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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 – April 2019

11 April 2019

As India embarks on the largest general election in the world, we hear from investment company managers about the prospects for the nation’s economy and stock market. Also in this issue, Ian Cowie talks us through his life lessons and we discover how managers are incorporating ESG into their strategies.

Let bygones be bygones

22 November 2018

150 years after the launch of the world’s first ever collective investment fund, the Foreign & Colonial Investment Trust has formally changed its name. David Prosser finds out more and examines the significance.

Tetragon Financial Group explained

21 November 2018

What is it? Why do you do it? How do you do it? Paddy Dear, co-founder of Tetragon Financial, gives an overview of this unique investment company.

Japan Trust Manager update

19 November 2018

Matthew Brett, lead manager of the Baillie Gifford Japan Trust, provides an update on the trust and the wider Japanese investment environment in which it operates. 

Value investing, with James Henderson and Laura Foll

14 November 2018

Watch the Co-Managers of Henderson Opportunities Trust and Lowland Investment Company answer questions live from investors on Trust TV. Questions touched on specific stocks, sector weightings and management style in this lively Q&A.

Recorded 16th October 2018.

Unlisted value

9 November 2018

David Prosser explains that value can be found outside the stock market and how investment companies allow you access to these opportunities

BB Healthcare Trust

6 November 2018

Manager, Paul Major, gives an update on the company and discusses why healthcare presents an attractive opportunity.

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Learning zone

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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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