Award

Appointment of Investment Manager(s) for the HMS Caroline Preservation Company

THE NATIONAL MUSEUM OF THE ROYAL NAVY

  • Contract Timeline

    Publication Date

    26th July 2024 13:49:52 PM

  • Contract Summary

    This tender is for the management of investments held by The HMS Caroline Preservation Company, a charitable company limited by guarantee with company number 08303946 and registered charity number 1149930 (the "Company"). The Company is controlled by the National Museum of the Royal Navy ("NMRN"). The purpose of the Company is to manage and maintain for display HMS Caroline, a light cruiser built in 1914 by Cammell Laird in Birkenhead and now moored in Belfast Harbour. HMS Caroline is of historical significance as the only surviving major warship which fought in the Battle of Jutland in 1916. The Company wishes to tender the role of Investment Manager for their investment assets with a view to having the new manager in place by the earliest in late February 2023. The Investment Committee's preferred approach is to have a single investment manager for the entire mandate, albeit the Investment Committee retain the right to appoint more than one manager should they agree that this structure be optimal for the Company. Full details of the Investment Mandate can be found in Annex A-B-C tender documentation on Pages 3-5. The National Museum of the Royal Navy (NMRN) as NMRN Operations are acting as procurement support for this tender. Clarification Questions for Responses must be sent in by Friday 10th February 2023 at Midday. Annex D-E-F is for potential investment managers to complete in full and return to tenders@nmrn.org.uk by the submission deadline. The deadline for submissions is 22nd February 2023 at Midday (1200).

  • Contract Details

    Open Contracting ID

    ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21

    Publication Source

    Contracts Finder

    Procurement Stage

    Award

    Procurement Method

    Open

    Procurement Method Details

    Open Procedure (above Threshold)

    Procurement Category

    Services

    Tender Suitability

    SME

    Framework / DPS

  • Contract Classification

    CPV Code(s)

    66100000

    CPV Division(s)

    66 - Financial and insurance services

  • Awarding Authority

    THE NATIONAL MUSEUM OF THE ROYAL NAVY

    Buyer Name

    Dave Hartley

    Buyer Email

    procurement@nmrn.org.uk

    Buyer Phone

    02392891370 ext 2042

    Buyer Address

    National Museum of the Royal Navy, Main Road, HM Naval Base

    PORTSMOUTH

    PO13NH

    England

  • Awarded Supplier(s)

    Supplier Name(s)

    RATHBONES INVESTMENT MANAGEMENT LIMITED


TenderAmendment

Appointment of Investment Manager(s) for the HMS Caroline Preservation Company

THE NATIONAL MUSEUM OF THE ROYAL NAVY

  • Contract Timeline

    Publication Date

    27th January 2023 09:35:59 AM

    TenderAmendment Deadline

    22nd February 2023 12:00:00 PM   Expired

  • Contract Summary

    This tender is for the management of investments held by The HMS Caroline Preservation Company, a charitable company limited by guarantee with company number 08303946 and registered charity number 1149930 (the "Company"). The Company is controlled by the National Museum of the Royal Navy ("NMRN"). The purpose of the Company is to manage and maintain for display HMS Caroline, a light cruiser built in 1914 by Cammell Laird in Birkenhead and now moored in Belfast Harbour. HMS Caroline is of historical significance as the only surviving major warship which fought in the Battle of Jutland in 1916. The Company wishes to tender the role of Investment Manager for their investment assets with a view to having the new manager in place by the earliest in late February 2023. The Investment Committee's preferred approach is to have a single investment manager for the entire mandate, albeit the Investment Committee retain the right to appoint more than one manager should they agree that this structure be optimal for the Company. Full details of the Investment Mandate can be found in Annex A-B-C tender documentation on Pages 3-5. The National Museum of the Royal Navy (NMRN) as NMRN Operations are acting as procurement support for this tender. Clarification Questions for Responses must be sent in by Friday 10th February 2023 at Midday. Annex D-E-F is for potential investment managers to complete in full and return to tenders@nmrn.org.uk by the submission deadline. The deadline for submissions is 22nd February 2023 at Midday (1200).

