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Darius McDermott: Is the Japanese dream team out of ammunition?

To say Japan has had a tricky start to the year is an understatement. Negative interest rates introduced at the end of January bizarrely boosted the yen, while equities tumbled 14.7 per cent in the two weeks following the cut. That is Japan in a nutshell really: investors can either be wildly successful or wildly […]

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Lighthouse signs advice deal with fostering agency

Network Lighthouse has signed a two year deal to provide financial advice services to FosterTalk, a firm that provides support services for 30,000 foster carers. The tie-up sees the network give advice across retirement planning, mortgages and investments. It is the latest in a series of affinity partnerships that means Lighthouse provides advice to staff […]

Platforum head of intermediary research Miranda Seath

Platform focus: Raymond James taps the trend towards ‘insourcing’

This week, we take a look at Raymond James. The platform is focused on attracting advisers that hold discretionary investment management permissions and believes its roots in stockbroking give it an edge over the competition. Typically used by stockbrokers and investment focused financial planners with wealthy clients, the average portfolio size is around £500,000 but […]

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Barclays in sale talks on French banking and wealth arm

Barclays is in exclusive talks with private equity firm AnaCap Financial Partners over a deal to sell its French retail banking operations. The French arm includes a network of 74 branches, a life insurance business, and wealth and investment management operations. AnaCap holds stakes in challenger bank Aldermore, as well as banks in Belgium, Malta, […]

The Merchants Trust

Simon Gergel, portfolio manager, The Merchants Trust, Allianz Global Investors, discusses the aim and objective of the fund, what challenges there are in running a concentrated portfolio, where to find the most value in equity markets and how the portfolio is currently positioned.

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