---
title: "CA9718 - Investment Management Services"
ocid: "ocds-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "HUMANKIND CHARITY"
published: "2022-05-19"
---

# CA9718 - Investment Management Services

Buyer: HUMANKIND CHARITY  
Current stage: Award  
OCID: ocds-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3

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## Summary

The procurement process involves Humankind Charity seeking to appoint a provider for Investment Management Services to manage a charity investment portfolio valued at up to £2 million. This tender, identified as CA9718, is a complete process having reached the Award stage. The contract period runs from 1st April 2022 to 31st March 2027, with the award being published on 19th May 2022. The procurement method utilised for this tender is an open procedure, classified under portfolio management services within the industry category of banking and investment services. The delivery addresses include the UK and other locations such as the British Overseas Territories and the Isle of Man.

This tender presents significant opportunities for businesses within the investment management sector, particularly for small to medium-sized enterprises (SMEs) that can provide innovative portfolio management solutions. Companies equipped to handle charity investment portfolios and those familiar with the requirements of non-profit organisations would be particularly well-suited to compete for this contract. Participation in this tender may enable successful bidders to expand their service reach and enhance their reputation within the charity sector.

## Notice

Humankind are seeking to appoint an organisation to provide Investment Management Services to manage Charity's Investment Portfolio. The sum available for investment is up to PS2m. To access this competition: Registered: Login to https://suppliers.multiquote.com and view the opportunity CA9718. Not registered: Visit https://suppliers.multiquote.com then register and quote CA9718 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/da8f6230-6be0-42e7-98e5-b1f3cb12afd3 |
| 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 | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 19 May 2022 |
| Submission deadline | 31 Mar 2022 |
| Future notice date | Not specified |
| Award date | 18 May 2022 |
| Contract period | 31 Mar 2022 - 31 Mar 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £81,712 |
| 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 | HUMANKIND CHARITY |
| Locality | BOWBURN |
| Post town | Durham |
| Postcode | DH6 5PF |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC41 Durham |
| Local authority | County Durham |
| Electoral ward | Coxhoe |
| Westminster constituency | Newton Aycliffe and Spennymoor |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | RATHBONE INVESTMENT MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services
- 66140000 - Portfolio management services

## Release History

- 19 May 2022 at 14:34 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/da8f6230-6be0-42e7-98e5-b1f3cb12afd3

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/da8f6230-6be0-42e7-98e5-b1f3cb12afd3
  19th May 2022 - Awarded contract 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-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-2ff1e913-eb85-41ff-b138-f6d5d43d55d3.json.