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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.

Spotlight – July 2020

2 July 2020

This month’s Spotlight looks beyond the short-term impacts of the coronavirus crisis to what may be the pandemic’s more lasting effects.

2016: What have we learned?

6 January 2017

David Prosser discusses the three themes that Citywire argues have characterised 2016 for investment companies and examines why each offers something different for advisers.

Securities Trust of Scotland Manager Update

20 December 2016

Mark Whitehead, Portfolio Manager of Securities Trust of Scotland, discusses the outlook for markets, the stocks he’s finding attractive and the trust’s recent evolution to an unconstrained investment approach.

Inside Monks

19 December 2016

Charles Plowden, Manager, explains how Monks Investment Trust aims to capture pockets of growth others may overlook.

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Why advisers use investment trusts

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

Learning zone

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

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Portfolio watchlist

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

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