Alliance trust investments is committed to transparency and we believe that we are as transparent as possible given the regulatory and competitive environments that exist in the countries in which we operate. Kenneth joined alliance trust in october 2007, initially as an analyst on the trusts uk mid cap equity portfolio. Dec 15, 2016 alliance trust has agreed to sell its investment management arm to fund manager liontrust asset management for. Atst is a publicly traded investment and financial services company, established in 1888 and headquartered in dundee, scotland. Analysts at winterflood securities and cantor fitzgerald reveal their recommendations for those wishing to swap global exposure from. Alliance trust is moving more of its investments division out of dundee, but the organisations headquarters will remain in the city. Working lunches 2019 in partnership with orbis investments. Alliance trust has agreed to sell its investment management arm to fund manager liontrust asset management for. Alliance trust is an investment trust with a unique global equity portfolio that brings together an alliance of bestinclass equity managers as rated by willis towers watson and their best ideas. Alliance investment management is committed to providing transparency and scrutiny in its operations. We are committed to delivering superior investment performance for our clients.
Northern trust asset management is composed of northern trust investments, inc. Our acquisition and development strategies rely on more than 25 years of experience to identify market opportunities through both topdown and bottomup sourcing approaches. Liontrusts purchase of alliance trust investments a boon to aum. Alliance trust plc has reached its limit for free report views. The deal takes liontrusts assets under management aum past the. Liontrust completes alliance trust investments acquisition. Alliance trust ims attractive discount to net assets. Alliance trust moving more staff from dundee the courier. Antipodes partners, has appointed andrew gibson as a senior investment analyst, covering the global industrial and commodity sectors. Alliance trust company qualifies as a nevada financial institution and can serve as an independent trustee. Liontrust acquires alliance trust investments sri services.
Alliance trust name changes we have received notification from alliance trust of the proposed name change to their fund ranges which, subject to completion of the sale of ati, and the approval of the financial conduct authority fca, will have an effective date of 01042017. Jan 16, 2017 update on new approach to investment management. Were an awardwinning investment platform service provider and were here to help you and your financial adviser meet your financial goals. I joined alliance trust investments to lead our institutional efforts globally. Alliance trust asset management limited free company information from companies house including registered office address, filing history, accounts, annual return, officers, charges, business activity. Liontrusts purchase of alliance trust investments a boon. Our expertise in commercial equipment financing, sbausda loans, and commercial real estate will help you move forward in. Barry keane managing director, european institutional. Alliance has maintained the flexibility and financial discipline to capitalize on market conditions and valuation trends, and we are conservative in risk. Nevada asset protection trust alliance trust company. Kenneth warnock investment manager uk equities kenneth warnock is an investment manager in the uk equities team at alliance trust and is also cofund manager of the alliance trust uk equity income fund. The latest alliancetrust news for financial advisers and. The latest alliancetrustsavings news for financial advisers.
Alliance trust asset management limited overview free. Wtw brings a long history of investment innovation which marries well with alliance trust s pioneering heritage. Specialist fund manager liontrust has hired carol hyner to join the multiasset sales team. We are a newly formed boutique investment management company which is highly focused on a small number of technical investment solutions for the institutional market in both fixed income via strategic fixed income investment solutions and global equities via global fundamental unconstrained. The above rankings are not indicative of future performance. Invest through a pension, isa, general or child account with alliance trust savings. Alliance trust is an investment trust with a unique global equity portfolio that brings together an alliance of bestinclass equity managers as rated by willis. Were an investment trust offering a unique global equity portfolio an alliance of best ideas with a highconviction approach from 8 equity managers. Carol joins today, monday 9 september, to work alongside head of multiasset sales mark keogh and graeme southern, who covers the north of england and scotland. Apr 01, 2017 alliance trust investments limited has been sold to liontrust asset management plc. Alliance trust savings uses cookies to operate this website, to analyse website use, for advertising and promotional purposes and to link to our content hosted on thirdparty sites. The latest alliancetrustsavings news for financial.
