Investment

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    • http://vocabularies.unesco.org/thesaurus/concept4619

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      Hierarchical terms

      Investment

      Investment

      Equivalent terms

      Investment

      • UF Mise de fonds
      • UF Placement

      Associated terms

      Investment

      163 Archival description results for Investment

      163 results directly related Exclude narrower terms
      GB 0074 O/135 · Collection · 1896

      Records of Maynards Limited, confectioners, comprising prospectus, 1896; application form for preference shares, 1896 and application form for ordinary shares, 1896.

      Records of Gray and Gilbert Limited, wholesale and retail traders in grocery and provisions, comprising prospectus, 1896 and application form for preference shares, 1896.

      Maynards Limited , confectioners Gray and Gilbert Limited , wholesale and retail traders in grocery and provisions
      MCGEORGE AND HEPPENSTALL
      GB 0074 ACC/2305/76 · Collection · 1940-1979

      Records of McGeorge and Heppenstalls Limited, brewers, including register of probates and transfers; shareholder's dividends and share and stockholders legder.

      McGeorge and Heppenstalls Ltd , brewers
      McLean, David
      GB 0102 MS 380401 · Created 1862-1889

      Ten original letterbooks, 1862-1889, of David McLean, containing copies of his family and official business correspondence during his career with the Hong Kong and Shanghai Bank. They provide an insight into the work and dealings of a British banker involved in trading with the Far East. The business correspondence is concerned with the condition of stocks and shares of various companies. The family letters are about personal financial matters.

      McLean , David , 1833-1908 , banker
      GB 0096 AL397 · Fonds · 1824

      Letter from John Thornton Leslie-Melville of Old Broad Street, [London] to J D Powles, 10 Dec 1824. Stating that he does not wish to injure the market, but at the same time wishes Powles to sell 100 more of his (Melville's) Colombian mine shares at the first favorable opportunity, as his broker says that 50 shares had been sold that morning at £19 10s.

      Autograph, with signature.

      Melville , John Thornton , Leslie- , 1786-1876 , 9th Earl of Leven and 8th Earl of Melville x Leslie-Melville , John Thornton
      GB 0074 A/MWS · Collection · 1917-1918

      Records of the Metropolitan Committee for War Savings, comprising a minute book of the Committee, 1917-1918. The book had first been used (reversed) to record details of the war savings situation (local committee, local activities, facilities available, etc.) in 60 districts, one by one, in alphabetical order, in the metropolitan area, some as far afield as Barking and Kingston. The last seven entries, at the end of the alphabet, are covered by the later minutes of the executive committee (pasted in), running across them from the other end of the book.

      The meetings recorded in the minutes were held at the Mansion House and the Lord Mayor was normally in the chair. Attendance at the first two meetings was large and included a number of mayors and a sprinkling of senior council officers. Attendance at the executive committee meetings was usually nine or ten. It appears that this is the only main minute book of this body. It does not, however, contain the minutes of its various sub-committees and ancillary committees.

      Metropolitan Committee for War Savings
      GB 0074 MF · Collection · 1737-1900

      Records of the County Treasurer for the Middlesex Quarter Sessions, 1737-1900. No proper county accounts have survived for Middlesex before 1739, although the series MF which includes them up to 1900 does have record of transactions back to 1737; MF/L are accounts of the reclamation of subsistence paid to families of men serving in the Middlesex militia from outside the county (1779 - 1861); MF/T are records of annuities (or tontines) sold to raise a loan to build a new house of correction (1790-1888); MF/V are accounts concerned with the removal and subsistence of vagrants (1740-1864); MF/A covers the maintenance of lunatics and asylums (1828-1889); and MF/X are watch repairs accounts (1838).

      Middlesex Quarter Sessions of the Peace
      MOCATTA AND GOLDSMID LIMITED
      GB 0074 CLC/B/161 · Collection · 1762-1947

      Records of Mocatta and Goldsmid Limited, bullion brokers, comprising: partnership records, 1874-1930, financial records, 1762-1947; agreements, contracts and related papers, 1912-36; records relating to B E Mocatta, 1913-22; correspondence, 1798-1817; and miscellaneous items, 1883-1945.

