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 – January 2020
9 January 2020
Now the starting gun’s been fired on the Twenties, take a moment to find out which sectors won gold, silver and bronze in the decade just passed. It might not be the ones you expect…
Investing in unquoted companies – the effect of current economic and market uncertainty?
4 September 2019
Richard Watts, Manager of Merian Chrysalis, Suresh Withana, Manager of Adamas Finance Asia and Richard Matthews, Co-Founder and COO of Augmentum Fintech, discuss the effect of current economic and market uncertainty on their portfolios.
Recorded 2 September 2019.
Investing in unquoted companies – the benefits of the investment company structure
4 September 2019
Richard Watts, Manager of Merian Chrysalis, Suresh Withana, Manager of Adamas Finance Asia and Richard Matthews, Co-Founder and COO of Augmentum Fintech, discuss the benefits of the investment company structure for investing in unquoted companies.
Recorded 2 September 2019.
Investing in unquoted companies – where are you finding opportunities?
4 September 2019
Richard Watts, Manager of Merian Chrysalis, Suresh Withana, Manager of Adamas Finance Asia and Richard Matthews, Co-Founder and COO of Augmentum Fintech, discuss where they are finding opportunities.
Recorded 2 September 2019.
Investing in unquoted companies – why private companies?
4 September 2019
Richard Watts, Manager of Merian Chrysalis, Suresh Withana, Manager of Adamas Finance Asia and Richard Matthews, Co-Founder and COO of Augmentum Fintech, discuss why they invest in private companies.
Recorded 2 September 2019.
Investing in unquoted companies
2 September 2019
The closed-ended case.
Skin in the game
30 August 2019
David Prosser asks the all-important question, does your fund manager invest in their own portfolio?
Retirement risk?
23 August 2019
David Prosser examines a recent Master Adviser study and tells us why investment companies are well suited to pension pots.
What do football and funds have in common?
16 August 2019
David Prosser looks at how investment company managers tend to stay longer than those of open-ended funds.
Investment companies reach record £200 billion
12 August 2019
Industry assets double in six and a half years.
Overcoming the hurdles
9 August 2019
The barriers to financial advisers using investment companies have demonstrable flaws says David Prosser.
Discussing discounts
1 August 2019
David Prosser discusses the narrowing of discounts in the investment company industry.
AIC response to IA’s final report to HM Treasury
1 August 2019
Long-term asset funds: “A square peg in a round hole”.
Long-term asset funds: “A square peg in a round hole”.
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