---
title: "CA9203 - Charitable Funds Investment Management Tender"
ocid: "ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "MSE GROUP"
published: "2022-02-25"
---

# CA9203 - Charitable Funds Investment Management Tender

Buyer: MSE GROUP  
Current stage: Award  
OCID: ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff.json)

## Summary

The recent Charitable Funds Investment Management Tender (CA9203) was initiated by MSE Group, based in Southend, England, for the management of investments held by the Mid and South Essex NHS Foundation Trust Charity. This open procurement process, published on 8th September 2021, concluded on 7th February 2022, with an award value of £1,500,000. The contract period is established from 7th February 2022 to 6th February 2028 and falls under the investment banking services classification (CPV code 66120000).

This tender presents significant opportunities for businesses specialising in investment management, corporate finance, and portfolio management services. Small and medium-sized enterprises (SMEs) with expertise in financial services and related sectors may particularly benefit from this contract, which is actively seeking competitive suppliers to enhance fund performance for charitable ends. Such firms can leverage this opportunity to establish long-term partnerships with public institutions while contributing to community-focused financial stewardship.

## Notice

This tender is for the management of investments held by Mid and South Essex NHS Foundation Trust Charity (Charity Commission Registration Number 1057266). To access this competition: Registered: Login to https://suppliers.multiquote.com and view the opportunity CA9203. Not registered: Visit https://suppliers.multiquote.com then register and quote CA9203 as the reason for registration. Any queries please contact MultiQuote on 0151 482 9230.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/7e91a589-2928-4f9c-8e00-da3f72b77bfe |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Works |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 25 Feb 2022 |
| Submission deadline | 7 Feb 2022 |
| Future notice date | Not specified |
| Award date | 8 Sep 2021 |
| Contract period | 7 Feb 2022 - 6 Feb 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £1,500,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | MSE GROUP |
| Locality | SOUTHEND |
| Post town | Southend-on-Sea |
| Postcode | SS2 6GE |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH3 Essex |
| ITL 3 | TLH31 Southend-on-Sea |
| Local authority | Southend-on-Sea |
| Electoral ward | St Laurence |
| Westminster constituency | Southend West and Leigh |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ABRDN |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services
- 66122000 - Corporate finance and venture capital services
- 66140000 - Portfolio management services

## Release History

- 25 Feb 2022 at 12:45 - AwardUpdate - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/7e91a589-2928-4f9c-8e00-da3f72b77bfe
- 8 Sep 2021 at 09:42 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/7e91a589-2928-4f9c-8e00-da3f72b77bfe

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/7e91a589-2928-4f9c-8e00-da3f72b77bfe
  8th September 2021 - Opportunity notice on Contracts Finder

## Notice URLs

- https://suppliers.multiquote.com

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-191f72ac-d6ae-40e7-84b8-42792bc83bff.json.