Alliance Trust Archive
Level of description
Extent and medium
More than 40 boxes
Name of creator
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 existance 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.
Content and structure area
Scope and content
Material relating to the Alliance Trust
System of arrangement
Usually chronological within series.
Conditions of access and use area
Conditions governing access
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.
Conditions governing reproduction
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.
Language of material
Script of material
Language and script notes
Physical characteristics and technical requirements
Allied materials area
Existence and location of originals
Existence and location of copies
Related units of description
Boxes 3, 4, 8, 10, 12, 16, 17and 18 and Acc 2018/962 are in Geography Store Row H Bay 1 (1/12/15)
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Genre access points
Description control area
Rules and/or conventions used
Description compiled in line with the following standards: International Council on Archives, ISAD(G) General International Standard Archival Description; International Council on Archives, ISAAR(CPF): International Standard Archival Authority Record for Corporate Bodies, Persons, and Families; National Council on Archives, Rules for the Construction of Personal, Place and Corporate Names, 1997
Dates of creation revision deletion