Service delivered consistently by knowledgeable, trusted people

Companies receive thoughtful advice and commentary from our experienced staff.  Institutional investors hunting for ideas get direct access to our seasoned sales team and research analysts. Traders wanting high or low-touch execution from multiple venues, with proper performance benchmarking, deal with us daily.

We’ve been a partner in more than £19 billion of raises since inception, introduced private and institutional money to corporate and investment fund opportunities and brought North American investors into British businesses.

Liberum Research

Our team of analysts are experts in their respective fields and maintain constant contact with both companies and institutions to keep atop of the issues that matter most.

We produce All-Cap Pan-European Equity Research across ten pillars of excellence in the UK and Continental Europe. We believe that our All-Cap model facilitates read-across, and a greater depth of sector knowledge. Our entrepreneurial environment drives independent thinking at a macroeconomic and political level, enabling our specialist analysts to identify fresh data points and deliver unique insights. 

Pillars PNG
Indepth Cover Photos

Our team cover our 10 pillars of excellence, comprising Alternatives, B2LT* (Building, Business Services, Leisure & Transport), Consumer, Financials, Healthcare, Industrials, Real Estate, Resources, Strategy and TMT** (Technology, Media and Telecommunications).

Research in numbers

c. 340 All-cap companies and funds covered across UK & Europe
38 Analysts across our 10 pillars of excellence
Top 3 Since 2014 as voted by Fund Managers, 2019 Extel UK Small & Mid Caps
Top 3 in 11 sectors 2019 Extel UK Small and Mid Caps

Our goal in Research is simple: to produce well-considered and thought-provoking ideas that help our clients to make money.

Joe Brent Head of Research | Liberum
Sales (1)

Liberum Sales

Our highly experienced sales team is based in both London and New York.  We pride ourselves on the relationships we have built with fund managers on both sides of the Atlantic which has allowed us to introduce North American investors to pan-European companies.

Years of experience and relationship-building mean our trusted sales team speaks daily with institutional investors who want only actionable ideas relevant to them.  Our goal is to help them outperform the market.  We focus on cash equities and convertibles.

We work closely with a diversified range of top-quality corporate clients. Our links with investors are the bedrock for IPOs, equity raisings for listed companies and block trades.

Sales in numbers

16 Sales staff on hand in UK and New York
20 years Average experience for sales staff in UK & NY
1,215 Analyst meetings across UK in 2018

As a sales desk our purpose is to deliver good ideas to institutional clients and to put our corporates in a position to use the capital markets to create value for their shareholders

Julian Collett Head of Equity Sales | Liberum

Liberum Execution and Market Making

Liberum provides a powerful set of services across a wide range of stock capitalisations. We bring liquidity in the niches that matter and are market-makers in more than 350 large, mid and small cap stocks.

In electronic trading, we provide access to more than 50 dark pools, SI's & exchanges, offer three electronic block trading facilities and have developed a number of proprietary dark aggregators to help achieve price advantages that are independently benchmarked by LiquidMetrix.

We also deploy white-labelled algorithms from several of our seven Tier 1 investment bank partners.

Underpinning all the computers and technology is an experienced team that offers tailored advice and strategies, giving a highly personalised service.

Top 3 in Trading & Execution Extel UK Small & Mid Caps for past 6 years
c.350 total number of stocks in which we are a registered market maker
T Rex

Liberum T-REX

Liberum has recently innovated in the electronic trading space with a new trading algorithm called T-REX, built in conjunction with Turquoise (LSE). T-REX executes retail flow using institutional trading technology, specifically new lit auctions (called periodic or continuous) that have appeared since MIFID II came into force.

The auctions occur every 50-100 ms all day and as such can offer a faster way of trading than the market making RSP, or can be used alongside the RSP. When executed, T-Rex will always achieve Mid-point or better.

Email Dominic Lowres to find out more about T-REX - Or follow us on LinkedIn.

Our highly experienced and professional execution team offer expert distribution through established relationships and cutting edge technology.

Graham Smith Head of Execution | Liberum

Corporate & Investor Relations

The Corporate & Investor Relations (CIR) team is based in both London and New York and strives to build trusted relationships across all of our clients, be they corporates, institutions or part of the private client broker network. The CIR team originates and executes roadshows and events, and works closely with Liberum’s corporate clients throughout the year. Collaborating internally with Liberum’s Sales, Trading, Corporate Broking and Research teams gives a clear understanding of our clients’ ambitions and can assist in creating a cohesive strategy to help them reach those goals.

Extensive targeting, using both quantitative and qualitative analysis, ensures that Company Management is put in front of the most relevant investors. The CIR team rigorously maintains an up-to-date shareholders’ register and undertakes full Roadshow coordination, incorporating IR planning meetings, Results Roadshows, bespoke Reverse Roadshows, Analyst & Sales presentations, Site visits and CMDs.

The team has been top-rated by Extel over the past 4 years and all the Executive Team members are FCA registered, with a broad depth of experience across a wide skill-set.

105 Corporate clients that we advise
324 Company roadshows across the UK in 2018

Expert Access

Our investor clients are increasingly keen to deepen their industry knowledge. Led by Mark James, our Liberum Expert Access team focuses on introducing industry experts and interesting companies to investors, through a series of one-to-one meetings, events and sector-specific conferences. Thematic events bringing private and public companies together, alongside industry experts have proved very popular as investors explore disruptive technologies and emerging trends.

Find out more about our recent events and read our wealth of testimonials below, or get in touch with Mark James for further information.

28 Expert events and conferences held in 2018
c.350 Client attendees in 2018

I thought the conference was excellent with a good mix of publicly-listed opportunities and private / industry viewpoints

Attendee 2018 | Conference

I thought today's roundtable was an excellent, insightful event. The interaction between the companies was compelling with a good balance of public companies and private equity backed/private businesses

Attendee 2018 | Roundtable event

It was a good day thanks - taking on information through a fire hose! I liked the format

Attendee 2019 | Conference

Equities Team

David Parsons

David Parsons

Director, Head of Equities

David joined Liberum in 2008. Prior to Liberum, David was a Managing Director and Head of UK Equity Sales at Citigroup.

Edward Blair

Edward Blair

Head of Product Strategy, Equities

Ed joined Liberum in 2007. He previously worked for Cazenove in both Emerging Market and Pan European equity sales.

Graham Smith

Graham Smith

Head of Execution

Graham joined Liberum in 2016. Prior to Liberum, Graham has worked for Dillion Reed, Salomon Brothers, Citigroup, Unicredit and Trafalgar Capital.

Joe Brent

Joe Brent

Head of Research

Joe joined Liberum in 2009. He was previously Managing Director and Head of UK Small and Mid Cap research at Citigroup.

Julian Collett

Julian Collett

Head of Sales

Julian joined in 2007 having previously spent 11 years working at Cazenove.

Mark Godridge

Mark Godridge

Chief Executive Officer - USA

Mark joined Liberum in 2007 and has been in New York for over 20 years selling Pan-European equities throughout the US and Canada.

Mark James

Mark James

Head of Expert Access

Mark re-joined Liberum in 2016 after four years away setting up an Innovation function for the main board of PwC in the UK.

Lynsey Cox

Lynsey Cox

Head of Corporate & Investor Relations

Lynsey joined Liberum in 2015, having spent 4 years at Numis as an Associate Director on the Investor Relations team.

London
New York

Our offices

London

Ropemaker Place, Level 12 25 Ropemaker Street London EC2Y 9LY

New York

20th Floor 575 Fifth Avenue New York NY 10017