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Alliance Trust Savings: Change of Ownership
Please note that, as of 28 June, Alliance Trust Savings (ATS) is owned by Interactive Investor Limited. If you have any questions about the sale of ATS and what it means for you, please visit ATS’ website*. If you’d like to stay up to date with the Trust’s performance or any news, please sign up below.
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By clicking on the 'Visit ATS website' link above, you will be taken to a third party website.

*The brand names ‘Alliance Trust Savings’, ‘ATS’, ‘AT Savings’ and the ‘Alliance Trust Savings’ logo which may appear on ATS’ website are owned by and used with the permission of Alliance Trust PLC, being the previous owner of ATS.

Corporate Governance

Find out more about how we operate.
Meet our Board of Directors

At Alliance Trust, we are led by a highly experienced and skilled non-executive Board, chaired by Dean Buckley. Our Board is independent and driven by the best interests of our shareholders. Here is a short biography of each of our six Board members:

Dean Buckley Chairman
Chairman

Dean joined the Board in 2021 and took over as Chairman from Gregor Stewart at the end of 2023. Dean is Senior Independent Director of JPMorgan Asia Growth & Income plc, Chair of Fidelity Special Values PLC, Chairman of Evelyn Partners Fund Solutions Limited and a Non-Executive Director of Baillie Gifford & Co Limited.

Dean is a qualified actuary and has enjoyed a career in fund management. Dean was previously Chief Executive Officer of Scottish Widows Investment Partnership. Prior to that, Dean held several positions at HSBC Bank plc, most recently as Chief Executive Officer of HSBC Asset Management UK & Middle East. Dean held senior fund management positions at Prudential Portfolio Managers and was also previously a Non-Executive Director of Saunderson House Limited.

'Our multi-manager approach to investing smooths out the peaks and troughs of performance normally associated with a single manager.'

Sarah Bates Senior Independent Director
Sarah Bates, Senior Independent Director

Sarah joined the Board in 2021. Sarah is currently Senior Independent Director of Worldwide Healthcare Trust plc. Sarah is also Chair of the John Lewis Partnership Trust for Pensions and is an independent member of the investment committee of the BBC Pension Scheme, Chair of BBC Pension Investment Ltd and Chair of USS Investment Management Ltd.

 Sarah is a Fellow of CFA UK and was previously Chair of the Association of Investment Companies. Sarah was also previously Chair of Polar Capital Technology Trust, Merian Global Investors Limited, St James’ Place plc, JP Morgan American Investment Trust plc, Witan Pacific Investment Trust plc (now Baillie Gifford China Growth Trust PLC) and chair of the audit committees of New India Investment Trust plc and of U and I Group plc. She was a founder of the Diversity Project and an Ambassador for Chapter Zero.

Clare Dobie Non-Executive Director
Clare Dobie, Non-Executive Director

‘At Alliance Trust we have a compelling offering and look forward to continuing to invest for generations.’

Clare joined the Board in 2016. Clare was previously a Non-Executive Director of Schroder UK Mid Cap Fund PLC, CT Capital and Income Investment Trust PLC and Aberdeen New Thai Investment Trust PLC.

Clare ran a marketing consultancy from 2005-2015. Before that she was Group Head of Marketing at GAM (formerly Global Asset Management) and served on its Executive Business Committee. Prior to that, Clare held a number of roles at Barclays Global Investors, including Head of Marketing. Before that she was a journalist at the BBC, Times and Independent, where she was City Editor.

Jo Dixon Non-Executive Director
Jo Dixon, Non-Executive Director

Jo joined the Board in 2020 and chairs Alliance Trust’s Audit and Risk Committee.

 

Jo is currently a Non-Executive Director and Chair of the Audit Committees of Bellevue Healthcare Trust PLC, Strategic Equity Capital PLC, The Global Smaller Companies Trust PLC and Ventus VCT PLC. Jo is a chartered accountant and has previously held senior positions within the NatWest Group and was Finance Director of Newcastle United plc. She was Commercial Director, UK, Europe and the Middle East at Serco Group and sat on various advisory boards in the education and charity sector. Jo was also previously Chair of JP Morgan European Growth and Income PLC.

Milyae Park Non-Executive Director
Non-Executive Director

'Alliance Trust offers investors a hassle free way to invest in a wide range of shares, across different countries, sectors and investment styles, creating a solid foundation for your financial future'

Milyae joined the Board in 2022. Milyae is currently a Non-Executive Director of Fidelity European Trust PLC, where she serves on the Audit and Management Engagement Committees, the Museum of London where she also chairs the Museum of London (Trading) Ltd board which governs the museum’s commercial interests, and Faber and Faber Ltd.

Milyae began her career as a Chartered Accountant in the US and holds an MBA from The Wharton School. Milyae has held senior global executive positions in a diverse career that has spanned investment banking and other financial services, retail, consumer, and technology. She has experience running and advising companies from FTSE 100 to start-up in scale in over 40 countries. In addition, her recent advisory experience has focused on digital transformation and growth, as well as ESG.

Victoria Hastings Non-Executive Director
Non-Executive Director

'The Company’s investment strategy carefully balances risk and return and has demonstrated its value as a core, long term holding through different market environments'

Victoria (Vicky) joined the Board in 2022. Vicky is currently Chair of Henderson European Focus Trust Plc, Senior Independent Director of Edinburgh Investment Trust Plc, a Non-Executive Director of Impax Environmental Markets Plc and a Trustee of Moorfields Eye Charity.

Vicky has over 30 years’ experience in the investment management industry, enjoying a successful executive career as a European Equity fund manager before holding senior leadership roles at Merrill Lynch Investment Managers and JOHambro Capital Management.  Vicky was previously an Independent Non-Executive Director of JPMorgan Asset Management UK Ltd and JP Morgan Asset Management International Ltd and a Non-Executive Director of Henderson Global Trust Plc and Charter European Trust Plc. 

Board committees

We have two standing board committees as well as a number of committees that meet on an ad hoc basis. The board committees ensure good governance and to enhance accountability and independence. Each of our directors may be a member of one or more board committees. The Terms of Reference for the standing committees, the Audit and Risk Committee and Nomination Committee, can be downloaded below. You can read more about our corporate structure and our board committees in our latest Annual Report.

Company policies
Company disclosures
Our AIFM, Investment Manager and Stock Pickers

Alliance Trust is an ‘Alternative Investment Fund’ (AIF) for the purposes of the EU Alternative Investment Fund Managers Directive (Directive 2011/61/EU), sometimes referred to as ‘AIFMD’.

We have appointed Towers Watson Investment Management Limited (TWIM) as our Alternative Investment Fund Manager (AIFM). TWIM is part of Willis Towers Watson (WTW). On this website, we refer to TWIM as Willis Towers Watson or ‘WTW’.

TWIM operates our unique investment approach, in line with the Board’s requirements, and delegates certain portfolio management responsibilities to our equity managers, who you can find out more about here.

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