---
title: "Treasury management consultancy services"
ocid: "ocds-b5fd17-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "LONDON BOROUGH OF MERTON"
published: "2021-01-20"
---

# Treasury management consultancy services

Buyer: LONDON BOROUGH OF MERTON  
Current stage: Award  
OCID: ocds-b5fd17-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a

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## Summary

The London Borough of Merton is procuring treasury management consultancy services with a contract value of £65,000. This procurement is in the award stage, having been awarded to Link Asset Services Limited on 20th January 2021, with the contract commencing from 1st February 2021 and running until 31st January 2024. The services, which focus on financial management consultancy, will support the Council with investment trends and their strategic implications, particularly in the context of the economic and financial environment.

This tender represents a valuable opportunity for small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) specialising in financial consultancy. Participating businesses should be adept in analyzing market trends and providing comprehensive investment advice, as well as in delivering ongoing portfolio monitoring and reporting. Companies with expertise in managing financial risks and optimizing investment strategies would be particularly well-suited to compete for similar contracts in this sector.

## Notice

The contractor will offer advice on investment trends, developments and opportunities consistent with the Council's chosen strategy. These should include: * Specific market trends and opportunities. * Advising early on, whether investments should be used for debt redemption * Monthly reports illustrating that the consultancy have monitored and analysed our portfolio. * Priorities being security, followed by liquidity, followed by yield. The contractor will take into consideration the latest economic and financial environment which may impact on the Council's borrowing and investment strategies.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/8824e329-151a-48fe-91f5-002e24bf405f |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not applicable |
| Tender suitability | SME, VCSE |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 20 Jan 2021 |
| Submission deadline | 23 Dec 2020 |
| Future notice date | Not specified |
| Award date | 20 Jan 2021 |
| Contract period | 1 Feb 2021 - 31 Jan 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £65,000 |
| Lots value | Not specified |
| Awards value | £65,000 |
| 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 | LONDON BOROUGH OF MERTON |
| Locality | MORDEN |
| Post town | Sutton |
| Postcode | SM4 5DX |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI6 Outer London - South |
| ITL 3 | TLI63 Merton, Kingston upon Thames and Sutton |
| Local authority | Merton |
| Electoral ward | Merton Park |
| Westminster constituency | Wimbledon |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | LINK ASSET SERVICES |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 66600000 - Treasury services
- 79412000 - Financial management consultancy services

## Release History

- 20 Jan 2021 at 11:32 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/8824e329-151a-48fe-91f5-002e24bf405f

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/8824e329-151a-48fe-91f5-002e24bf405f
  20th January 2021 - Awarded contract notice on Contracts Finder

## Notice URLs

- http://www.merton.gov.uk/

## 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-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a.json.