Alliance Trust Archive

Material relating to the Alliance Trust

The Alliance Trust was formed in 1888 by the merger of the Dundee Investment Company, the Dundee Mortgage and Trust, the Oregon and Washington Trust and the Oregon and Washington Savings Bank, Limited. The firm initially operated from office in Panmure Street, later moving to offices in Meadowside and then to Meadow House in Reform Street.
Many prominent figures in Dundee and Angus invested some of their money in the Alliance Trust and its predecessors, including land owners, merchants, ship owners, ship builders, textile manufacturers and businessman including the Earl of Airlie and Sir John Leng.
From 1918 the firm shared its premises and most of its operations with the Western & Hawaiian Investment Company which was eventually renamed the Second Alliance Trust. Although in practice this was effectively a merger, the two companies remained legally distinct entities until 2006 when a full merger took place.
For most of their early existence the two Alliance Trusts' main interests were focused on the mortgage and land business, which was centred on agricultural areas of the western United States (especially Oregon, Idaho and Texas) and Hawaii. The company also established a successful business leasing mineral rights of properties in Texas and Oklahoma to prospectors, as well as investing in a number of other ventures in the UK and further afield.
From 2008 until 2011 it was listed on the FTSE 100 index. In the 2000s the company left Reform Street and moved to new purpose built premises in West Marketgait, from which they removed in 2019

Usually chronological within series.

Open for consultation subject to preservation requirements. Access must also conform to the restrictions of the Data Protection Act (2018), General Data Protection Regulation (GDPR, 2018) and any other relevant legislation or restrictions. Clinical information is closed for 100 years.

The records were deposited by the Alliance Trust in 2010-2018

The Alliance Trust was formed in 1888 by the merger of the Dundee Investment Company, the Dundee Mortgage and Trust, the Oregon and Washington Trust and the Oregon and Washington Savings Bank, Limited. The firm initially operated from office in Panmure Street, later moving to offices in Meadowside and then to Meadow House in Reform Street.
Many prominent figures in Dundee and Angus invested some of their money in the Alliance Trust and its predecessors, including land owners, merchants, ship owners, ship builders, textile manufacturers and businessman including the Earl of Airlie and Sir John Leng.
From 1918 the firm shared its premises and most of its operations with the Western & Hawaiian Investment Company which was eventually renamed the Second Alliance Trust. Although in practice this was effectively a merger, the two companies remained legally distinct entities until 2006 when a full merger took place.
For most of their early existence the two Alliance Trusts' main interests were focused on the mortgage and land business, which was centred on agricultural areas of the western United States (especially Oregon, Idaho and Texas) and Hawaii. The company also established a successful business leasing mineral rights of properties in Texas and Oklahoma to prospectors, as well as investing in a number of other ventures in the UK and further afield.
From 2008 until 2011 it was listed on the FTSE 100 index. In the 2000s the company left Reform Street and moved to new purpose built premises in West Marketgait, from which they removed in 2019

Boxes 3, 4, 8, 10, 12, 16, 17and 18 and Acc 2018/962 are in Geography Store Row H Bay 1 (1/12/15)

Description compiled by Kenneth Baxter, December 2011, January 2012, May 2014 and August 2018

Reproduction is available subject to preservation requirements. Charges may be made for this service, and copyright and other restrictions may apply; please check with the Duty Archivist.

The material was collected and preserved by the Trust itself. They stored the material in safes in the offices in Reform Street and treated it as an archive. The material was being used to write a company history when it was deposited. The Trust also have an outstore where there are a lot more records, these may be deposited in future. They are not regarded as the core archive but may include a lot of useful material

Expected

Published

Catalogued

MS 335