Collection GB 0074 LMA/4586 - UBS GLOBAL ASSET MANAGEMENT (UK) LIMITED (FORMERLY PHILLIPS AND DREW)

Identity area

Reference code

GB 0074 LMA/4586

Title

UBS GLOBAL ASSET MANAGEMENT (UK) LIMITED (FORMERLY PHILLIPS AND DREW)

Date(s)

  • 1973-2009 (Creation)

Level of description

Collection

Extent and medium

0.15 linear metres and 2 CDs.

Context area

Name of creator

Biographical history

UBS Global Asset Management is the business division of UBS, a global firm providing financial services to private clients, corporations and institutions. This collection comprises of publications produced by Phillips and Drew, a brokerage company established in 1895 which became a subsidiary of UBS in 1985.

Phillips and Drew were based in London, and although UBS are an international firm they retain offices in Lombard Street, London.

Source of information: www.ubs.com [accessed 6 Jun 2011].

Archival history

GB 0074 LMA/4586 1973-2009 Collection 0.15 linear metres and 2 CDs. UBS Global Asset Management
Phillips and Drew , brokerage company

UBS Global Asset Management is the business division of UBS, a global firm providing financial services to private clients, corporations and institutions. This collection comprises of publications produced by Phillips and Drew, a brokerage company established in 1895 which became a subsidiary of UBS in 1985.

Phillips and Drew were based in London, and although UBS are an international firm they retain offices in Lombard Street, London.

Source of information: www.ubs.com [accessed 6 Jun 2011].

Records deposited in 2008.

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.

LMA/4586/01-Pension Fund Indicators; LMA/4586/02-Surveys of Investment Management Arrangements.

These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 1998.

Copyright to this collection rests with the depositor.

English

Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm

This collection forms part of the Pensions Archive.

Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.

Records prepared May to September 2011. Finance Investment Enterprises Companies Investment companies Service industries Financial service industries Pension services Pensions Social security Social services UBS , Global Asset Management Phillips and Drew , brokerage company

Immediate source of acquisition or transfer

Records deposited in 2008.

Content and structure area

Scope and content

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.

Appraisal, destruction and scheduling

Accruals

System of arrangement

LMA/4586/01-Pension Fund Indicators; LMA/4586/02-Surveys of Investment Management Arrangements.

Conditions of access and use area

Conditions governing access

These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 1998.

Conditions governing reproduction

Copyright to this collection rests with the depositor.

Language of material

  • English

Script of material

  • Latin

Language and script notes

English

Physical characteristics and technical requirements

This collection forms part of the Pensions Archive.

Finding aids

Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm

Allied materials area

Existence and location of originals

Existence and location of copies

Related units of description

Related descriptions

Notes area

Alternative identifier(s)

Access points

Place access points

Name access points

Genre access points

Description control area

Description identifier

Institution identifier

London Metropolitan Archives

Rules and/or conventions used

Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.

Status

Level of detail

Dates of creation revision deletion

Language(s)

  • English

Script(s)

    Sources

    Accession area