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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 Mortgage Stock Stories: Shopify

14 January 2019

Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity.

Scottish Mortgage Stock Stories: Ant Financial

14 January 2019

Ant Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage.


11 January 2019

David Prosser asks the all-important question. Which investment companies will outperform in 2019?

Spotlight – January 2019

10 January 2019

In this month’s issue we look at healthcare and millennials, where Polar Capital Global Healthcare explain why big pharma shouldn't be ignored.  Ian Cowie examines a relatively good year for biotech and healthcare investment companies. Investment Week columnist Jayna Rana examines the advantages of investing in investment companies for younger generations.

How is your portfolio positioned?

22 December 2018

Peter Spiller – Capital Gearing, explains why he is looking to inflation-linked investments to protect his portfolio from threats.

How are you approaching Brexit?

21 December 2018

Jean Roche – Schroder UK Mid Cap, discusses how online disruption and overseas earnings are helping to protect her UK portfolio from Brexit uncertainty.


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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