---
title: "Investment Advisory Services"
ocid: "ocds-h6vhtk-0351de"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0351de"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0351de.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0351de.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "ABERYSTWYTH UNIVERSITY"
published: "2022-07-14"
---

# Investment Advisory Services

Buyer: ABERYSTWYTH UNIVERSITY  
Current stage: Tender  
OCID: ocds-h6vhtk-0351de

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-0351de.json)

## Summary

The procurement process involves Aberystwyth University, seeking to engage a professional Investment Advisor for a period of 48 months, under the title "Investment Advisory Services". This tender is classified within the industry category of Banking and Investment Services, with a total contract value of £450,000. The procurement is currently in the Tender stage, with submissions due by 15th August 2022. The advisory services are intended to assist the university's Investments Committee and staff in managing its Endowment Funds, which hold a capital value of £40.4 million, supporting various educational purposes such as scholarships and research grants. Interested parties can submit their proposals electronically through E-tender Wales.

This tender presents a significant opportunity for financial consultancy firms, particularly those specialising in investment advisory services, to collaborate with a notable educational institution. Businesses that can demonstrate expertise in managing endowment funds, understanding the complexities of donations and bequests, and providing strategic financial advice will be well-placed to compete. This project not only offers a chance to engage with the university's diverse financial needs but also aligns with organisations aiming to support the education sector through their services.

## Notice

The University seeks to engage a professional Investment advisor to assist the Investments Committee and staff in undertaking the duties delegated to it as outlined in its Terms of Reference for a 48 month period . Aberystwyth University currently has 159 Endowment Funds with a capital value of 40.4m. New funds are created almost annually whilst some of the original funds date back to the very inception of the University. The Endowment funds have primarily been created via a mixture of donations and bequests with the vast majority having specific conditions attached to their use. Revenue is currently used for a variety of purposes such as Scholarships, Bursaries, and Prizes for students, as well as assisting staff with their work and research through grants and awards. Over the years the Endowment Funds have also contributed towards other institutional goals such as the purchase of land, buildings, and equipment.

### Lot Information

Lot 1

Aberystwyth University is seek to appoint investment advisory services for a period of 48 months.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/019254-2022 |
| 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 | 14 Jul 2022 |
| Submission deadline | 15 Aug 2022 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Feb 2023 - 1 Feb 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £450,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Active |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | ABERYSTWYTH UNIVERSITY |
| Locality | ABERYSTWYTH |
| Post town | Shrewsbury |
| Postcode | SY23 3FB |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL4 Mid and South West Wales |
| ITL 3 | TLL41 Mid Wales |
| Local authority | Ceredigion |
| Electoral ward | Aberystwyth Morfa a Glais |
| Westminster constituency | Ceredigion Preseli |
| Delivery location | TLL1 West Wales and The Valleys |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services
- 66170000 - Financial consultancy, financial transaction processing and clearing-house services

## Release History

- 14 Jul 2022 at 10:11 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/019254-2022

## Notice URLs

- https://etenderwales.bravosolution.co.uk/
- https://ted.europa.eu/udl?uri=TED:NOTICE:340856-2016:TEXT:EN:HTML
- https://www.aber.ac.uk/
- https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA1009
- https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=123126

## 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-h6vhtk-0351de. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0351de.json.