as lse atst industry financial services founded 1888 headquarters dundee scotland uk key people lord smith chairman peter michaelis head of investment products investment management pensions revenue 114.4 million 2015 1 operating income 70.0 million 2015 1 profit 60.6 million 2015 1 website www.alliancetrust.co.uk alliance trust plc is a publicly traded investment and financial services company headquartered in dundee scotland . established in 1888 the firm operates the largest investment trust in the uk . 2 alliance trust is the sixth largest public company based in scotland . 3 it is listed on the london stock exchange and is a constituent of the ftse 250 index . contents 1 history 2 operations 3 references 4 external links history edit the alliance trust plc was formed by the 1888 merger of three dundee based mortgage and land companies the dundee investment company the dundee mortgage and trust investment company see 1888 u.s. supreme court case dundee mortgage trust investment co v. hughes 124 u.s. 157 and the oregon and washington trust which was set up to provide loans to immigrant farmers on the west coast of the united states . 4 many prominent figures in dundee invested some of their money in the alliance trust and its predecessors including merchants ship owners textile manufacturers and businessman such as sir john leng . 5 the company subsequently expanded into other asset classes . in 1918 the firm agreed to share premises and other costs with the western & hawaiian investment company 6 a mortgage lender which initially focused its business on sugar planters in hawaii before expanding . 4 five years later it was renamed the second alliance trust although no formal merger between the two took place until 2006 . 6 7 the trusts later moved into fixed income investing in the 1920s and 30s before adding significant quantities of shares to their portfolios in the late 1950s . 8 a savings division was established by alliance trust in 1986 offering pensions and other investment products . 9 a formal merger with the second alliance trust was finally conducted in 2006 as the investment strategies of the two companies had come to closely resemble each other . 10 the company left its headquarters of over 90 years meadow house in dundee s reform street on 1 june 2009 for a purpose built facility on 8 west marketgait in dundee city centre . 3 7 alliance trust offices at 8 west marketgait dundee in 2011 it was reported that university of dundee archive services had become custodians of the alliance trust s extensive archives . 5 11 following criticism by elliott advisors an activist shareholder katherine garrett cox stood down as chief executive and left the company in march 2016 . 12 operations edit the company focuses its investment in global equities and fixed income . it is the parent company to alliance trust investments which acts as the investment manager and alternative investment fund manager . 13 references edit a b c annual report 2015 pdf . alliance trust . retrieved 28 march 2016 . rutherford hamish 6 february 2008 . alliance trust comes out of turbulence on top to join ftse 100 . the scotsman . archived from the original on 7 february 2008 . retrieved 18 february 2008 . a b robbins bruce 9 january 2007 . alliance trust makes city hub of expansion . the courier . retrieved 18 february 2008 . a b about us history 1873 1888 . alliance trust . retrieved 18 february 2008 . a b baxter kenneth march april 2011 . the alliance trust dundee and the wild west pdf . broadsheet the sca newsletter 1 6 . retrieved 9 june 2011 . a b about us history 1918 1966 . alliance trust . retrieved 18 february 2008 . a b ms 335 alliance trust archive . archive services online catalogue . university of dundee . retrieved 13 october 2014 . bolger andrew 6 february 2005 . on the way up in the oldest lift in the land . financial times . retrieved 18 february 2008 . about us history 1969 1998 . alliance trust . retrieved 18 february 2008 . farrow paul 29 march 2006 . alliance puts its trust in 2.8 billion merger . the daily telegraph . retrieved 18 february 2008 . business archives . archives records and artefacts at the university of dundee . retrieved 13 october 2013 . katherine garrett cox to leave alliance trust . bbc . 15 february 2016 . retrieved 28 march 2016 . alliance trust completes investment reshuffle . fund strategy . 4 february 2016 . retrieved 28 march 2016 . external links edit official website companies portal v t e ftse 100 ftse 250 companies of the united kingdom 3i infrastructure aa aberdeen asset management aberforth smaller companies trust acacia mining aggreko aldermore group alliance trust allied minds amec foster wheeler ao world ascential ashmore group assura atkins auto trader group aveva balfour beatty bankers investment trust barr a.g. bba aviation beazley group bellway berendsen berkeley group holdings bank of georgia bh macro big yellow group b & m european retail value bodycote booker group bovis homes group brewin dolphin holdings british empire trust britvic brown n. btg plc cairn energy caledonia investments capital & counties properties card factory carillion centamin cineworld city of london investment trust clarkson close brothers group cls holdings cmc markets cobham computacenter countryside properties countrywide cranswick crest nicholson cybg daejan holdings dairy crest debenhams dechra pharmaceuticals derwent london dfs dignity diploma domino s pizza drax group dunelm group edinburgh investment trust electra private equity electrocomponents elementis entertainment one essentra esure euromoney institutional investor evraz f & c commercial property trust fidelity china special situations fidelity european values fidessa group finsbury growth & income trust firstgroup fisher james & sons foreign & colonial investment trust g4s galliford try gcp infrastructure investments genesis emerging markets fund genus go ahead group grafton group grainger great portland estates greencoat uk wind greencore greene king greggs gvc holdings halfords group halma hansteen holdings harbourvest global private equity hastings group hays henderson group hicl infrastructure company hill & smith hiscox hochschild mining homeserve howdens joinery hunting ibstock icap ig group holdings imi inchcape indivior inmarsat intermediate capital group international personal finance international public partnerships investec ip group jardine lloyd thompson jd sports john laing group john laing infrastructure fund jpmorgan american investment trust jpmorgan emerging markets investment trust jpmorgan indian investment trust jrp group jupiter fund management just eat kaz minerals keller kennedy wilson europe real estate kier group ladbrokes laird lancashire holdings londonmetric property man group marshalls marston s mccarthy & stone meggitt mercantile investment trust metro bank millennium & copthorne hotels mitchells & butlers mitie moneysupermarket.com group monks investment trust morgan advanced materials murray international trust national express group nb global ncc nmc health ocado group onesavings bank p2p global investments pagegroup paragon group of companies paypoint paysafe pennon group perpetual income & growth investment trust personal assets trust petrofac pets at home phoenix group holdings playtech polar capital technology trust polypipe premier farnell pz cussons qinetiq rank group rathbone brothers redefine international redrow regus group renewables infrastructure group renishaw rentokil initial restaurant group rightmove rit capital partners riverstone energy rotork rpc group safestore saga savills scottish investment trust scottish mortgage investment trust segro senior serco shaftesbury shawbrook bank sig plc smith ds smurfit kappa group softcat sophos spectris spirax sarco engineering spire healthcare sports direct ssp group stagecoach group st. modwen properties supergroup svg capital synthomer talktalk group tate & lyle ted baker telecom plus temple bar investment trust templeton emerging markets investment trust thomas cook group tritax big box reit tr property investment trust tullett prebon tullow oil ubm udg healthcare uk commercial property trust ultra electronics holdings unite group vectura group vedanta resources vesuvius victrex virgin money weir group wetherspoon j d w h smith william hill witan investment trust wizz air woodford patient capital trust wood group workspace group worldwide healthcare trust zoopla retrieved from https en.wikipedia.org w index.php title alliance trust & oldid 738737468 categories companies established in 1888financial services companies of scotlandinvestment management companies of the united kingdomscottish brands1888 establishments in scotlandcompanies based in dundeehidden categories use dmy dates from june 2013 navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search 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