Witan Investment Trust

Witan Investment Trust plc
Public (LSE: WTAN)
Industry Investment management
Founded 1909
Headquarters London, UK
Key people
Andrew Bell (CEO)
Harry Henderson (Chairman)
Website www.witan.com

Witan Investment Trust plc (Witan) is the only fully multi-managed, global equity investment trust, offering a portfolio diversified by geographical region, industrial sector and individual stock.

Witan is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.

History

Witan Investment Trust was created in 1909 to manage the estate of Alexander Henderson, 1st Baron Faringdon.[1] First listed on the London Stock Exchange in 1924, it established Henderson Administration (now Henderson Global Investors) to manage its funds in 1932 and then sold its remaining stake in Henderson in 1997.[1] In 2004, Witan became self-managed, appointed its first CEO and adopted a multi-manager approach. Andrew Bell was appointed CEO in 2010.[2]

Operations

The company has assets under management of approximately £1.8 billion.[3] Its portfolio is actively managed by 11 third-party delegated managers, who are allocated proportions of the assets to manager. The in-house team, based in London, consists of the CEO and a Director of Investment, together responsible for the selection and monitoring of the managers, for the management of the direct investments made by the Company and for the management of the Company's gearing policy.[4]

The CEO of Witan Investment Trust is Andrew Bell. The chairman of Witan Investment Trust is Harry Henderson.[5]

See also

References

  1. 1 2 "History of the Trust". witan.com. Retrieved 4 February 2016.
  2. Morris, Pamela (2013-02-14). "Money Marketing Profile: Andrew Bell". London: Money Marketing. Retrieved 2013-06-28.
  3. "Witan Investment Trust Factsheet December 2015" (PDF). www.witan.com. Retrieved 4 February 2016.
  4. "Witan Investment Trust Annual Report 2014". Retrieved 4 February 2016.
  5. "Witan Board Of Directors". witan.com. Retrieved 3 April 2015.

External links

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