Nov 11, 2019 the latest alliance trust savings articles from professional adviser page 1. General meeting to be held on 28 february 2017 on 15 december 2016, the board of alliance trust set out a proposed. Ati is a major player in the sustainable, responsible and ethical investment fund market with 30 entries on. On 1 april, the following funds will transfer to liontrust and change their names. We are therefore pleased to provide summaries of our audited financial statements. The nevada selfsettled spendthrift trust is one of the most powerful and effective asset protection and estate planning trusts available under nevada law. Funds under management at liontrust asset management soared by almost 50 per cent over six months to 30 september, as the specialist. The process was quite long, but all the questions asked were relevant and there was no tension during the discussion. Dynamic investment management leader northern trust. Now the land trust alliance has launched terrafirma risk retention group llc, which is owned by its members to insure the costs of upholding conservation easements and fee lands held for conservation purposes when they have been violated or are under legal attack.
An awardwinning online service, where your account charges wont grow. Edward troughton, managing director of alliance trust investments, is to leave the group to pursue another opportunity in. Formed in 2005, our team has over 80 years of combined experience. I interviewed at alliance trust plc dundee, scotland in february 2017. Alliance trust investments meets the full recommendations of the european sri transparency code. Liontrust investments limited free company information from companies house including registered office address, filing history, accounts, annual return, officers, charges, business activity. Alliance trust exit offer for activist elliott a major step forward investment trust commentators have welcomed the news alliance trust has agreed to buy out elliott advisors near 20% stake in the. Trust alliance capital has been serving commercial customers financing needs for over 15 years. The acquisition of the alliance trust investments helped asset manager liontrust grow its assets under management to. Alliance trust investments limited has been sold to liontrust asset management plc. Alliance trust savings for pensions, isas, funds and shares. Alliance trust asset management limited 04 oct 2007 12 apr 20 alliance trust equity partners limited. Alliance trust investments currently employs about 200 people in london and edinburgh. Alliance trust offers you the opportunity to invest with nine bestinclass global.
Alliance trusts confident ims 29 th october reiterated progress in terms of growth in third party aum. Oct 14, 2011 kenneth warnock investment manager uk equities kenneth warnock is an investment manager in the uk equities team at alliance trust and is also cofund manager of the alliance trust uk equity income fund. This location prides itself with our efforts to create a small townhome town bank that works with each customer, one at. Alliance trust funds transferring to liontrust on 1 april 2017. Alliance trust investments scottish ambulance service the scottish football association central venue, edinburgh case study dewars world of whisky campsie memorial trust hall case study aggreko plc head office glasgow aytoun hall auchterarder perth and kinross council. Our services put you and your adviser in control of your investment portfolio, saving time and effort so that you can both focus on what really matters.
The fund management business is sending more staff to its. Otherwise, you can disable cookies by adjusting the settings on your browser. Alliance trust investments has seen an increase in assets under management and, with the addition of the trust s mandate, has a strong base for future growth and improved profitability in 2016. Jan 16, 2017 alliance trust has set out details of a strategic overhaul to improve its investment performance that will see the dundeebased financial services group outsource management of its. Alliance trust savings, with its acquisition of the assets and business. Alliance trust advisers is their adviser platform offering which combines flexible flat fee charging with support tools and process efficiencies. The latest alliancetrustsavings articles from professional adviser page 1. Alliance trust to sell investment management arm to liontrust. Alliance trust plc does not currently have any hardcopy reports on. Alliance trust company is a fullservice, independent trust company in reno, nevada. Alliance trust has set out details of a strategic overhaul to improve its investment performance that will see the dundeebased financial services group outsource management of. Alliance trust investment bank plc be aware that the scammers may give out other false details or mix these with some correct details of the authorised firm.
Alliance trust funds transferring to liontrust on 1 april. Edward troughton, managing director of alliance trust investments, is to leave the group to pursue another opportunity in the industry. Liontrust investments limited overview free company. Liontrust completes acquisition of alliance trust investments. See who you know at alliance trust investments, leverage your professional network, and get hired. All content is posted anonymously by employees working at alliance trust plc. Liontrust has completed its acquisition of alliance trust investments ati in a bid to boost its sustainable investment offering. The latest alliancetrust news for investment advisers and. Analysts at winterflood securities and cantor fitzgerald reveal their recommendations for those wishing to. Fidelity international has confirm that head of pensions policy, richard parkin, will leave after 15 years, following the birth of his son recently. If you continue to use our website, you agree to having these cookies set on your device. Press releases media centre liontrust asset management plc. Alliance trust to sell investment management arm to.