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

Identity Statement

Reference code(s)	: GB 0074 LMA/4586
Held at	: London Metropolitan Archives   Click here to find out how to view this collection at https://www.cityoflondon.gov.uk/lma ›
Full 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 & 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.

Publication note:

Description Notes

Archivist's note:

Rules or conventions:
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.

Date(s) of descriptions:
Records prepared May to September 2011.