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Financial advisers

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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.

A safer structure

17 July 2020

David Prosser discusses the benefits of closed-ended investment companies over open-ended funds for investing in property.

COVID-19: Investment company outlooks

6 July 2020

Hugh Young, Aberdeen Standard Asia Focus, Gervais Williams, Diverse Income Trust, and Francesco Conte, JPMorgan European Smaller Companies, discuss their outlook for the regions in which they invest.

COVID-19: Risks

6 July 2020

Hugh Young, Aberdeen Standard Asia Focus, Gervais Williams, Diverse Income Trust, and Francesco Conte, JPMorgan European Smaller Companies, discuss the risks for the regions in which they invest.

COVID-19: opportunities

6 July 2020

Hugh Young, Aberdeen Standard Asia Focus, Gervais Williams, Diverse Income Trust, and Francesco Conte, JPMorgan European Smaller Companies, discuss the opportunities in regions in which they invest post COVID.

COVID-19: the impact of coronavirus

6 July 2020

Hugh Young, Aberdeen Standard Asia Focus, Gervais Williams, Diverse Income Trust, and Francesco Conte, JPMorgan European Smaller Companies, discuss the impact of COVID-19 on their investment company.

Unquoted allocations

3 July 2020

Using research from Pantheon, David Prosser examines the benefits of including private equity investment companies in your portfolio.

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Why advisers use investment trusts

Find out why financial advisers use investment trusts (investment companies).

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Portfolio watchlist

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

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