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Securities Brokerage
& Custody
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Private Client Advisory
LOM Private Wealth Advisors are dedicated, high-level professionals that provide personalized service to high
net-worth individuals. Your designated private advisor provides services from discretionary asset management,
brokerage and advisory services, to more personalized financial concierge services. They are objective,
• Real-time P&L, margin and position balances on various asset classes, including equities, bonds, futures,
options and warrants
independent and a vital component in helping you develop and maintain your wealth goals. Whether it is
• Multiple account access to all of your LOM accounts from one login
developing an estate structure or acting as a sounding board for investment ideas, your private advisor is
• Streaming Quotes from 50 plus major markets
there to help to ensure a successful outcome. LOM’s Private Advisors have a world of solutions at their fingertips.
• OPUS is straightforward and designed to be intuitively understood
• Account statement and trade confirmation generation for historical transaction searches
Global Custody Services
• Dividend and interest collection, corporate actions processing
LOM’s global custody services and capabilities are one of the best for trading and settlement of international
• Competitive transaction and administration fees
stocks and bonds offshore. LOM is one of only five financial institutions in Bermuda licensed and able to custody
• Margin lending on security positions for qualified accounts
and clear stock, bonds, cash and other securities. Global Custody and Clearing Limited (GCCL) is a wholly
• Minimum account size: $50,000
owned subsidiary of LOM Financial Limited, and provides banking custody services to LOM affiliates.
GCCL operates an international network of top tier global banks for the sub-custody of client assets.
Trade all Major Exchanges
We maintain numerous counterparty and jitney relationships with financial firms around the world to meet
Including but not limited to:
our clients’ varied investment and trading needs. Unlike a bank, we do not carry client cash and assets on our
• North America: United States, Canada and Bermuda
balance sheet; Global Custody and Clearing Limited holds client assets ‘in Trust’ on behalf of customers.
• The United Kingdom
• Europe: France, Germany, Amsterdam, Austria, Italy, Spain and Switzerland
Online Trading with OPUS
• Scandinavia: Denmark, Sweden, Norway
Trade the world online from wherever you are with OPUS by LOM. Our self-directed online trading platform
• Asia: Hong Kong, Japan, Singapore, Korea and Australia
provides access to all major global markets and exchanges. OPUS allows lightning fills on market trades and
• Africa: South Africa
automated settlement and custody in the local market currency. OPUS is our own proprietary offshore global
trading platform, purpose-built for international investing by offshore clients.
Physical Gold and Silver Bullion Trading and Custody
LOM has over 25 years of experience dealing in all manner of precious metals and associated derivatives.
Features & Benefits
Our highly experienced team has extensive contact networks in the precious metals investment sector.
• Fully offshore and completely international, OPUS is a multi-exchange, multi-currency, real-time trading platform
We can arrange insured delivery of gold or silver bullion through our network to most destinations in
• Direct Market Access to global equity markets
the world. In addition to gold and silver bullion, LOM deals in gold coins as produced by the world’s mints,
• Trade foreign stocks directly, in the local currency
including Australian Kangaroos, Austrian Philharmonics, Canadian Maples, Chinese Pandas, South African
• Access global investment opportunities
Krugerrands and the U.S. Buffalos.
