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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.

Scottish American: seeking an income that keeps on track

30 August 2018

Join Toby Ross and James Dow, Scottish American’s joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth.

Baillie Gifford UK Growth Fund: manager update

29 August 2018

Milena Mileva and Iain McCombie, co-managers of the Baillie Gifford UK Growth Fund, give an overview of the company following the board’s decision to move the mandate to Baillie Gifford

City of London: webinar

24 August 2018

City of London fund manager Job Curtis tackles investor questions with financial journalist Cherry Reynard. He addresses concerns around a so-called ‘hard Brexit’ and possible implications for the company’s portfolio.

The hunt for income

9 August 2018

With interest rates still at ultra-low levels, David Prosser discusses the income advantages of investment companies.

Biotech Growth: Fund Manager update

7 August 2018

Portfolio Manager, Geoffrey Hsu, discusses why innovation in areas such as gene therapy is presenting exciting opportunities in the biotechnology sector.

Worldwide Healthcare: manager update

3 August 2018

Trevor Polischuk, Portfolio Manager, explains how the company focuses on innovation and growth from across the healthcare sector to target superior returns.

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Learning zone

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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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