time when national interest rates are at an all time low. I am regularly offered new investment opportunities in a well researched and easily understood format and the amounts involved are entirely at my discretion. The well designed company web site offers investors instant access to their own account information and any queries are dealt with promptly and efficiently by a pleasant and efficient team of professionals, which results in comfort and confidence.
– Paul Cockerham
I have always had a strong interest in technical and medical innovations however when it comes to investing in young organisations in these sectors I realise that I probably know enough only to be dangerous to myself! It has therefore been immensely helpful to have worked with LGB who not only provide an interesting “deal flow” but are able to show these opportunities in context with relevant presentations and give the ability to meet and question the entrepreneurs “online”. Once invested they provide regular trading updates and ensure that there is an efficient record-keeping process giving further comfort to the investor.
– Tim Sketchley
Since selling my own business, I have been investing with LGB & Co taking advantage of their introduction to EIS and AIM investments as well as Corporate Loans. Their invitations to meet and question company management teams before investing means I can make my own judgement as to risk of each investment – something that is missing from the other firms dealing with these types of investment. They have built an experienced and friendly team that is both helpful and understanding of my investment needs.
– Ernest K.
I have been a client of LGB for over 10 years and have participated in a variety of different opportunities including loan note offers, EIS and non-EIS qualifying share placings etc… The quality of the opportunities that LGB bring to investors is generally very good, which has given me the confidence that the parameters used by LGB in screening such opportunities are thorough and rigorous. Furthermore LGB have retained the personal touch in the years I have been with them and always respond very promptly and courteously to any queries I may have.
– Anonymous
Your research is better than most hence the deals are better than most and the service is first class.
– Anonymous
LGB & Co. Limited
Tintagel House, 92 Albert Embankment
London
SE1 7TY
Relationship Manager
Ellana joined LGB in March 2024 as a Relationship Manager for our investing clients. Prior to LGB, Ellana worked at Bellecapital, handling client relationships and supporting the portfolio management team. Ellana graduated with a First-Class in Mathematics from Cardiff University and has a Level 4 Investment Advice Diploma.
Adviser
Simon became an Advisor to the Board of LGB & Co. with a focus on business strategy and initiatives in March 2024. Simon has extensive experience debt capital markets and wealth management. He previously ran the client and then the investment business of Heartwood and became Chief Executive in 2008. He led its well-regarded acquisition by Handelsbanken in 2013. Simon subsequently became NED and Chair of AIM-listed WH Ireland Group PLC. He was also asked to represent the wealth management sector on the FCA Smaller Business Practitioner Panel from 2013-2016.
Finance Manager
Following a degree reading Chemistry at The Queen’s College, Oxford, Antonia trained to become a chartered accountant at a London-based audit firm. She then moved into the tax sector joining EY and completing the chartered tax adviser qualification. She then gained further experience working as a finance director within industry at a family office / hedge fund.
Founder and Chairman
Andrew founded LGB & Co. in 2005 and is the Chairman of the company. He has a particular focus on the development of strategic relationships with corporate clients and business partners. Prior to founding LGB & Co., Andrew was a Managing Director at Citigroup Global Markets, where he was responsible for its fixed-income business with private banks and retail institutions. Earlier in his career Andrew worked at Schroders in London and Tokyo. Andrew graduated from Oxford University with a degree in Modern History. He is a chartered member of the Chartered Institute for Securities & Investment.
Capital Markets Director
Fergus advises corporate clients looking to raise debt and equity capital. He is also responsible for the execution and ongoing management of LGB’s MTN Programmes. Fergus joined LGB in 2019 having started his career at Lloyds Banking Group on the graduate training programme, before moving to the Leveraged Finance division, where he focused on transactions with mid-market corporates and PE firms. Fergus holds an MSc in Petroleum Geology from the University of Aberdeen.
Adviser
Lisa has worked with LGB since 2015 in supporting the on-going cultural and organisational development of the firm, providing advice on strategic people matters. Since 2006, Lisa has been running her own consultancy and executive coaching business, People Possibilities Ltd. Her work is focused on supporting clients at an organisational, team and individual level to enable high performance,improve leadership capability and effect cultural and behavioural change. Previously Lisa has held senior HR leadership positions with Schroders, ABN AMRO and HSBC. Lisa graduated from the University of Birmingham with an honours degree in International Relations & French. She is a Fellow of the Chartered Institute of Personnel and Development (CIPD) and a qualified Executive Coach.
Adviser
Charles has played an important role in developing LGB & Co.’s investment approach by encouraging a focus on investing in businesses with strong IP or know-how with recurring revenue business models that can prosper throughout economic cycles. Charles brings over 30 years’ experience of investing in privately-owned and publicly-listed small and mid-market companies. He is a director of Larpent Newton & Co. and Hygea VCT plc. Charles qualified as a Chartered Accountant at Peat Marwick, now part of KPMG.
Programme size: £25m
Establishment Date: XX 2017
Number of issues: 20
Sector: Financial services
Focus: Loans and leasing
Programme size: £20m
Establishment Date: December 2017
Number of issues: 12
Sector: Marine tracking
Focus: Maritime surveillance and management
Associate
Ben joined LGB in October 2022 as an associate after spending three years as a credit analyst at 9fin, where he produced research on corporates in the European & US High Yield and distressed debt markets.Ben holds an MSc in Investment Management from Bayes Business School (formerly Cass) and is a CFA charter holder.
CEO
Cedric was appointed CEO in July 2022 after a period of 18 months as a COO. Cedric spent 15 years working on the energy and commodities sales and trading desks for global banks (BNP Paribas, BAML and MUFG). He gained extensive international exposure, being based in London and Singapore and covering transactions in all geographic regions. Cedric graduated from Global Executive MBA at INSEAD in 2018 and started working in the capital markets space for growth-stage companies. He is also a director of LGB.
Relationship Manager
Megan joined LGB in January 2021 as a Relationship Manager. She is responsible for all day-to-day transactions with investment clients and oversees the LGB Investments Platform and Deal Hub. Prior to LGB, Megan worked at Puma Investments, a tax-efficient investment provider, in the sales and investor services team. Megan graduated from the University of Bath with a Bachelor of Science degree in Psychology. Megan obtained the CISI Level 4 Diploma in Investment Advice in October 2021.
Investment Director
Ivan is LGB’s Investment Director: he is responsible for developing LGB’s investment proposition in the context of the broader market and economic developments. He regularly meets individual company management teams to seek out and monitor investment opportunities. Ivan has served as a senior adviser to the Equity Division of Société Générale, and was previously Managing Director in charge of equity sales for them in London. Earlier in his career, Ivan worked at Morgan Stanley, Lazards and Schroders. He has degrees in history from Cambridge University & London University, and an MBA from Cass Business School.
Managing Director
Simone is responsible for LGB & Co.’s business with investing clients, who include institutional investors, wealth managers and sophisticated private investors. Simone’s team provides access to a range of compelling investment opportunities with a particular emphasis on proprietary medium term note and equity transactions. Simone manages the portfolios of clients who have entered into advisory or discretionary investment agreements with LGB Investments, and advises the fund managers of the Guernsey-based LGB SME Fund. Prior to joining LGB & Co., Simone worked in the institutional fixed income department of Citigroup Global Markets. She began her career at Citigroup Private Bank in Geneva. Simone graduated from the University of Lausanne with a degree in HEC, Business Administration. She is a Chartered Member of the Chartered Institute for Securities & Investments.