PATAC Limited

PATAC Limited was established in 2009. The Company provides high quality Company Secretarial, Administration, Discount and Premium Control Management (“DCM”) and Alternative Investment Fund Management (“AIFM”) services to its parent, Personal Assets Trust (“PAT”), and to other selected investment trusts. In particular, we offer:

  • A thorough knowledge and understanding of investment trusts;
  • An experienced and committed team;
  • Experience in providing third party services to investment trusts; and
  • Commitment to providing a flexible, personal and high quality service.

PATAC is a 100% owned subsidiary of PAT and the two core members of its team have worked with PAT for over 15 years. The Company is run on a day to day basis by three of its Directors, Steven Budge, Steven Davidson and Carron Dobson, with the assistance of a dedicated team and under the executive oversight of Robin Angus, Executive Director of PAT. Patrick Neville chairs PATAC.

PATAC is authorised and regulated by the Financial Conduct Authority for the provision of services as an AIFM. Currently PATAC provides services to seven investment trusts.