Alliance Trust Ltd
Other Business Names:
- Oregon & Washington Trust Investment Co Ltd
- Dundee Mortgage & Trust
- Dundee Investment Co Ltd
Locations city-town / local authority / county1974 / region-state / country:
- Dundee, City of Dundee, Tayside, Scotland, Scotland
Sectors:
-
Financial services
Investment management services inc investment trusts, unit trust, pension funds, etc
Notes:
Traced origins to the Oregon & Washington Trust Investment Co Ltd established by Dundee investors in 1873 to lend money to Oregon/Washington farmers secured on mortgage. 1876 established a sister company, Dundee Mortgage & Trust to invest elsewhere in North America and in British colonies. 1888 The Alliance Trust Ltd established to effect merger to the Oregon & Washington Trust, Dundee Trust and a sister trust, Dundee Investment Co Ltd. Between wars moved away from mortgage business to securities, especially equity. 2006 merged with The Second Alliance Trust Plc to form Alliance Trust Plc, one of the UK's largest investment trusts
Publications:
- 'Alliance Trust Company. Giant of the mortgage business' in W G Kerr, Scottish Capital on the American Credit Frontier by Kerr, W G
- Investing for Generations. A history of Alliance Trust by Munn, Charles W
- Pioneers in Investment. The Alliance Trust, 100 years, 1888-1988 by Stout, George A
- Put Not Your Trust in Money. A history of the investment trust industry from 1868 to the present day by Newlands, John
- Scottish Capital on the American Credit Frontier by Kerr, W G
Groups:
Other Business Names:
- Oregon & Washington Trust Investment Co Ltd
- Dundee Mortgage & Trust
- Dundee Investment Co Ltd
Locations city-town / local authority / county1974 / region-state / country:
- Dundee, City of Dundee, Tayside, Scotland, Scotland
Sectors:
- Financial services Investment management services inc investment trusts, unit trust, pension funds, etc
Notes:
Traced origins to the Oregon & Washington Trust Investment Co Ltd established by Dundee investors in 1873 to lend money to Oregon/Washington farmers secured on mortgage. 1876 established a sister company, Dundee Mortgage & Trust to invest elsewhere in North America and in British colonies. 1888 The Alliance Trust Ltd established to effect merger to the Oregon & Washington Trust, Dundee Trust and a sister trust, Dundee Investment Co Ltd. Between wars moved away from mortgage business to securities, especially equity. 2006 merged with The Second Alliance Trust Plc to form Alliance Trust Plc, one of the UK's largest investment trustsPublications:
- 'Alliance Trust Company. Giant of the mortgage business' in W G Kerr, Scottish Capital on the American Credit Frontier by Kerr, W G
- Investing for Generations. A history of Alliance Trust by Munn, Charles W
- Pioneers in Investment. The Alliance Trust, 100 years, 1888-1988 by Stout, George A
- Put Not Your Trust in Money. A history of the investment trust industry from 1868 to the present day by Newlands, John
- Scottish Capital on the American Credit Frontier by Kerr, W G