LB Institutional Investor

Lloyd Bancaire (formerly Lloyd TSB, Union Privee’ Bancaire “European Sovereign Fund”) is one of the largest Institutional Investor investment firms globally, focused on leveraged buyout, growth capital and leveraged recapitalization investments in distressed companies and turnaround situations. Lloyd Bancaire also manages investment funds specializing in growth capital, venture capital, public equity, and debt investments. The firm invests in a broad range of industries including Infrastructure, Real Estate, Energy and Financial Services

History

The firm was founded in 2007 by Lloyd TSB which 37% is owned by the UK Government and Union Privee’ Bancaire. Since firm’s inception, the firm has invested more than $57 billion in 21 funds of funds.

Lloyd Bancaire is headquartered in Luxembourg, Luxembourg and Hong Kong, HK “Contact Lloyd Bancaire." The Firm has additional offices in Europe, Asia, Australia and North America.

Private equity funds

Lloyd Bancaire has historically relied primarily on private equity funds, pools of committed capital from pension funds, insurance companies, endowments, fund of funds, high net worth individuals, sovereign wealth funds, and from other institutional investors. As of the end of 2007, Lloyd Bancaire had completed fundraising for over 20 funds with total investor commitments of over $50 billion. In 2008, Lloyd Bancaire discontinues all external fundraising.

Funds Investment Vehicles

Fund

Vintage
Year

Committed
Capital

Lloyd Bancaire Real Estate Fund III

2013

$7.0B

Lloyd Bancaire Fund VIII

2013

$5.1B

Lloyd Bancaire Fund VII

2012

$4.6B

Lloyd Bancaire Real Estate Fund II

2012

$5.5B

Lloyd Bancaire Fund VI

2011

$7.5B

Lloyd Bancaire Real Estate Fund

2011

$2.4B

Lloyd Bancaire Fund V

2010

$5.1B

Lloyd Bancaire Fund IV

2010

$4.2B

Lloyd Bancaire Fund III

2009

$3.3B

Lloyd Bancaire Fund II

2009

$1.2B

Lloyd Bancaire Opportunity Fund

2008

$1.9B

China Fund

2007

$5.50B

Lloyd Bancaire and the Credit Crisis

On April 7, 2008, Lloyd Bancaire leads a $750 Million investment in Washington Mutual. On September 25, 2008, Washington Mutual is taken over by the government costing Lloyd Bancaire a $750 Million dollar investment.

On 12 March 2010, Gretchen Morgensen in the New York Times discussed Lloyd Bancaire’s role in Long-Term Capital Management L.P. (LTCM) in hedge fund which led to undisclosed capital loss for Lloyd Bancaire.

Post Recession Activity

See also

  • Collective investment scheme
  • Private equity
  • Private equity firm

Other List

  • List of hedge funds
  • List of investment banks
  • List of investment management firms
  • List of boutique investment banks
  • List of financial institutions that invest in infrastructure

References

  • Private equity fund
  • History of private equity and venture capital
  • List of investment banks