---
title: "Investment Management"
ocid: "ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "COUNTY DURHAM AND DARLINGTON NHS FOUNDATION TRUST"
published: "2018-10-12"
---

# Investment Management

Buyer: COUNTY DURHAM AND DARLINGTON NHS FOUNDATION TRUST  
Current stage: Award  
OCID: ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc)  
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## Summary

The County Durham & Darlington NHS Foundation Trust is seeking a supplier for an Investment Management Contract, focusing on the oversight of its Investment Portfolio on behalf of the Trust Charity. This procurement falls under the services category and uses an "Other - Under Threshold Tender" method. Interested parties must submit their expressions of interest by 12:00 noon on 18th June 2018. The contract period is expected to run from 1st November 2018 to 30th October 2021, with a contract value of £50,000.

This tender presents an excellent opportunity for small and medium-sized enterprises (SMEs) specialising in investment management services. Companies with experience in managing investment portfolios, particularly those familiar with the healthcare sector, would be well-positioned to compete for this contract. Engaging with such tenders not only enhances their visibility within the public sector but also contributes to their growth by establishing partnerships with significant institutions like the NHS.

## Notice

County Durham & Darlington NHS Foundation Trust are looking for a supplier to provide an Investment Management Contract for the Overseeing of the Investment Portfolio on behalf of the Trust Charity. To Express an Interest please follow the link: https://www.cardea.nhs.uk/cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=3942&Culture=en-GB Closing date for Expression of Interest 12:00 noon 18th June 2018. Additional information: To Express an Interest please follow the link: https://www.cardea.nhs.uk/cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=3942&Culture=en-GB Closing date for Expression of Interest 12:00 noon 18th June 2018.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/e4fa50e6-05db-4606-a7ce-d94773847f2d |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - Under Threshold Tender |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 12 Oct 2018 |
| Submission deadline | 18 Jun 2018 |
| Future notice date | Not specified |
| Award date | 2 Oct 2018 |
| Contract period | 1 Nov 2018 - 30 Oct 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| 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 | COUNTY DURHAM AND DARLINGTON NHS FOUNDATION TRUST |
| Locality | PETERLEE |
| Post town | Sunderland |
| Postcode | SR8 2RU |
| 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 | Shotton and South Hetton |
| Westminster constituency | Easington |
| Delivery location | TLC North East (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | BREWIN DOLPHIN |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66161000 - Trust services

## Release History

- 12 Oct 2018 at 07:30 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/e4fa50e6-05db-4606-a7ce-d94773847f2d
- 4 Jun 2018 at 10:41 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/32d911b1-08d5-441e-b65a-60da89521298

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/e4fa50e6-05db-4606-a7ce-d94773847f2d
  12th October 2018 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/32d911b1-08d5-441e-b65a-60da89521298
  4th June 2018 - Opportunity notice on Contracts Finder
- https://www.cardea.nhs.uk/cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=3942&Culture=en-GB
  Investment Management

## 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-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc.json.