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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.

The AIC and the lang cat

9 October 2019

Resources to help advisers use investment companies, all in one place.

How to overcome barriers to using investment companies on platforms, case studies, research, platform information and more.

Investing in unquoted companies

5 September 2019

Richard Watts, Manager of Merian Chrysalis, Suresh Withana, Manager of Adamas Finance Asia and Richard Matthews, Co-Founder and COO of Augmentum Fintech, discuss the attractions of investing in private companies, the benefits of the investment company structure for these assets, where they are finding opportunities and their outlook for the sector.

Recorded 2 September 2019.

Skin in the game

30 August 2019

David Prosser asks the all-important question, does your fund manager invest in their own portfolio?

Retirement risk?

23 August 2019

David Prosser examines a recent Master Adviser study and tells us why investment companies are well suited to pension pots.

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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.

See upcoming events

Adviser introduction to investment companies

Portfolio watchlist

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

Set up your watchlistView your watchlist