When you have a business to run you don’t need distractions.

We make the process of buying, holding and selling shares for your business, employees, existing shareholders and you, straightforward and cost-effective. Our corporate share services include:

•  Employee share incentive programme execution
•  Corporate custody and share dealing
•  Director and executive management discounted dealing
•  Shareholder and certificated stock services
•  Cash management


For businesses undertaking an IPO, we provide custody services for private equity owners, founders, directors, management and other pre-IPO shareholders.

Services for share incentive programmes

We provide custody and share dealing services, including conditional cashless exercise of options, for companies offering share incentive programmes and employee benefit trusts.

We can also provide executives with personal investment accounts, so they can easily hold and trade their shares in the future.

Employee Share Incentives 4
Employee Share Incentives 3

We make it as easy as possible for you, providing bespoke application forms branded with your logo and relevant information tailored to your incentive programme.

We work with EBT trustees, company secretaries, scheme managers and registrars to ensure share rewards are made seamlessly for participants and trades are executed without issue and at institutional prices.

Corporate share incentive plan clients include:

Company
Mind Gym Plc
Company
XPS Pensions Group Plc
Company
Hotel Chocolat Plc

Corporate securities services

If you are buying back stock or making strategic investments in other companies, we can provide your business with a comprehensive custody service, including holding company stock in treasury, as well as trade execution.

You’ll have direct access to our experienced and expert dealing team, ensuring market trades are handled diligently, efficiently and at institutional prices.

Trading
Investments

We can deal in and hold investments globally, so strategic investments are not just limited to your home market. If you prefer to use other brokers for execution, we can settle the trade on a Delivery versus Payment basis.

Directors and executive dealing

We provide traditional stockbroking services for directors and executive management, including participation in share placings and IPOs for their connected companies. The emphasis is on bespoke service and value for money.

Board Meeting
IPO

It is increasingly important for directors and executive management to show “skin in the game” with investments in the businesses they are connected with. As such we are pleased to offer discounted custody and dealing rates when trading in and holding their connected company shares with us. We also act swiftly to open accounts in time for participation in placings and IPOs.

Recent corporate transactions with directors / management participation

Company
Ted Baker Plc
Company
MJ Gleeson Plc
Company
Hotel Chocolat Plc
Corporate Services (1)

Other corporate services

Please contact us to discuss any other securities or share services you may require.

Certificated stock and share register services
We can work with you to provide a certificated shareholder dealing service. This can address share register issues and long tails of smaller holders, removing perceived stock overhangs and reducing costs.

International shareholder dealing
We have clients based globally and can provide dealing services to internationally based shareholders. This can help investors who may find it difficult to find local brokers able to hold their stock electronically or offer liquidity.

Cash Management
We can also provide cash management services to make your cash work harder for you.

Our extensive experience in markets, access to the latest technology and established network of relationships ensures that your trades are always expertly executed, giving you a head start to profitability

Giles Cumner Dealing & Execution | Liberum Wealth