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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 – July 2019

12 July 2019

This month in Spotlight, find out about our autumn training seminars, explore the social benefits and political risks of infrastructure, and see which manager has been running the same investment company since the pound coin was introduced.

Acknowledging accountability

24 May 2019

David Prosser discusses Terry Smith’s recent step down from Fundsmith Emerging Equities and the role of non-executive directors.

David Prosser discusses Terry Smith’s recent step down from Fundsmith Emerging Equities and the role of non-executive directors.

Come what May

17 May 2019

David Prosser discusses an old wives’ tale and income advantages of investment companies.

Edinburgh Worldwide Investment Trust - Manager Update Part 1 - Q2 2019

1 May 2019

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Edinburgh Worldwide Investment Trust - Manager Update Part 2 - Q2 2019

1 May 2019

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Baillie Gifford Shin Nippon - Manager Update Q2 2019

1 May 2019

Portfolio manager of Shin Nippon, Praveen Kumar, discusses the main takeaways from his extended trip to Japan and past and potential future activity within the portfolio.

Portfolio manager of Shin Nippon, Praveen Kumar, discusses the main takeaways from his extended trip to Japan and past and potential future activity within the portfolio.

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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.

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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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