      Mocatta and Goldsmid Ltd , bullion brokers
      GB 0074 CLC/B/163 · Collection · 1854-1978

      Records of Morgan Grenfell and Company Limited, merchant bankers, their predecessors, and companies they took over; comprising ledgers, journals, letter books, correspondence and other papers.

      Access to all the records is restricted to persons with written permission from the depositor (contact details may be obtained from a member of staff).

      Morgan Grenfell and Co Limited , merchant bankers
      MULLENS AND COMPANY
      GB 0074 CLC/B/165 · Collection · 1810-1966

      Records of Mullens and Company, stockbrokers and H M Government brokers, comprising: partnership deeds and related papers, 1862-1964; papers re the formation of an unlimited company, 1946-1965; operational records, c 1850-1954; financial records, 1815-1966; records relating to staff, 1916-48; property records, 1934-1951, and family papers, 1706-1922.

      Information on access to records less than 40 years old is available from a member of staff.

      Mullens and Co , stockbrokers and H.M. Government brokers
      NATHAN AND ROSSELLI
      GB 0074 CLC/B/134-06 · Collection · 1833-1969

      Records of Nathan and Rosselli, stockbrokers, comprising mainly financial material and staff and client papers.

      The records are held off-site and therefore require 24 hours notice for access. Some records are also subject to a 75 year closure period.

      Nathan and Rosselli , stockbrokers
      GB 0074 CLC/B/112-120 · Collection · 1957-1984

      Records of New Crescent (Holdings) Limited, investment company, including board minutes, annual reports and accounts.

      New Crescent (Holdings) Ltd , investment company
      NEW RIVER COMPANY
      GB 0074 ACC/1262 · Collection · 1697

      Records of the New River Company, comprising lease of a watercourse from main water pipe at back side of Saint Clement Danes to the private dwelling house of Thomas Dows, gentleman, 1697.

      New River Company
      GB 0074 ACC/2558/NR/13 · Collection · 1609-1969

      Records of the New River Company which were separated from the main collection and used for exhibitions, including minutes; papers of the Surveyor; papers of the Engineer; negotiations for the supply of water; property papers; correspondence; reports; royal charters; agreements; legal papers; newspaper cuttings; papers relating to shares; contracts and specifications of works; and papers relating to staff.

      New River Company
      GB 0074 ACC/2558/NR/07 · Collection · 1754-1905

      Records of the New River Company relating to stocks and shares, including registers; dividends receipt books; pamphlets; ledgers; indemnities; share transfers; certificates and reports.

      New River Company
      GB 0097 NORRIS OAKLEY · Collection · c1880s-1940

      Ledgers of London stockbrokers Oakley Norris Bros, 1880s-1940.

      Norris Oakley Bros
      Notes on Japanese exchanges
      GB 0096 MS 412 · 1885-1886

      Manuscript notes on the Japanese exchanges and markets made for Professor Herbert Somerton Foxwell by Juichi Soyeda, a Japanese banker, in 1885-1886.

      Soyeda , Juichi , 1864-1929 , Japanese banker
      P G WARD AND COMPANY LIMITED
      GB 0074 LMA/4434/W · Collection · 194--1970

      Records of P G Ward and Company Limited, comprising register of members and shares; certificate of incorporation; share certificates and change of director and company situation forms.

      P G Ward and Co Ltd
      PEMBER AND BOYLE
      GB 0074 CLC/B/163-03 · Collection · 1936-1978

      Records of Pember and Boyle, stock and share brokers, including ledgers, and records of stock prices and yields.

      Details of how to access to records less than 30 years old should be sought from a member of staff.

      Pember and Boyle , stock and share brokers
      PRINCE BRINDLEY LIMITED
      GB 0074 LMA/4434/D · Collection · 1961-1968

      Records of Prince Brindley Limited, wine and spirit merchants, comprising register of members (including share transfers, register of directors and secretaries) and share certificates.