  • Contract Details

    Open Contracting ID

    ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21

    Publication Source

    Contracts Finder

    Procurement Stage

    TenderAmendment

    Procurement Method

    Open

    Procurement Method Details

    Open Procedure (above Threshold)

    Procurement Category

    Services

    Tender Suitability

    SME

    Framework / DPS

  • Contract Classification

    CPV Code(s)

    66100000

    CPV Division(s)

    66 - Financial and insurance services

  • Awarding Authority

    THE NATIONAL MUSEUM OF THE ROYAL NAVY

    Buyer Name

    Dave Hartley

    Buyer Email

    procurement@nmrn.org.uk

    Buyer Phone

    02392891370 ext 2042

    Buyer Address

    National Museum of the Royal Navy, Main Road, HM Naval Base

    PORTSMOUTH

    PO13NH

    England


TenderAmendment

Appointment of Investment Manager(s) for the HMS Caroline Preservation Company

THE NATIONAL MUSEUM OF THE ROYAL NAVY

  • Contract Timeline

    Publication Date

    19th January 2023 09:36:21 AM

    TenderAmendment Deadline

    22nd February 2023 12:00:00 PM   Expired

  • Contract Summary

    This tender is for the management of investments held by The HMS Caroline Preservation Company, a charitable company limited by guarantee with company number 08303946 and registered charity number 1149930 (the "Company"). The Company is controlled by the National Museum of the Royal Navy ("NMRN"). The purpose of the Company is to manage and maintain for display HMS Caroline, a light cruiser built in 1914 by Cammell Laird in Birkenhead and now moored in Belfast Harbour. HMS Caroline is of historical significance as the only surviving major warship which fought in the Battle of Jutland in 1916. The Company wishes to tender the role of Investment Manager for their investment assets with a view to having the new manager in place by the earliest in late February 2023. The Investment Committee's preferred approach is to have a single investment manager for the entire mandate, albeit the Investment Committee retain the right to appoint more than one manager should they agree that this structure be optimal for the Company. Full details of the Investment Mandate can be found in Annex A-B-C tender documentation on Pages 3-5. The National Museum of the Royal Navy (NMRN) as NMRN Operations are acting as procurement support for this tender. Clarification Questions for Responses must be sent in by Friday 10th February 2023 at Midday. Annex D-E-F is for potential investment managers to complete in full and return to tenders@nmrn.org.uk by the submission deadline. The deadline for submissions is 22nd February 2023 at Midday (1200).

  • Contract Details

    Open Contracting ID

    ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21

    Publication Source

    Contracts Finder

    Procurement Stage

    TenderAmendment

    Procurement Method

    Open

    Procurement Method Details

    Open Procedure (above Threshold)

    Procurement Category

    Services

    Tender Suitability

    SME

    Framework / DPS

  • Contract Classification

    CPV Code(s)

    66100000

    CPV Division(s)

