Tender

Investment Services - University of Aberdeen

UNIVERSITY OF ABERDEEN

This public procurement record has 1 release in its history.

Tender

03 Mar 2026 at 00:00

OJEU - F2 - Contract Notice
Summary of the contracting process

The University of Aberdeen is currently in the tender stage of a public procurement process, inviting proposals for investment advice and custodianship services for its investment portfolios. This contract, coded as AU25/14, falls under the services category and operates within the education industry. Located in Aberdeen, it uses an open procedure allowing electronic submissions until 10th April 2026, which is also the date when bid openings commence and the award period starts. The procurement project has been spearheaded using PCS-Tender, and the anticipated contract period is set for an initial term of five years beginning on 5th July 2026, with potential renewals for up to two additional two-year phases, contingent on satisfactory reviews.

This procurement opportunity presents significant business growth potential for firms specialising in financial services, specifically those with expertise in investment advisory and custodianship. The contract award considers technical quality and pricing criteria, with technical expertise accounting for 80% of the evaluation. Businesses proficient in electronic payment and invoicing will find the terms favourable, and there is scope for extended contractual commitments based on performance outcomes. Given the initial duration and options for extension, this opportunity is well-suited for businesses aiming to secure a long-term collaboration with a prestigious institution within a stable and supportive tender framework.

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Notice Information

Notice Title

Investment Services - University of Aberdeen

Notice Description

This is an invitation to submit a proposal to enter into a contract with the University of Aberdeen, for investment advice and custodianship services of the University and DT SCIO investment Portfolios.

Lot Information

Lot 1

This is an invitation to submit a proposal to enter into a contract with the University of Aberdeen, for investment advice and custodianship services of the University and DT SCIO investment Portfolios.

Renewal: An initial term of 5 years from 5 July 2026. The Investment Committee will have the option of extending the contract (either singly or in phases) for up to two additional periods of 2 years, subject to satisfactory annual review and mutual agreement.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000825410
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR550829
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
OJEU - F2 - Contract 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

66122000 - Corporate finance and venture capital services

66171000 - Financial consultancy services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
3 Mar 20261 months ago
Submission Deadline
10 Apr 2026Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF ABERDEEN
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
ABERDEEN
Postcode
AB24 3FX
Post Town
Aberdeen
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM5 North Eastern Scotland
Small Region (ITL 3)
TLM50 Aberdeen City and Aberdeenshire
Delivery Location
TLM50 Aberdeen City and Aberdeenshire
Local Authority
Aberdeen City
Electoral Ward
Tillydrone/Seaton/Old Aberdeen
Westminster Constituency
Aberdeen North

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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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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