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Financial advisers

Welcome to the AIC’s financial adviser centre. Here, you can access statistics, performance data, training, news, guides and videos on the investment company industry, including investment trusts and VCTs. All our services for financial advisers and wealth managers are free of charge and our CPD is accredited by professional bodies.

Spotlight – May 2019

9 May 2019

This month we bring you the inside story of the AIC’s sector overhaul – what’s changing, when and why. Also in Spotlight, David Prosser looks at Woodford Patient Capital Trust and Ian Cowie updates us on recent changes to his portfolio.

Managing the discount and premium

5 October 2018

Robert Jeens, Chairman of Allianz Technology, discusses the role of investment company boards in managing the discount and premium at which they trade.

The role & impact of investment company boards

4 October 2018

Board directors Clare Dobie, Alliance Trust, Robert Jeens, Allianz Technology and Gay Collins, JPMorgan Global Growth & Income discuss the role of investment company boards and how they add value for investors.

The History of Dunedin Income Growth

3 October 2018

A Nazi spy ring, James Bond author Ian Fleming, the US railway boom, Dundee and one of the UK’s greatest ever financiers – they are all connected to the story of Scotland’s first ever investment trust. Asset TV catches up with author John Newlands to find out more.

A steady hand

21 September 2018

With emerging markets entering bear territory, David Prosser explains why no action might be the best action for investors.

Time to consider VCTs?

7 September 2018

New research shows half of all high-net-worth individuals have never heard of VCTs. David Prosser discusses why advisers might be missing an opportunity.


Learning zone

Visit the AIC's new Learning Zone and enrol in online training courses.

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Face to face training

Find out about the AIC’s face to face training for financial advisers and wealth managers.

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Adviser introduction to investment companies

Portfolio watchlist

Choose and store a selection of companies you can view and compare later.

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