      Prince Brindley Ltd , wine and spirit merchants
      P.W. FLOWER AND SONS
      GB 0074 CLC/B/173 · Collection · 1826-1980

      The records of PW Flower and Sons, merchants, concern the company's trading interests and property investments, and the affairs and investments of the Flower family (see CLC/B/173/MS19469 for a Flower family tree) and of other families with shared or related interests; they include the papers of various trustees by whom some family and business activities were administered.

      The records include:

      • Mss 19338-55: business records: general, or relating to more than one country;
      • Mss 19356-78: business records: Australia, including some Salting family papers (see also Mss 19470-89);
      • Mss 19379-93: business records: India, including some Pearse family papers;
      • Mss 19394-99: estate records: general or relating to more than one estate;
      • Mss 19400-9: estate records: individual estates or properties (except Park Town);
      • Mss 19410-38: estate records: Park Town, except maps and plans which are catalogued in the Print and Maps Section;
      • Mss 19439-46: family records: executors of P.W. Flower, including references to business and estate matters;
      • Mss 19447-69: family records: general, including references to business and estate matters;
      • Mss 19470-89: Papers relating to the Salting family of Australia (with which the Flower family had business connections; see also Mss 19356-78) and in particular to George Salting (d 1909) art collector and benefactor to public art galleries.
      P W Flower and Sons , merchants
      GB 0074 CLC/B/185 · Collection · 1848-1948

      Records of the predecessor companies of stockbrokers Quilter Goodison and Company Limited; comprising a day book and ledgers.

      Various.
      GB 0074 B/NTG-10 · Collection · 1823-1875 (property records span 1729-1932).

      Records of the Ratcliff Gas Light and Coke Company, including Bill and Act (4 Geo. IV cap. xcviii) for lighting with gas the parishes of St. Botolph, Aldgate, St. Paul, Shadwell, and parts of St. George-in-the-East, St. John, Wapping, Mile End Old Town and Ratcliff, 1823; notices; particulars of sale of shares in the company; agreements and contracts; papers relating to legal actions and lawsuits; correspondence; and papers relating to Company premises in Stepney and Wapping.

      Ratcliff Gas Light and Coke Company
      GB 0074 CLC/B/187 · Collection · 1952-1969

      Records of Read, Hurst-Brown and Company, stockbrokers, comprising ledgers and associated papers, 1952-1969 and a general ledger and balance sheets of Read, Hurst-Brown and Company Service Company, 1957-1963.

      Please note that the archive is subject to a 40-year closure rule which means that permission must be sought from the donor for access to material less than 40 years old. Readers wishing to consult restricted material should consult a member of staff.

      Read, Hurst-Brown and Co , stockbrokers
      ROSS GOOBEY, ALASTAIR
      GB 0074 LMA/4529 · Collection · 2005-2008

      Clippings of obituaries for Mr Alastair Ross Goobey, pensions fund manager, from various national newspapers, and photographs of Goobey and other attendees at the inaugural Ross Goobey lecture at The Cass Business School.

      Ross Goobey , Alastair , 1945-2008 , investment manager and pension fund manager
      ROSS GOOBEY, GEORGE HENRY
      GB 0074 LMA/4481 · Collection · 1905 - 1999

      Papers of George Henry Ross Goobey relating to his career in pensions fund management, investments and related advice to businesses and other organisations, attendance at conferences, benevolent and charity work, sports especially golf and his personal life.

      The collection is particularly rich in documenting Ross Goobey's involvement in pensions fund management and investments and related institutes and associations.

