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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 – June 2019

6 June 2019

This month, we were going to talk about how investment companies are meeting the challenge of climate change. We’re still doing that, but for some reason, we just felt like adding some stuff about how the closed-ended structure of investment companies works really well for illiquid assets. Not sure why.

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

Back to the future?

10 December 2018

David Prosser discusses the potential of saving through investment trusts for younger generations and how pensions can offer a suitable starting point.

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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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