IDENTITY STATEMENT
Reference code(s): GB 0074 LMA/4586
Held at: London Metropolitan Archives
Title: UBS GLOBAL ASSET MANAGEMENT (UK) LIMITED (FORMERLY PHILLIPS AND DREW)
Date(s): 1973-2009
Level of description: Collection
Extent: 0.15 linear metres and 2 CDs.
Name of creator(s): UBS Global Asset Management
Phillips and Drew | brokerage company
CONTEXT
Administrative/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].
CONTENT
Scope and content/abstract:
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.
ACCESS AND USE
Language/scripts of material: English
System of arrangement:
LMA/4586/01-Pension Fund Indicators; LMA/4586/02-Surveys of Investment Management Arrangements.
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.
Finding aids:
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
ARCHIVAL INFORMATION
Archival history:
Immediate source of acquisition:
Records deposited in 2008.
ALLIED MATERIALS
Related material:
This collection forms part of the Pensions Archive.
DESCRIPTION NOTES
Archivist's note:
Date(s) of descriptions: Records prepared May to September 2011.