History
2030
2022
ALPHA TRUST listing in the Main Market of the Athens Stock Exchange
2020
2020
Joined the "Principles for Responsible Investment" (PRI) initiative as "Investment Manager Signatory"
2019
ALPHA TRUST ECLECTIC Balanced Fund investment strategy broaden (renamed from ALPHA TRUST EUROSTAR Balanced Fund follοwing the merge with Α/Κ ALPHA TRUST ECLECTIC Balanced FoF)
2017
Launch of ALPHA TRUST FALCON INVESTMENT S.C.A. SICAV SIF (investment company with variable capital)
Launch of subsidiary company in Luxembourg ALPHA TRUST LUXEMBOURG S.à r.l.
2016
Further penetration into the management of Occupational Funds' reserves
2014
Additional licence to manage alternative investments
Launch of M/F ALPHA TRUST ECLECTIC FUND OF FUNDS - BALANCED
2013
Acquisition of KYPROU ASSET MANAGEMENT M.F.M.C.
Merger by absorption of ALPHA TRUST S.A. MFMC by ALPHA TRUST INVESTMENT SERVICES S.A.
Launch of M/F TEA INTERAMERICAN Global Balanced Fund of Funds
2012
Agreement with Rathbones to acquire TYIM UK private client business
2010
2010
Launch of the M/F S & B PENSION Global Equity Fund of Funds
TYIM Shareholder Restructuring
2008
ALPHA TRUST listing on AIM of Athens Stock Exchange
Launch of M/F THE ECONOMISTS' OCCUPATIONAL PENSION BALANCED FUND
2006
ALPHA TRUST Hellenic Land S.A. is established
2004
Acquisition of Geniki M.F.M.C. (a Société Générale company)
ALPHA TRUST is the first Greek company to have its funds rated by Morningstar ™
2001
Acquisition of majority shareholding in Taylor Young Investment Mgmt Ltd/UK (TYIM)
First Fund of Hedge Funds, ALPHA TRUST Argus fund in collaboration with Julius Baer
2000
2000
Launch of ALPHA TRUST-ANDROMEDA Investment Trust
Acquisition of Ionian Investment Trust (later merged with ALPHA TRUST-ANDROMEDA Investment Trust)
First Investments in Hedge Funds
1998
Management buy-in of Hambros share in all ALPHA TRUST Companies
1996
ALPHA TRUST is the first Investment Services firm to be registered with the Hellenic Capital Market Commission
1995
Hambros Bank Limited acquires 50,05% of ALPHA TRUST
1994
Launch of ORION Investment Trust (merged with ALPHA TRUST-ANDROMEDA Investment Trust)
1993
Schweiz fund (a Swiss Re company) is acquired in a joint-venture with Hambros Bank and renamed to Hambros Hellenic Mutual fund Mgmt
1991
Launch of ALPHA TRUST MFMC as Schweiz Fund S.A. Mutual fund Mgmt
Initiation of FSM -Fund Selection Mechanism in a Global scale
1990
1987
ALPHA TRUST SA established as a private client advisory firm