# Alliance Witan

Alliance Witan is a Trust / Investment Trust based in Dundee, United Kingdom.

## Overview

- **Organization type:** Trust / Investment Trust
- **Headquarters:** Dundee, United Kingdom
- **Region:** Europe
- **Address:** Dundee, United Kingdom
- **Founded:** 1888
- **Assets under management:** Undisclosed
- **Website:** alliancewitan.com
- **LinkedIn:** https://uk.linkedin.com/company/alliance-witan

## Regulatory record

- **Reports private funds:** No

## About

Alliance Witan is a London-based investment firm founded in 2024. Headquartered at 10 Finsbury Square, EC2A 1AH, the firm employs a multi-manager global equities strategy. Eleven fund managers select top stocks across diverse industries and regions, focusing on long-term growth and dividend consistency.

## People

- Dean Buckley — Chair of the Board
- Andrew Ross — Deputy Chair
- Sarah MacAulay — Successor Chair of the Board

## Questions

### How does Alliance Witan manage its equity portfolio?

Alliance Witan operates a multi-manager model, appointing external sub-managers to manage discrete allocations of the global equity portfolio. Current sub-managers include GQG Partners, EdgePoint Wealth Management, and Brown Advisory, which was added in September 2025. The board and its investment committee oversee mandate design, manager selection, and ongoing monitoring rather than making individual security decisions.

### What was the rationale for merging Alliance Trust and Witan?

The merger, completed in 2024, combined two long-established UK investment trusts to create a larger, more liquid vehicle that benefits from economies of scale. The combined trust gains a broader shareholder base, a larger pool of assets to allocate across sub-managers, and a maintained presence in the FTSE 100 Index. The deal also unified two firms that had both adopted externally delegated investment models.

### Who chairs the board of Alliance Witan?

Dean Buckley chairs the board. He was previously the chair of Alliance Trust before the merger. Andrew Ross, the former chair of Witan, is deputy chair. Sarah MacAulay has been designated as the successor chair of the board.

### Does Alliance Witan manage any assets internally?

No. Alliance Witan does not employ an internal portfolio management team for its liquid equity portfolio. The trust delegates stock selection to a curated group of third-party sub-managers, retaining responsibility for strategic asset allocation, manager appointment, and governance at the board level. GQG Partners, EdgePoint, and Brown Advisory are among the named sub-managers.

### How is Alliance Witan's dividend record characterized?

The Association of Investment Companies designates Alliance Witan as an 'AIC Dividend Hero,' a status reflecting 59 consecutive years of annual dividend increases. This track record is a continuation of the dividend history originally established by Alliance Trust, which merged with Witan in 2024.

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- [FAM](https://altss.com/profile/fam)
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Last updated: 2026-06-03T20:00:00.000Z

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