Collection MS 335 - Alliance Trust Archive

Identity area

Reference code

MS 335


Alliance Trust Archive


  • 19th-21st centuries (Creation)

Level of description


Extent and medium

More than 40 boxes

Context area

Name of creator


Administrative history

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

Archival history

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

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.

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Notes area


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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Description control area

Description identifier

MS 335

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


  • English



Accession area

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