Investment management records

  • This material is held at
  • Reference
      GB 3277 HW/Inv
  • Dates of Creation
      1919 - 1962
  • Language of Material
      English
  • Physical Description
      12 volumes and c 176 files

Scope and Content

Helbert, Wagg developed investment management services from the 1920s. Four investment trusts were established in the interwar years:

  • British and German Investment Trust, set up in 1926, renamed the Broadstone Investment Trust in 1937
  • Trans-Oceanic Investment Trust, set up in 1928
  • Westpool Investment Trust, set up in 1931
  • Ashdown Investment Trust, set up in 1937

Records about these trusts include: accounts; information about investments; governance matters; financial and administrative papers.