Liberum Wealth is a subsidiary of Liberum, a leading independent investment bank and institutional broking house based in London, with an office in New York and a reputation for excellence.
Liberum was founded in September 2007 to provide a different style of broking and investment banking service. From the outset the Liberum team sought to create real and lasting relationships with clients – the emphasis was put on being straight-talking, loyal and innovative in addressing client needs. Liberum’s staff are part of a team where ideas are nurtured, convictions are trusted and development is encouraged. To date, this philosophy has served Liberum well, with an as yet unbroken record of profitability.
These values and beliefs flow through to Liberum Wealth and both Liberum and Liberum Wealth have a proven ability to be creative and innovative against an ever-evolving backdrop of economic and regulatory change. We take a common sense approach to doing business and go the “extra mile” for our clients.
Liberum Wealth is a London Stock Exchange member firm and our global network of partners enables you to deal in securities seamlessly across international markets. We are based in Guernsey, a leading global financial hub, white-listed by the OECD and the EU, and as such investments are held with us in a stable, secure and well-regulated international finance centre.
Our people
Stephen Ozanne
Chief Executive Officer
Stephen Ozanne is Chief Executive of Liberum Wealth.
Shane Le Prevost
Executive Director
Shane Le Prevost is Liberum’s founder and is an Executive Director of the Company, he was Chairman and Chief Executive until December 2020. He is a Board Director of Liberum Wealth.
Jeremy Stubbs
Business Development Executive
Jeremy joined Liberum Wealth in 2022 and has over 20 years’ experience in the finance industry.
Tom Bacon
Head of Custody and Investment Administration
Tom joined Liberum Wealth at its inception, alongside other members of our operations team.
Giles Cumner
Dealing & Execution
Giles joined Liberum Wealth in 2018 and has over 25 years experience of dealing across major stock, bond, currency, commodity and futures and options markets.
Adam Pickering
Legal Counsel
Adam joined Liberum as in-house counsel in early 2022. He moved to Guernsey in 2014, having qualified as a lawyer in South Africa.
Maxine Robins
Client Relations Officer
Maxine joined Liberum in 2021. She is responsible for providing full support to new and existing Clients, working strategically to build long-term relationships and providing a streamlined approach to Liberum Wealth’s services.
Lloyd Bannocks
Head of Execution
Lloyd joined Liberum Wealth in January 2023 as Head of Execution. Lloyd is responsible for Liberum Wealth’s execution services for securities and FX that are offered to institutional, professional and private clients.