About us | History | Objective | Group Structure | Key Facts


2005 - The Acquisition of Wolanski

In October, Alliance Trust Savings acquired Wolanski & Co Trustees Ltd, a provider of high-quality pension administration services. Alliance Trust Savings has one of the most comprehensive, flexible and keenly priced suites of wrapper products available to a retail investor and continues to offer a range of flexible savings products.


2006 (May) - Two become one, a simpler structure

At an extraordinary general meeting on 10 May, shareholders of The Alliance Trust and The Second Alliance Trust voted in favour of merging into one trust to be called Alliance Trust. Over time, the two boards had come to look the same and the investment policies were now almost identical. In effect, this merger created the largest global generalist investment trust in the United Kingdom. The decision to merge allowed the companies to streamline the corporate structure, and will enable us to be more responsive to opportunities, add efficiency and improve returns.


2006 (September) - Expansion with launch of new asset management business

Following a decision made in 2005 to locate some of our investment team in the Asian market a new boutique asset management company was established in 2006, called AT Asset Management (Asia-Pacific) Limited. This will aim to manage a diverse range of products and services to meet the needs of both retail and institutional portfolios. The first two funds to be managed by AT Asset Management's investment team are the Premier Alliance Trust Asia-Pacific Equity Fund and the Premier Alliance Trust Japan Equity Fund. These funds were launched under an open-ended investment company structure - a first for Alliance Trust.


2006 (November) - Private equity expertise added

Alliance Trust acquired venture capital investment company Albany Ventures in a move that broadens the company's investment expertise by bringing on board a highly experienced private equity team.


2007 (March) - Online Dealing Service

Launch of Alliance Trust Online, an innovative, low-cost online investment dealing service, enabling investors to buy and sell shares and to trade across their various investment and pension plans in a single instruction. The real-time service was developed to make it easier and quicker for customers to manage their portfolios.


2008 (February) - Joining the Blue Chips

On 7 February, Alliance Trust entered the FTSE 100 index, a significant milestone in the company's development and one which comes less than two years since our merger with sister company Second Alliance Trust. It is pleasing that Alliance Trust takes its place in this prominent ranking in the same year that we are celebrating the company's 120th anniversary.


Today - The largest investment trust in the UK, by market value

Alliance Trust PLC is a self-managed investment company with investment trust status. With headquarters in Dundee, Alliance Trust PLC has been investing since 1888 and is one of the largest generalist UK investment trusts by assets listed on the London Stock Exchange. As at 31 January 2011, it managed assets of nearly £2.9bn.


1873 - 1888 | 1918 - 1966 | 1969 - 1998 | 2005 - Present