      LMA/4481/A: Records of Imperial Tobacco pension fund scheme and investments; speeches delivered by Ross Goobey in his capacity as pensions fund manager and director; papers and notes on investment subjects including copy of the paper "The place of Ordinary Stocks and Shares in the portfolio of large Funds"

      LMA/4481/B: Records from Ross Goobey's executive directorship at Hill Samuel, including copy of conference presentation 'The Investment Scene'; correspondence and advice based on investment philosophy; reports from Western regional office and correspondence between Hill Samuel and Church of Ireland

      LMA/4481/C: National Association of Pension Funds Limited (NAPF) conference programmes including draft copies of speeches and presentations delivered by Ross Goobey as both President and delegate; conference pack for 50th Jubilee conference in 1975; itinerary and reports from visit to South Africa; invitations and personal correspondence

      LMA/4481/D: Papers relating to Christ's Hospital School including valuation schedules looking at disposition of investments in equity market; Founder's Day dinner programmes for 1958-1986; drafts of speeches and toasts delivered by Ross Goobey; information booklet on the history of Christ's Hospital; minutes of Property and Investments Sub-Committee meetings and papers of the Amicable Society of Blues

      LMA/4481/E: Records of actuarial, investment and pensions bodies including conferences attended by Ross Goobey as speaker/delegate; organisations with which he corresponded as guest and advisor, and papers relating to his appearances in television and print media

      LMA/4481/F: Papers of other businesses and organisations with which Ross Goobey was involved, including Livery Companies (mainly Worshipful Company of Gold and Silver Wyre Drawers and Worshipful Company of Tobacco Pipe Makers and Tobacco Blenders); trade associations and institutions; sports organisations; clubs and charities. Correspondence with organisations including copies of talks given by Ross Goobey and associated notes

      LMA/4481/G: Personal papers including general correspondence and household and family documents .

      Goobey , George Henry Ross , 1911-1999 , pension fund manager
      GB 0074 ACC/2305/06-1 · Collection · 1890-1960

      Corporate records of the Royal Brewery Brentford Limited, including Directors' meetings minutes; agreements; share records; registers of seals; articles of association; and annual reports and accounts.

      Royal Brewery Brentford Ltd
      RUBBER SECURITIES LIMITED
      GB 0074 CLC/B/112-135 · Collection · 1909-1987

      Records of Rubber Securities Limited, investment company, including articles of association, minutes of meetings, annual reports, circulars to shareholders, papers relating to the acquisition of the Company and statement of investment holdings.

      Access to records less than 30 years old (or records less than 70 years old which relate to staff) should be sought from Elementis plc (contact details may be obtained from a member of staff).

      Rubber Securities Ltd , investment company
      GB 0074 CLC/B/123-52 · Collection · 1918-1959

      Saint Mary Axe Securities Limited records comprise: memorandum and articles of association, 1918-33 (Ms 28102); annual returns, 1918-45 (Ms 28103); directors' and shareholders' minute books, 1935-59 (Ms 28104); and articles of association of Hain Steamship Company Limited, 1923 (Ms 28105).

      Saint Mary Axe Securities Ltd , investment company
      GB 0813 POST 75 Series · Series · 1828-1975

      This series comprises reports and papers on the establishment and operation of, and facilities and services provided by The Post Office Savings Bank. This series comprises those records that did not form part of the National Savings Department holdings in 1969.

      No further information available
      SHARE INVESTMENT TRUST
      GB 0074 CLC/B/101-28 · Collection · 1872-1879

      Share Investment Trust records comprise minutes of meetings of the trustees.

      Share Investment Trust , investment company
      SHEPPARDS AND CHASE
      GB 0074 CLC/B/198 · Collection · [1818?]-1935

      Records of Sheppards and Chase, stockbrokers, comprising clients' ledgers 1851-1864 and 1893-1907; stock transaction records 1845-1935 and private ledgers 1854-95.

      The records of Price and Pott comprise accounts 1869-84 and a clients' ledger 1850-1854.

      Two volumes of accounts 1834-1847 and 1859-1874 have been attributed to the firm of Scott, Corthorn and Scott by internal evidence.

      The records of Cannon, Pelly and Allcard and its predecessors comprise a list of principals ca. 1848-58 and client ledgers 1845-9, 1851-60.

      The records of George Davidge and John H. Davidge comprise client lists ca. 1818-54.

