---
title: "AA-357-23 Investment Advisor for Endowment Fund"
ocid: "ocds-h6vhtk-0436b2"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0436b2"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0436b2.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0436b2.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "NHS AYRSHIRE & ARRAN"
published: "2024-05-06"
---

# AA-357-23 Investment Advisor for Endowment Fund

Buyer: NHS AYRSHIRE & ARRAN  
Current stage: Award  
OCID: ocds-h6vhtk-0436b2

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-0436b2.json)

## Summary

The procurement process for the contract titled "AA-357-23 Investment Advisor for Endowment Fund" has been completed. The buying organization, NHS Ayrshire & Arran, a Scottish Registered Charity, located in Ayr, United Kingdom, planned and awarded the contract for investment management services. The procurement was conducted as an open procedure with a focus on quality (70%) and price (30%) criteria. The contract was awarded to Evelyn Partners, and it has a value of £140,000, signed on 3rd May 2024.

This procurement opportunity can be beneficial for businesses providing investment banking services and related services. Companies with expertise in managing investments, especially within the healthcare industry, may find this tender suitable for expanding their business. The tender, initiated by NHS Ayrshire & Arran, offers significant growth possibilities for firms with relevant experience and capabilities to compete effectively in open procurement processes.

## Notice

This tender is for the management of investments held by NHS Ayrshire & Arran (Scottish Registered Charity: SC007448

### Lot Information

Lot 1

This tender is for the management of investments held by NHS Ayrshire & Arran Endowment Fund (Scottish Registered Charity SC007448).

Renewal: he contract will be for a period of three years with the option to extend up to 2 x 12 month periods.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/014440-2024 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 May 2024 |
| Submission deadline | 5 Mar 2024 |
| Future notice date | Not specified |
| Award date | 2 May 2024 |
| Contract period | Not specified |
| Recurrence | The recurrent procurement will be advertised in 2029. |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | £200,000 |
| Awards value | Not specified |
| Contracts value | £140,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS AYRSHIRE & ARRAN |
| Locality | AYR |
| Post town | Kilmarnock |
| Postcode | KA6 6AB |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM9 Southern Scotland |
| ITL 3 | TLM94 South Ayrshire |
| Local authority | South Ayrshire |
| Electoral ward | Maybole, North Carrick and Coylton |
| Westminster constituency | Ayr, Carrick and Cumnock |
| Delivery location | TLM93 North Ayrshire and East Ayrshire, TLM94 South Ayrshire |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | EVELYN PARTNERS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 6 May 2024 at 11:51 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/014440-2024
- 2 Feb 2024 at 11:30 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/003490-2024

## Notice URLs

- http://www.nhsaaa.net
- http://www.publiccontractsscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000756438
- https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00060

## 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-0436b2. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0436b2.json.