Brokerage & Trading

SBZ has a dedicated trading team that focuses on servicing its wide client base, and also in engaging with both retail and institutional investors on a regular basis.

SBZ has established close trading and brokerage relationships with international brokerage firms and institutional investors. Particularly, SBZ has fostered strategic relationships with:

  • Auerbach Grayson, based in New York, United States of America, provides access to the United States and European institutional investors;
  • Imara Africa Securities, based in Johannesburg, South Africa, provides access to African and other foreign institutional investors; and
  • Exotix Securities, based in London, United Kingdom, provides access to European institutional investors.

Sponsoring Broker Services

SBZ currently acts as sponsoring broker for over 75% of the companies listed on the LuSE, and facilitates the interpretation of the LuSE Listings Requirements, the review and facilitation of the regulatory approval of corporate actions or announcements, and other such services involving compliance with the LuSE Listings Requirements and the Securities Act. 

Corporate Finance Advisory

SBZ is currently the leading investment banking house focusing on the LuSE. This has culminated from years of tenacious work, professionalism, strong client relationships, solution oriented advisory, international strategic relationships, and an experienced and dedicated team of exceptional professionals.

SBZ sponsor a range of advisory services to corporates in the Zambian Capital Market i.e:

  • IPO’S
  • Capital Raisings
  • Valuations
  • Disposals
  • MBO/LBO’s
  • Bond Issuance

Investment Advisory

Based on a client’s investment objectives, SBZ gives professional guidance of what asset class or mixture of asset classes will suit the clients’ needs. This service is offered to both retail/individual and institutional clients.  On a consultative basis, SBZ assists its institutional clients with asset allocation and portfolio rebalancing as and when required.