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 on top of the issues that matter most.

We produce All-Cap Pan-European Equity Research across twelve 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. 

Our team cover our 12 pillars of excellence, comprising Alternatives, Building, Business Services, Consumer, Financials & FinTech, Healthcare, Industrials, Leisure, Real Estate, Resources, SAS (Strategy, Accounting and Sustainability) and Technology & Media.

Liberum Pillars Final Design Sept 2023
Research Picture

Research partnerships - systematic analysis and over 120 additional stocks covered via our research partners:

LiberumSAM (in collaboration with Systematic Analysis Limited) - a systematic investment analysis approach covering around 2000 companies in Europe and the United States. Combining revisions momentum with operating momentum and valuation tools, it is designed to help investors outperform by generating investment ideas that reflect opportunity and risk

Agency Partners LLP - over 20 global Aerospace and Defence companies 

Research Partners AG - over 100 Swiss companies

Research in numbers

400+ All-cap companies and funds covered across UK & Europe including via our research partners.
30 Analysts across our 12 pillars of excellence
13 Partner Analysts*
12 Pillars of Excellence

*Partner analysts include Agency Partners LLP, Research Partners AG and Systematic Analysis Limited

Research Team

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.

Shonil Chande

Shonil Chande

Alternatives

Sanjay Vidyarthi

Sanjay Vidyarthi

Business Services

Gerald Khoo

Gerald Khoo

Business Services

Wayne Brown

Wayne Brown

Consumer

Adam Tomlinson

Adam Tomlinson

Consumer

Nick Anderson

Nick Anderson

Financials and Fintech

James Allen

James Allen

Financials and Fintech

Seb Jantet

Seb Jantet

Healthcare

Ed Thomason

Ed Thomason

Healthcare

Ed Maravanyika

Ed Maravanyika

Industrials

Anna Barnfather

Anna Barnfather

Leisure

Sam Wahab

Sam Wahab

New Energy

Bjorn Zietsman

Bjorn Zietsman

Real Estate

Tom Price

Tom Price

Resources

Ben Davis

Ben Davis

Resources

Yuen Low

Yuen Low

Resources

Andrew Ripper

Andrew Ripper

Technology & Media

Joachim Klement

Joachim Klement

Strategy, Accounting and Sustainability

Susana Cruz Ramirez

Susana Cruz Ramirez

Strategy, Accounting and Sustainability

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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
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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.

Distribution partnerships - broader and deeper distribution capabilities via our valued partners.

Raymond James - United States and Continental Europe
CGS-CIMB - Asia

Accessing over 2,000 institutions worldwide, opening up new geographies and pools of capital.

Sales in numbers

13 Sales staff on hand in UK and New York
20 years Average experience for sales staff in UK & NY
8,500 Client interactions per year

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

Oliver Baxendale Head of UK 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 267 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 Leading Industry Survey 2014-2019
c.267 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 was top-rated in leading industry surveys 2016-2019 and all the Senior Team members are FCA registered, with a broad depth of experience across a wide skill-set.

96 Corporate clients that we advise
3,066 1-1 meetings between Corporates and Investors globally in the last 12 months.

Upcoming Liberum Conferences

A selection of our upcoming conferences are listed below:

  • Thursday 18 April: FCA Consultation Paper Review
  • Wednesday 22 May: Quarterly AIM Conference

  • Tuesday 11 June: Liberum CEO Networking

For further information or a full list of our upcoming events, please email CIR@liberum.com 

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"I'm delighted we're back seeing management teams in person and developing a rapport...it was a fantastic event"
Attendee | SPEED-DATING EVENT

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

Liberum appointed as Joint Corporate Broker to Harmony Energy Income Trust plc

Liberum appointed as Joint Corporate Broker to Harmony Energy Income Trust plc

May 2024 News

Completion of merger between Liberum and Panmure Gordon

Completion of merger between Liberum and Panmure Gordon

May 2024 News

Liberum appointed as NOMAD and Sole Corporate Broker to DF Capital

Liberum appointed as NOMAD and Sole Corporate Broker to DF Capital

Apr 2024 News

Equities Team

David Parsons

David Parsons

Executive Chairman and Head of Equities

David joined Liberum in 2008 as Head of Equity Sales and was appointed Executive Chairman in December 2020.

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.

Natalie Clarke

Natalie Clarke

Head of Corporate and Investor Relations

Natalie joined Liberum in September 2018 as a Senior Associate in the Corporate & Investor Relations team.

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