--- title: "Investment Advisor" ocid: "ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131.json" source: "Contracts Finder" current_stage: "Tender" buyer: "NOE-CPC" published: "2018-07-08" --- # Investment Advisor Buyer: NOE-CPC Current stage: Tender OCID: ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131.json) ## Summary The NOE-CPC is seeking an Investment Advisor for the Doncaster and Bassetlaw Hospitals NHS Foundation Trust Charitable Fund, with the tender titled "Investment Advisor". This procurement falls under the category of banking and investment services, specifically focusing on investment banking services. Located in Doncaster, South Yorkshire, the tender is currently in the active stage of the open procurement process, which began on 8th July 2018 and will close on 27th July 2018. The contract period is set to start on 1st October 2018 and will last until 1st October 2021. This opportunity presents a significant growth avenue for businesses specialising in investment management and financial advisory services, particularly those with experience in managing charity funds with a medium risk appetite. Smaller and medium-sized enterprises (SMEs) are encouraged to apply, as the procurement is designed to be inclusive, fostering competition among suppliers capable of maximising returns while managing risk effectively for the charity. ## Notice Doncaster and Bassetlaw Hospitals NHS Foundation Trust Charitable Fund (Registered Charity No. 1057917) was registered with the Charity Commission in April 2001 to hold funds for: - "Any charitable purpose or purposes relating to the National Health Service wholly or mainly for the service provided by Doncaster and Bassetlaw Hospitals NHS Trust." Under this "Umbrella Charity" there are over 180 individual funds administered by the Finance Department and overseen by the Trust's Charitable Funds Committee. As a registered Charity, trust funds are subject to the provisions of the Charities Acts 1993, as amended by the Charities Act 2011. The majority of trust funds are classified in law as Unrestricted Designated Funds of the main Umbrella Charity and do not require separate notification to the Charity Commission. However, where there is written evidence that a fund is held for a special purpose of the Umbrella Charity, details of this "Special Trust" are included in the Umbrella's registered particulars. As stated above Doncaster and Bassetlaw Teaching Hospitals NHS Foundation Trust is the legal corporate trustee of the Charity which means that whilst the Board members are responsible for the administration of the funds, they are not individually trustees of the Charity. A number of the powers of the Foundation Trust as Trustee have been delegated to the Trust's Charitable Funds Committee. Many of the donations and legacies received by the Charity are not spent immediately, as they need to be accumulated to fund the most appropriate purchases to improve patient care. Therefore, in order to obtain the best return on its reserves, the Charity invests in the unused funds in the stock market. For this reason, an investment manager is required to manage these investments. Risk Appetite The investment manager is required to manage these investments with a view to maximising the return to the Charity whilst minimising the risk. The Charity's risk appetite should be considered as 'MEDIUM'. One of the key tasks for the successful supplier will be to work with the Charity to revise and refine this assessment. Additional information: Procurement's e-tendering portal "In-tend" is live under our "Working Together NHS" banner! If you are a supplier who wishes to register please visit https://in-tendhost.co.uk/workingtogethernhs/aspx/home. If you encounter any difficulties whilst using the portal you can contact the Support Team on 0844 272 8810 or by emailing support@in-tend.co.uk. Is a Recurrent Procurement Type? : Yes ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/19783fbf-2ead-4c63-a149-347f1bf1b33f | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure (below threshold) | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 8 Jul 2018 | | Submission deadline | 27 Jul 2018 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 30 Sep 2018 - 1 Oct 2021 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | NOE-CPC | | Locality | SOUTH YORKSHIRE | | Post town | Doncaster | | Postcode | DN2 5LT | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE3 South Yorkshire | | ITL 3 | TLE35 Doncaster | | Local authority | Doncaster | | Electoral ward | Wheatley Hills & Intake | | Westminster constituency | Doncaster Central | | Delivery location | TLE Yorkshire and The Humber | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66100000 - Banking and investment services - 66120000 - Investment banking services and related services ## Release History - 8 Jul 2018 at 13:59 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/19783fbf-2ead-4c63-a149-347f1bf1b33f - 8 Jul 2018 at 13:59 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/19783fbf-2ead-4c63-a149-347f1bf1b33f - 8 Jul 2018 at 13:59 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/19783fbf-2ead-4c63-a149-347f1bf1b33f ## Documents - https://www.contractsfinder.service.gov.uk/Notice/19783fbf-2ead-4c63-a149-347f1bf1b33f 8th July 2018 - Opportunity notice on Contracts Finder - https://in-tendhost.co.uk/noecpc/aspx/ Additional information on how to apply for this contract ## Notice URLs - https://in-tendhost.co.uk/workingtogethernhs/aspx/home ## 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-a351a526-0793-472f-841b-9fec7b9b8131. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131.json.