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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.

Riding out the storm

21 December 2018

After a tough 2018, David Prosser looks at how investors can position themselves for 2019 and the part investment companies could play in managing volatility.

How did we do?

20 December 2018

AIC Chief Executive Ian Sayers looks back on 2018 and forward to the future.

Spotlight – December 2018

20 December 2018

In this month’s Spotlight, we take stock of 2018 and ask what crazy and wonderful adventures might be in store for us in the New Year. Content includes articles by Ian Cowie and AIC CEO Ian Sayers as well of the results of this year's fund manager poll.

What are the key causes for concern in 2019?

19 December 2018

Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, explain why global debt levels and trade wars are major threats in 2019.

What are the key reasons for optimism in 2019?

19 December 2018

Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, discuss why low inflation and healthy consumer spending are reasons why investors could be optimistic about 2019.

Time for change

14 December 2018

David Prosser reflects on attitudes towards investment companies six years since the retail distribution review was implemented.

Investment companies: the outlook for 2019

14 December 2018

Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, discuss the opportunities and risks for investors in 2019.

Recorded on 10 December 2018

Scottish Mortgage: invest in progress

13 December 2018

Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time.

Recorded on 1 December 2018

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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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