      24 HOURS NOTICE IS REQUIRED FOR ACCESS TO THESE RECORDS

      Sheppards and Chase , stockbrokers
      SHEPTON MALLET TSI
      GB 0074 ACC/2305/39 · Collection · 1962-1969

      Records of Shepton Mallet Town Street Investments Limited, property developers, comprising papers and correspondence about creation and liquidation of company; cancelled share certificates; memorandum and articles of association and Directors' report and accounts.

      Shepton Mallet Town Street Investments Ltd , property developers
      GB 0097 SMITH · [1895-1910]

      Papers of Charles William Smith, [1895-1910], comprising papers, correspondence and press cuttings relating to stock exchange speculation.

      Smith , Charles William , fl 1893-1912 , writer on economics
      South Sea Company
      GB 0096 MS218 · Fonds · 1731-1739

      Letters of attorney given by holders of South Sea stock in Amsterdam, The Hague and Geneva to London merchants respecting their stock, 1731-1739.

      South Sea Company
      GB 0097 SR 0083 · [1711], 1720

      Notebook containing a draft address to Robert, Earl of Oxford, by the subscription commission of the Corporation for carrying on trade to the South Seas, [1711], including a list of subscribers of more than £3,000. The names of Governors and Directors of the Corporation are indicated by a mark in the margin. The last page of the book has been reused for personal accounts, including the purchase of female mourning clothes, 1720.

      South Sea Company x Corporation for carrying on trade to the South Seas
      GB 0097 SR 1073 · 1721

      Printed reports of the House of Commons Committee of Secrecy, 1721, appointed to enquire into the 'Act for Enabling the South Sea Company to increase their present capital stock by redeeming such publick debts and incumbrances...and for calling in Exchequer Bills remaining uncancelled...'.

      House of Commons
      GB 0074 ACC/2558/SV/08 · Collection · 1805-1950

      Records of the South London Waterworks Company (later the Southwark and Vauxhall Water Company) including papers relating to shares; minutes of Director's meetings; stock certificates; papers relating to works and papers relating to a lawsuit.

      Southwark and Vauxhall Water Company South London Waterworks Company
      GB 0074 ACC/2558/SV/01 · Collection · 1797-1906

      Corporate records of the Southwark and Vauxhall Water Company, including Board meeting minute books; Committee meeting minute books; Secretary's reports; correspondence and letter books; solicitor's accounts; legal papers; records relating to stocks and shares; registers of probates; mortgage records and contracts records.

      Southwark and Vauxhall Water Company
      GB 0074 ACC/2558/SR/A · Collection · 1889-1904

      Corporate records of the Staines Reservoir Joint Committee, including Committee meeting attendance books, proceedings books and minutes; legal papers relating to property, rating, water supply, stocks and shares, Parliamentary issues and contracts; correspondence and debenture stock volumes.

      Staines Reservoir Joint Committee
      STAR BREWERY
      GB 0074 ACC/2305/46 · Collection · 1947-1971

      Records of the Star Brewery Company Limited, including correspondence and papers; memorandum of association (Oct 1886) with articles of association (Sept 1966); draft agreement for sale to Courage, Barclay and Simonds 1967; papers relating to shares; and report and valuation for Courage, Barclay and Simonds.

      Star Brewery Company Ltd , brewers
      GB 1556 WL 554a · Collection · 1938

      Statistics produced by the State Commissar for Private Enterprise comprising statistics relating to the investments owned by Jews, Aryans related to Jews, and Jews related to Aryans in Austria c 1938.

      State Commissar for Private Enterprise, Austria
      STOCK EXCHANGE
      GB 0074 CLC/B/004 · Collection · 1798-1990

      Records of the London Stock Exchange dating from 1798. IMPORTANT INFORMATION REGARDING ACCESS: These records are stored at the Guildhall Library site rather than the LMA Clerkenwell site. Researchers wishing to access these records should do so at the Guildhall Library Rare Books table. The Library is open Monday to Saturday, 9:30 to 16:45. Researchers will need to have an Archives History Card or a Library Readers Card. An archivist will be available at Guildhall Library on Thursday mornings to answer any queries.

