Alliance trust asset management limited 04 oct 2007 12 apr 20 alliance trust equity partners limited. Alliance trust savings for pensions, isas, funds and shares. Northern trust asset management is composed of northern trust investments, inc. Liontrusts purchase of alliance trust investments a boon. Analysts at winterflood securities and cantor fitzgerald reveal their recommendations for those wishing to swap global exposure from.
Alliance trust savings, with its acquisition of the assets and business. Were an investment trust offering a unique global equity portfolio an alliance of best ideas with a highconviction approach from 8 equity managers. Alliance trust is moving more of its investments division out of dundee, but the organisations headquarters will remain in the city. Dynamic investment management leader northern trust. Dec 15, 2016 alliance trust has agreed to sell its investment management arm to fund manager liontrust asset management for. 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. Liontrust completes alliance trust investments acquisition. 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. Press releases media centre liontrust asset management plc. Alliance trust advisers is their adviser platform offering which combines flexible flat fee charging with support tools and process efficiencies. Our expertise in commercial equipment financing, sbausda loans, and commercial real estate will help you move forward in your business. Working lunches 2019 in partnership with orbis investments. Ati is a major player in the sustainable, responsible and ethical investment fund market with 30 entries on. 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.
This location prides itself with our efforts to create a small townhome town bank that works with each customer, one at. All content is posted anonymously by employees working at alliance trust plc. Alliance trust asset management limited overview free. An awardwinning online service, where your account charges wont grow. The deal takes liontrusts assets under management aum past the. 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. Nov 11, 2019 the latest alliance trust savings articles from professional adviser page 1. Liontrust has completed its acquisition of alliance trust investments ati in a bid to boost its sustainable investment offering. General meeting to be held on 28 february 2017 on 15 december 2016, the board of alliance trust set out a proposed. Alliance trust moving more staff from dundee the courier. Barry keane managing director, european institutional. Alliance investment management is committed to providing transparency and scrutiny in its operations.
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. The latest alliancetrustsavings articles from professional adviser page 1. Otherwise, you can disable cookies by adjusting the settings on your browser. The acquisition of the alliance trust investments helped asset manager liontrust grow its assets under management to. Alliance trust asset management limited free company information from companies house including registered office address, filing history, accounts, annual return, officers, charges, business activity. Antipodes partners, has appointed andrew gibson as a senior investment analyst, covering the global industrial and commodity sectors. The nevada selfsettled spendthrift trust is one of the most powerful and effective asset protection and estate planning trusts available under nevada law. 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. Edward troughton, managing director of alliance trust investments, is to leave the group to pursue another opportunity in. 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. Alliance trust company qualifies as a nevada financial institution and can serve as an independent trustee. The latest alliancetrustsavings news for financial.
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. The process was quite long, but all the questions asked were relevant and there was no tension during the discussion. The latest alliancetrustsavings news for financial advisers. Edward troughton, managing director of alliance trust investments, is to leave the group to pursue another opportunity in the industry. Liontrusts purchase of alliance trust investments a boon to aum. 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. Liontrust investments limited free company information from companies house including registered office address, filing history, accounts, annual return, officers, charges, business activity. Alliance trust to sell investment management arm to liontrust.
Formed in 2005, our team has over 80 years of combined experience. Alliance trust company is a fullservice, independent trust company in reno, nevada. Alliance trusts confident ims 29 th october reiterated progress in terms of growth in third party aum. Our expertise in commercial equipment financing, sbausda loans, and commercial real estate will help you move forward in. We are therefore pleased to provide summaries of our audited financial statements.
See who you know at alliance trust investments, leverage your professional network, and get hired. On 1 april, the following funds will transfer to liontrust and change their names. Alliance trust offers you the opportunity to invest with nine bestinclass global. Alliance trust investments currently employs about 200 people in london and edinburgh.
Liontrust investments limited overview free company. Trust alliance capital has been serving commercial customers financing needs for over 15 years. Alliance trust ims attractive discount to net assets. 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.
Alliance trust investments meets the full recommendations of the european sri transparency code. 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. 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.
Wtw brings a long history of investment innovation which marries well with alliance trust s pioneering heritage. I interviewed at alliance trust plc dundee, scotland in february 2017. Invest through a pension, isa, general or child account with alliance trust savings. Funds under management at liontrust asset management soared by almost 50 per cent over six months to 30 september, as the specialist. Were an awardwinning investment platform service provider and were here to help you and your financial adviser meet your financial goals. Alliance has maintained the flexibility and financial discipline to capitalize on market conditions and valuation trends, and we are conservative in risk. Apr 01, 2017 alliance trust investments limited has been sold to liontrust asset management plc. The latest alliancetrust news for investment advisers and. 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. Alliance trust plc has reached its limit for free report views. I joined alliance trust investments to lead our institutional efforts globally. Liontrust acquires alliance trust investments sri services. The above rankings are not indicative of future performance. We are committed to delivering superior investment performance for our clients.
Nevada asset protection trust alliance trust company. 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. Liontrust completes acquisition of alliance trust investments. Our acquisition and development strategies rely on more than 25 years of experience to identify market opportunities through both topdown and bottomup sourcing approaches. Jan 16, 2017 update on new approach to investment management. Specialist fund manager liontrust has hired carol hyner to join the multiasset sales team. 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. 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. Alliance trust funds transferring to liontrust on 1 april. Kenneth joined alliance trust in october 2007, initially as an analyst on the trusts uk mid cap equity portfolio. Alliance trust funds transferring to liontrust on 1 april 2017. 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. Alliance trust investments limited has been sold to liontrust asset management plc.