---
title: "Charitable Funds Investment Manager"
ocid: "ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "LEICESTERSHIRE PARTNERSHIP NHS TRUST"
published: "2019-01-16"
---

# Charitable Funds Investment Manager

Buyer: LEICESTERSHIRE PARTNERSHIP NHS TRUST  
Current stage: Tender  
OCID: ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3.json)

## Summary

The Leicestershire Partnership NHS Trust is seeking an Investment Manager to manage and advise on Charitable Funds valued at £1.7 million, with the aim of maximising returns. This opportunity is currently open under an open procurement method, following a tender process initiated on 16 January 2019, and the deadline for submissions is set for 18 February 2019. The tender is classified under financial and insurance services, with potential contract viability extending from 1 July 2019 to 30 June 2024. The services are expected to be delivered across various locations including the UK and British Overseas Territories.

This tender presents significant opportunities for financial service providers and investment management firms looking to expand their portfolios. Businesses specialising in investment strategy, portfolio management, and charitable fund administration would find this contract particularly relevant. Additionally, entities with expertise in compliance and regulatory frameworks within the charitable sector will be well-suited to compete for this engagement, contributing to potential business growth through the management of a significant charitable fund.

## Notice

LPT holds Charitable Funds to the value of PS1.7m, and seeks an Investment manager who will advise on the best route for investment to maximise returns, within an agreed scope and range of investment opportunities, and who will action and manage those investments on behalf of the Trust.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/6a899140-827f-4ec6-9c8b-e42f2373aed1 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 16 Jan 2019 |
| Submission deadline | 18 Feb 2019 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 30 Jun 2019 - 30 Jun 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £80,000 |
| 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 | LEICESTERSHIRE PARTNERSHIP NHS TRUST |
| Locality | LEICESTER |
| Post town | Leicester |
| Postcode | LE3 8TB |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF2 Leicestershire, Rutland and Northamptonshire |
| ITL 3 | TLF22 Leicestershire CC and Rutland |
| Local authority | Blaby |
| Electoral ward | Glenfield Faire |
| Westminster constituency | Mid Leicestershire |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 16 Jan 2019 at 10:38 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/6a899140-827f-4ec6-9c8b-e42f2373aed1

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/6a899140-827f-4ec6-9c8b-e42f2373aed1
  16th January 2019 - Opportunity notice on Contracts Finder
- https://procontract.due-north.com/FileUploads/ViewAttachment?attachmentId=4d442079-c718-e911-80f2-005056b64545&entityTypeId=ddfa09c2-c6df-495b-a670-2ac511c64ebc&attachmentTypeId=Project
  OJEU Tender through the Portal

## Notice URLs

- http://www.leicspart.nhs.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-bcb45f0d-57d6-4efc-b409-2b3624d034a3. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-bcb45f0d-57d6-4efc-b409-2b3624d034a3.json.