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Alliance Trust

Investment

Alliance Trust Investments MD Troughton to exit

Edward Troughton, managing director of Alliance Trust Investments, is to leave the group to pursue another opportunity in the industry.

clock 17 October 2013 •

Wrap/platforms

Re-cap: Ten key platform pricing changes you need to know about

PLATFORMS

clock 08 August 2013 •

Wrap/platforms

Alliance Trust Savings selects Altus for auto re-registration

Alliance Trust Savings has partnered with financial services consultancy Altus to provide automatic re-registration of assets.

clock 12 July 2013 •

Technology

The growth of D2C platforms

Natanje Holt asks whether the growth of the D2C platform market is one benefit from RDR

clock 25 June 2013 •

Investment

Alliance Trust ditches Lloyds for Barclays in £3bn portfolio

An overhaul of Alliance Trust's top ten holdings has seen it swap Lloyds for Barclays and step up its gearing in Q1.

clock 03 May 2013 •

Wrap/platforms

Alliance Trust to convert legacy business after HMRC ruling

Alliance Trust Savings (ATS) is to convert its legacy business to clean share classes, after HM Revenue & Customs (HMRC) announced it will tax unit and cash rebates.

clock 25 March 2013 •

Wrap/platforms

Platforms: it's the end for rebates

Platforms have predicted the swift death of the rebate model following confirmation that HM Revenue & Customs (HMRC) will apply income tax to both unit and cash rebates.

clock 25 March 2013 •

Wrap/platforms

Alliance Trust in talks with 30 fund groups over platform listing

Alliance Trust Savings (ATS) is in advanced negotiations with around 30 fund groups over adding clean share classes to the platform.

clock 15 March 2013 •

Wrap/platforms

Alliance Trust platform makes first profit

Alliance Trust Savings (ATS) has turned its first monthly profit, according to accounts filed today.

clock 12 March 2013 •

Wrap/platforms

Independence concerns over platforms' IT listing delays

Platforms are questioning whether delays among the 'big three' propositions in listing investment trusts (ITs) may be compromising the independent status of the advisers who use them.

clock 12 February 2013 •
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