Award

Investment Manager Search

ROYAL VETERINARY COLLEGE

This public procurement record has 1 release in its history.

Award

17 Aug 2017 at 16:45

Summary of the contracting process

The Royal Veterinary College, located in London, conducted a competitive dialogue tender for the management of an investment portfolio valued at £520,000, with potential increases based on cash-flow requirements. The tender process, titled "Investment Manager Search," was initiated to find a provider for managing reserves initially set at £15 million, potentially rising to £20 million. The tender period concluded on 25 May 2017, with the contract expected to commence on 1 September 2017 and run until 1 September 2021. The procurement method used was selective, classifying the services under banking and investment services.

This opportunity is particularly relevant for financial services firms specialising in investment management, particularly those with experience in handling medium to lower risk portfolios. The contract's specifications suggest that businesses capable of managing substantial investments and demonstrating a strong track record in the financial sector would be well-positioned to compete. Firms with robust financial resources and expertise in long-term investment strategies could effectively leverage this tender to expand their market presence and client base.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Investment Manager Search

Notice Description

The Royal Veterinary College invited proposals for the management of a segregated investment portfolio to include an initial GBP15m, potentially increasing to GBP20m, of longer term reserves with a medium risk profile and lower risk funds ranging between GBP5m - GBP20m, dependent upon cash-flow requirements over the period. The estimated contract value stated under II.1.5) is based upon the upper limits quoted here.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-370827cf-a15a-4a20-842c-6694e7ff8223
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/b42a062c-48c6-47e8-bc5c-669b77696748
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Competitive dialog
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66100000 - Banking and investment services

Notice Value(s)

Tender Value
£520,000 £500K-£1M
Lots Value
Not specified
Awards Value
£520,000 £500K-£1M
Contracts Value
Not specified

Notice Dates

Publication Date
17 Aug 20178 years ago
Submission Deadline
25 May 2017Expired
Future Notice Date
Not specified
Award Date
14 Aug 20178 years ago
Contract Period
31 Aug 2017 - 1 Sep 2021 4-5 years
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
ROYAL VETERINARY COLLEGE
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LONDON
Postcode
NW1 0TU
Post Town
North West London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI36 Camden
Delivery Location
TLI London

Local Authority
Camden
Electoral Ward
St Pancras & Somers Town
Westminster Constituency
Holborn and St Pancras

Supplier Information

Number of Suppliers
1
Supplier Name

UBS

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-370827cf-a15a-4a20-842c-6694e7ff8223-2017-08-17T17:45:06+01:00",
    "date": "2017-08-17T17:45:06+01:00",
    "ocid": "ocds-b5fd17-370827cf-a15a-4a20-842c-6694e7ff8223",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "MT201261",
        "title": "Investment Manager Search",
        "description": "The Royal Veterinary College invited proposals for the management of a segregated investment portfolio to include an initial GBP15m, potentially increasing to GBP20m, of longer term reserves with a medium risk profile and lower risk funds ranging between GBP5m - GBP20m, dependent upon cash-flow requirements over the period. The estimated contract value stated under II.1.5) is based upon the upper limits quoted here.",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66100000",
            "description": "Banking and investment services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "London",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 520000,
            "currency": "GBP"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Competitive dialog",
        "tenderPeriod": {
            "endDate": "2017-05-25T23:59:59+01:00"
        },
        "contractPeriod": {
            "startDate": "2017-09-01T00:00:00+01:00",
            "endDate": "2021-09-01T23:59:59+01:00"
        },
        "suitability": {
            "sme": false,
            "vcse": false
        },
        "mainProcurementCategory": "services"
    },
    "parties": [
        {
            "id": "GB-CFS-55110",
            "name": "Royal Veterinary College",
            "identifier": {
                "legalName": "Royal Veterinary College"
            },
            "address": {
                "streetAddress": "Royal College Street",
                "locality": "London",
                "postalCode": "NW10TU",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Katrina Brown",
                "email": "katrinabrown@iir.uk.com",
                "telephone": "+44 2077457274"
            },
            "details": {
                "url": "http://www.mytenders.org"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-CFS-64963",
            "name": "UBS",
            "identifier": {
                "legalName": "UBS"
            },
            "address": {
                "streetAddress": "5 Broadgate, London"
            },
            "details": {
                "scale": "large",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-55110",
        "name": "Royal Veterinary College"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-370827cf-a15a-4a20-842c-6694e7ff8223-1",
            "status": "active",
            "date": "2017-08-15T00:00:00+01:00",
            "datePublished": "2017-08-17T17:45:06+01:00",
            "value": {
                "amount": 520000,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-CFS-64963",
                    "name": "UBS"
                }
            ],
            "contractPeriod": {
                "startDate": "2017-09-01T00:00:00+01:00",
                "endDate": "2021-09-01T23:59:59+01:00"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/b42a062c-48c6-47e8-bc5c-669b77696748",
                    "datePublished": "2017-08-17T17:45:06+01:00",
                    "format": "text/html",
                    "language": "en"
                },
                {
                    "id": "2",
                    "documentType": "tenderNotice",
                    "description": "NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at the link provided.",
                    "url": "http://www.mytenders.org/search/show/search_view.aspx?ID=AUG146203"
                }
            ]
        }
    ]
}