      Records include transcript of the deed of settlement of the Stock Exchange; minutes of the General Purposes Committee and various sub-committees; minutes of the Trustees and Managers; minutes of the Council; minutes of the Federation of Stock Exchanges Committees; administrative records including legal papers, notices, circulars, letters and correspondence, petitions, and reports; financial records including stamp duty books, journals and cash books; applications for membership; members lists and registers; clerks registers; membership statistics; applications for listing; reports regarding applications for permission to deal; papers regarding opposition to listing of certain companies; papers of the Department for the Administration of Defaulters' Estates; specifications, plans and elevations of Exchange buildings; photographs of senior staff from 1886-1900; and a short history (in manuscript) written in 1932.

      The manuscript archives of the Exchange are immediately available for research with the exception of the "Applications for Listing" (CLC/B/004/MS18000 and CLC/B/004/MS18000A) which are available by appointment only.

      London Stock Exchange
      GB 0074 ACC/2305/07-1 · Collection · 1899-1970

      Corporate records of Style and Winch Limited, brewers, including minutes of Board and general meetings; minutes of joint committee with the Dartford Brewery and the Royal Brewery Brentford; registers of members, shares, mortgages, sealing, and directors; trust deeds; articles of association; directors' reports and accounts; and agreements.

      Style and Winch Ltd , brewers
      GB 0074 CLC/B/192/C · Collection · 1720-1890

      Records of the Sun Insurance Office relating to shares and investments; including share ledgers; share transfer registers; dividend books and ledgers; stock books; and legal opinion relating to shareholding in the company.

      THESE RECORDS ARE SUBJECT TO A 50 YEAR CLOSURE PERIOD. LIFE POLICY REGISTERS, CLAIMS REGISTERS AND EMPLOYERS' LIABILITY POLICY REGISTERS ARE CLOSED FOR 75 YEARS.

      Sun Fire Office x Sun Insurance Office Ltd x Sun Alliance Insurance Ltd x Royal and Sun Alliance Insurance Group
      T. R. S. COMPANY
      GB 0074 CLC/B/112-149 · Collection · 1923-1947

      Records of T.R.S. Company Limited, investment company, comprising articles of association and annual report and accounts.

      T.R.S. Co Ltd , investment company
      T. R. S. LIMITED
      GB 0074 CLC/B/112-150 · Collection · 1957-1986

      Records relating to T.R.S. Limited, investment company, including articles of association; minutes; papers presented at meetings; annual reports and accounts; and statements of investments.

      Access to records less than 30 years old should be sought from Elementis plc (contact details may be obtained from a member of staff).

      T.R.S. Ltd , investment company
      T. T. CURWEN AND SONS
      GB 0074 CLC/B/211 · Collection · 1860-1951

      Records of T T Curwen and Sons, stock and share brokers, including correspondence; notebooks giving details of transactions; and address books.

      T.T. Curwen and Sons , stock and share broker
      GB 0074 CLC/B/216 · Collection · 1897-1964

      Records of various property companies, all associated with Trafalgar House Developments Limited. The records include constitutional documents; annual reports and accounts; financial material; minutes; correspondence; registers of leases and rents; lists of shareholders; deeds and papers relating to property.

      Various.
      GB 0074 LMA/4586 · Collection · 1973-2009

      The collection consists of copies of Pension Fund Indicators (1994-2009 in hard copy, 1973-2008 in PDF format) and the annual Surveys of Investment Management Arrangements (1993-2000 in hard copy, 1990-2000 in PDF format). The PDF documents are currently held on 2 CDs.

      Series are arranged and numbered by publication date: this numbering system has been applied consistently across both formats.

      UBS Global Asset Management Phillips and Drew , brokerage company
      GB 0074 LMA/4434/F · Collection · 194--197-

      Records of Valentine Charles (Holdings) Ltd, wine merchants, including directors' meeting minute books; board meeting minute books; combined register of directors, shares and members; and share certificate books including preference shares, ordinary shares and fully paid shares.

      Valentine Charles (Holdings) Ltd , wine merchants