Fast Facts
Alliance Trust PLC is a FTSE 100 company that heads an international investment and financial services group that specialises in asset management, pensions and investment services. The company’s Net Asset Value is more than £2.7bn (as at 04/02/08).
Established in 1888, Alliance Trust’s headquarters are in Dundee and it has offices in London, Edinburgh and Hong Kong. Alliance Trust employs more than 300 people, most of whom are based at its Dundee offices
Our objective at Alliance Trust PLC is to be a core investment for investors seeking a long term store of increasing value.
Our assets are invested worldwide and across a range of sectors and asset classes to achieve diversification and manage risk. As well as quoted equities, the company also invests in other assets such as private equity, direct property and in its subsidiary companies.
Our principal subsidiaries are in asset management and financial services. The asset management business manages assets for other companies and funds for institutional and private investors.
Alliance Trust Savings, a wholly-owned subsidiary, which is also an authorised bank, offers investment dealing and pensions to individual investors and their advisers through its enhanced wrap platform. Alliance Trust Savings provides sharedealing, investment wrapper accounts such as ISAs, a full range of Self-Invested Personal Pensions, and accounts for investing for children such as First Steps and its Children’s SIPP.
One of the top ten SIPP providers by number of accounts, Alliance Trust Savings is one of the UK’s top ten SIPP providers by number of accounts. It offers a full range of SIPPs from the sharedealing Select SIPP, which allows a choice of more than 3,000 investments, to the Full SIPP that permits investment in property and other assets. It administers investment accounts on behalf of more than 48,000 customers (at end Jan 2008)


