Tender

Charitable Funds Investment Manager

LEICESTERSHIRE PARTNERSHIP NHS TRUST

This public procurement record has 1 release in its history.

Tender

16 Jan 2019 at 10:38

Summary of the contracting process

The Leicestershire Partnership NHS Trust is seeking an Investment Manager to manage and advise on Charitable Funds valued at £1.7 million, with the aim of maximising returns. This opportunity is currently open under an open procurement method, following a tender process initiated on 16 January 2019, and the deadline for submissions is set for 18 February 2019. The tender is classified under financial and insurance services, with potential contract viability extending from 1 July 2019 to 30 June 2024. The services are expected to be delivered across various locations including the UK and British Overseas Territories.

This tender presents significant opportunities for financial service providers and investment management firms looking to expand their portfolios. Businesses specialising in investment strategy, portfolio management, and charitable fund administration would find this contract particularly relevant. Additionally, entities with expertise in compliance and regulatory frameworks within the charitable sector will be well-suited to compete for this engagement, contributing to potential business growth through the management of a significant charitable fund.

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Notice Title

Charitable Funds Investment Manager

Notice Description

LPT holds Charitable Funds to the value of PS1.7m, and seeks an Investment manager who will advise on the best route for investment to maximise returns, within an agreed scope and range of investment opportunities, and who will action and manage those investments on behalf of the Trust.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/6a899140-827f-4ec6-9c8b-e42f2373aed1
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£80,000 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
16 Jan 20197 years ago
Submission Deadline
18 Feb 2019Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
30 Jun 2019 - 30 Jun 2024 Over 5 years
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
LEICESTERSHIRE PARTNERSHIP NHS TRUST
Contact Name
Sarah Holliehead
Contact Email
sarah.holliehead@leicspart.nhs.uk
Contact Phone
+44 7775005496

Buyer Location

Locality
LEICESTER
Postcode
LE3 8TB
Post Town
Leicester
Country
England

Major Region (ITL 1)
TLF East Midlands (England)
Basic Region (ITL 2)
TLF2 Leicestershire, Rutland and Northamptonshire
Small Region (ITL 3)
TLF22 Leicestershire CC and Rutland
Delivery Location
Not specified

Local Authority
Blaby
Electoral Ward
Glenfield Faire
Westminster Constituency
Mid Leicestershire

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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