Award

CA9718 - Investment Management Services

HUMANKIND CHARITY

This public procurement record has 1 release in its history.

Award

19 May 2022 at 14:34

Award Notice
Summary of the contracting process

The procurement process involves Humankind Charity seeking to appoint a provider for Investment Management Services to manage a charity investment portfolio valued at up to £2 million. This tender, identified as CA9718, is a complete process having reached the Award stage. The contract period runs from 1st April 2022 to 31st March 2027, with the award being published on 19th May 2022. The procurement method utilised for this tender is an open procedure, classified under portfolio management services within the industry category of banking and investment services. The delivery addresses include the UK and other locations such as the British Overseas Territories and the Isle of Man.

This tender presents significant opportunities for businesses within the investment management sector, particularly for small to medium-sized enterprises (SMEs) that can provide innovative portfolio management solutions. Companies equipped to handle charity investment portfolios and those familiar with the requirements of non-profit organisations would be particularly well-suited to compete for this contract. Participation in this tender may enable successful bidders to expand their service reach and enhance their reputation within the charity sector.

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Notice Information

Notice Title

CA9718 - Investment Management Services

Notice Description

Humankind are seeking to appoint an organisation to provide Investment Management Services to manage Charity's Investment Portfolio. The sum available for investment is up to PS2m. To access this competition: Registered: Login to https://suppliers.multiquote.com and view the opportunity CA9718. Not registered: Visit https://suppliers.multiquote.com then register and quote CA9718 as the reason for registration. Any queries please contact MultiQuote on 0151 482 9230.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/da8f6230-6be0-42e7-98e5-b1f3cb12afd3
Current Stage
Award
All Stages
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

66100000 - Banking and investment services

66140000 - Portfolio management services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
£81,712 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
19 May 20223 years ago
Submission Deadline
31 Mar 2022Expired
Future Notice Date
Not specified
Award Date
18 May 20223 years ago
Contract Period
31 Mar 2022 - 31 Mar 2027 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
HUMANKIND CHARITY
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
BOWBURN
Postcode
DH6 5PF
Post Town
Durham
Country
England
Major Region (ITL 1)
TLC North East (England)
Basic Region (ITL 2)
TLC4 Northumberland, Durham and Tyne & Wear
Small Region (ITL 3)
TLC41 Durham
Delivery Location
Not specified
Local Authority
County Durham
Electoral Ward
Coxhoe
Westminster Constituency
Newton Aycliffe and Spennymoor

Supplier Information

Number of Suppliers
1
Supplier Name

RATHBONE INVESTMENT MANAGEMENT

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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