October 25, 2016 8:08 AM ET

Capital Markets

Company Overview of Alliance Trust Asset Management Ltd.

Company Overview

Alliance Trust Asset Management Ltd. is a privately owned investment manager. The firm provides its services to individuals and institutional investors. It manages separate client-focused equity and fixed income portfolios. The firm also launches and manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. For the fixed income portion, the firm invests in corporate bonds. It employs a fundamental analysis with a combination of top-down and bottom-up picking approach to create its portfolios. The firm obtains external research to complement its in-house research. The firm was founded in January 2009 and is based i...

8 West Marketgait

Dundee,  DD1 1QN

United Kingdom

Founded in 2009


44 1382 321 000

Key Executives for Alliance Trust Asset Management Ltd.

Director and Head of UK Retail Sales
Head of Investment, Executive Director, and Chair of the Advisory Committee
Director of Business Development
Head of Fixed Income
Age: 49
Investment Manager Global Equities and Chairman of Advisory Committee
Compensation as of Fiscal Year 2016.

Alliance Trust Asset Management Ltd. Key Developments

Alliance Trust Investments Announces Unaudited Earnings Results for the Year Ended December 31, 2015; Provides Earnings Guidance for the Full Year of 2016

Alliance Trust Investments announced unaudited earnings results for the year ended December 31, 2015. For the year, the company reported net revenue of GBP 10.5 million against GBP 10.2 million a year ago. Loss before tax was GBP 2.1 million against GBP 3.2 million a year ago. Net inflows were GBP 81 million in the year.  For 2016, the company expects that the action taken to reduce costs as well as a focus on the continued growth of assets under management is expected to improve the profitability of this business during 2016.

Alliance Trust Investments Limited Announces Executive Changes

Alliance Trust PLC announced that, following discussions between the Board of Alliance Trust Investments Limited and its Chief Executive, Katherine Garrett-Cox, about the future requirement for the Chief Executive role within ATI, it has been mutually agreed that Katherine Garrett-Cox will stand down as Chief Executive. Katherine will leave ATI on March 11, 2016. The responsibilities of the Chief Executive will be reassigned. Investment responsibilities are led by Peter Michaelis and the team who joined ATI in 2012 and have been managing the Trust's equity portfolio since October 2014. Operational responsibilities will be passed to Ramsay Urquhart as Managing Director, ATI. Katherine Garrett-Cox joined Alliance Trust PLC as Chief Investment Officer in 2007, becoming its Chief Executive in 2008.

Alliance Trust PLC Announces Appointment of Alliance Trust Investments Limited as Alternative Investment Fund Manager and Administrator

Further to the announcement made by the directors of the Alliance Trust PLC on October 1, 2015, the directors announced that pursuant to an agreement dated January 28, 2016 (the Investment Management Agreement) between the company and Alliance Trust Investments Limited, ATI has replaced the company as the Investment Manager and Alternative Investment Fund Manager (AIFM) to the company with effect from February 3, 2016. ATI has also replaced The Bank of New York Mellon, London Branch (BNYM) as Administrator to the company. BNYM will continue to provide investment trust accounting services as a delegate of ATI.

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Recent Private Companies Transactions

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