    66 - Financial and insurance services

  • Awarding Authority

    THE NATIONAL MUSEUM OF THE ROYAL NAVY

    Buyer Name

    Dave Hartley

    Buyer Email

    procurement@nmrn.org.uk

    Buyer Phone

    02392891370 ext 2042

    Buyer Address

    National Museum of the Royal Navy, Main Road, HM Naval Base

    PORTSMOUTH

    PO13NH

    England


TenderAmendment

Appointment of Investment Manager(s) for the HMS Caroline Preservation Company

THE NATIONAL MUSEUM OF THE ROYAL NAVY

  • Contract Timeline

    Publication Date

    18th January 2023 10:12:01 AM

    TenderAmendment Deadline

    22nd February 2023 12:00:00 PM   Expired

  • Contract Summary

    This tender is for the management of investments held by The HMS Caroline Preservation Company, a charitable company limited by guarantee with company number 08303946 and registered charity number 1149930 (the "Company"). The Company is controlled by the National Museum of the Royal Navy ("NMRN"). The purpose of the Company is to manage and maintain for display HMS Caroline, a light cruiser built in 1914 by Cammell Laird in Birkenhead and now moored in Belfast Harbour. HMS Caroline is of historical significance as the only surviving major warship which fought in the Battle of Jutland in 1916. The Company wishes to tender the role of Investment Manager for their investment assets with a view to having the new manager in place by the earliest in late February 2023. The Investment Committee's preferred approach is to have a single investment manager for the entire mandate, albeit the Investment Committee retain the right to appoint more than one manager should they agree that this structure be optimal for the Company. Full details of the Investment Mandate can be found in Annex A-B-C tender documentation on Pages 3-5. The National Museum of the Royal Navy (NMRN) as NMRN Operations are acting as procurement support for this tender. Clarification Questions for Responses must be sent in by Friday 10th February 2023 at Midday. Annex D-E-F is for potential investment managers to complete in full and return to tenders@nmrn.org.uk by the submission deadline. The deadline for submissions is 22nd February 2023 at Midday (1200).

  • Contract Details

    Open Contracting ID

    ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21

    Publication Source

    Contracts Finder

    Procurement Stage

    TenderAmendment

    Procurement Method

    Open

    Procurement Method Details

    Open Procedure (above Threshold)

    Procurement Category

    Services

    Tender Suitability

    SME

    Framework / DPS

  • Contract Classification

    CPV Code(s)

    66100000

    CPV Division(s)

    66 - Financial and insurance services

  • Awarding Authority

    THE NATIONAL MUSEUM OF THE ROYAL NAVY

    Buyer Name

    Dave Hartley

    Buyer Email

    procurement@nmrn.org.uk

    Buyer Phone

    02392891370 ext 2042

    Buyer Address

    National Museum of the Royal Navy, Main Road, HM Naval Base

    PORTSMOUTH

    PO13NH

    England


Tender

Appointment of Investment Manager(s) for the HMS Caroline Preservation Company

THE NATIONAL MUSEUM OF THE ROYAL NAVY

  • Contract Timeline

    Publication Date

    18th January 2023 09:30:18 AM

    Tender Deadline

    22nd February 2023 12:00:00 PM   Expired

  • Contract Summary

    This tender is for the management of investments held by The HMS Caroline Preservation Company, a charitable company limited by guarantee with company number 08303946 and registered charity number 1149930 (the "Company"). The Company is controlled by the National Museum of the Royal Navy ("NMRN"). The purpose of the Company is to manage and maintain for display HMS Caroline, a light cruiser built in 1914 by Cammell Laird in Birkenhead and now moored in Belfast Harbour. HMS Caroline is of historical significance as the only surviving major warship which fought in the Battle of Jutland in 1916. The Company wishes to tender the role of Investment Manager for their investment assets with a view to having the new manager in place by the earliest in late February 2023. The Investment Committee's preferred approach is to have a single investment manager for the entire mandate, albeit the Investment Committee retain the right to appoint more than one manager should they agree that this structure be optimal for the Company. Full details of the Investment Mandate can be found in Annex A-B-C tender documentation on Pages 3-5. The National Museum of the Royal Navy (NMRN) as NMRN Operations are acting as procurement support for this tender. Clarification Questions for Responses must be sent in by Friday 10th February 2023 at Midday. Annex D-E-F is for potential investment managers to complete in full and return to tenders@nmrn.org.uk by the submission deadline. The deadline for submissions is 22nd February 2023 at Midday (1200).

  • Contract Details

    Open Contracting ID

    ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21

    Publication Source

    Contracts Finder

    Procurement Stage

    Tender

    Procurement Method

    Open

    Procurement Method Details

    Open Procedure (above Threshold)

    Procurement Category

    Services

    Tender Suitability

    SME

    Framework / DPS

  • Contract Classification

    CPV Code(s)

    66100000

    CPV Division(s)

    66 - Financial and insurance services

  • Awarding Authority

    THE NATIONAL MUSEUM OF THE ROYAL NAVY

    Buyer Name

    Dave Hartley

    Buyer Email

    procurement@nmrn.org.uk

    Buyer Phone

    02392891370 ext 2042

    Buyer Address

    National Museum of the Royal Navy, Main Road, HM Naval Base

    PORTSMOUTH

    PO13NH

    England