Award

CA9203 - Charitable Funds Investment Management Tender

MSE GROUP

This public procurement record has 2 releases in its history.

AwardUpdate

25 Feb 2022 at 12:45

Award Notice
Tender

08 Sep 2021 at 09:42

Tender Notice
Summary of the contracting process

The recent Charitable Funds Investment Management Tender (CA9203) was initiated by MSE Group, based in Southend, England, for the management of investments held by the Mid and South Essex NHS Foundation Trust Charity. This open procurement process, published on 8th September 2021, concluded on 7th February 2022, with an award value of £1,500,000. The contract period is established from 7th February 2022 to 6th February 2028 and falls under the investment banking services classification (CPV code 66120000).

This tender presents significant opportunities for businesses specialising in investment management, corporate finance, and portfolio management services. Small and medium-sized enterprises (SMEs) with expertise in financial services and related sectors may particularly benefit from this contract, which is actively seeking competitive suppliers to enhance fund performance for charitable ends. Such firms can leverage this opportunity to establish long-term partnerships with public institutions while contributing to community-focused financial stewardship.

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Notice Information

Notice Title

CA9203 - Charitable Funds Investment Management Tender

Notice Description

This tender is for the management of investments held by Mid and South Essex NHS Foundation Trust Charity (Charity Commission Registration Number 1057266). To access this competition: Registered: Login to https://suppliers.multiquote.com and view the opportunity CA9203. Not registered: Visit https://suppliers.multiquote.com then register and quote CA9203 as the reason for registration. Any queries please contact MultiQuote on 0151 482 9230.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/7e91a589-2928-4f9c-8e00-da3f72b77bfe
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Works
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66120000 - Investment banking services and related services

66122000 - Corporate finance and venture capital services

66140000 - Portfolio management services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
£1,500,000 £1M-£10M
Contracts Value
Not specified

Notice Dates

Publication Date
25 Feb 20223 years ago
Submission Deadline
7 Feb 2022Expired
Future Notice Date
Not specified
Award Date
8 Sep 20214 years ago
Contract Period
7 Feb 2022 - 6 Feb 2028 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
MSE GROUP
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
SOUTHEND
Postcode
SS2 6GE
Post Town
Southend-on-Sea
Country
England
Major Region (ITL 1)
TLH East (England)
Basic Region (ITL 2)
TLH3 Essex
Small Region (ITL 3)
TLH31 Southend-on-Sea
Delivery Location
Not specified
Local Authority
Southend-on-Sea
Electoral Ward
St Laurence
Westminster Constituency
Southend West and Leigh

Supplier Information

Number of Suppliers
1
Supplier Name

ABRDN

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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