---
title: "Investment Management Solution & related professional services for the National Wealth Fund Limited"
ocid: "ocds-h6vhtk-05d370"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05d370"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05d370.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05d370.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "NATIONAL WEALTH FUND LIMITED"
published: "2026-01-27"
---

# Investment Management Solution & related professional services for the National Wealth Fund Limited

Buyer: NATIONAL WEALTH FUND LIMITED  
Current stage: Tender  
OCID: ocds-h6vhtk-05d370

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## Summary

The National Wealth Fund Limited, located in Leeds, is conducting a tender process for an "Investment Management Solution & related professional services" project designed to drive the UK's growth by creating a stable investment environment. This procurement, aligned with the UK Government's strategic priorities, is actively inviting tenders under an open method within the services industry, specifically targeted at IT and software development sectors. Key dates include the submission deadline of 13th February 2026 and the anticipated award by 1st August 2026. This multi-stage tender process will employ a competitive flexible procedure, requiring the engagement of business services capable of supporting a comprehensive investment management tool for their financial operations.

This tender presents various opportunities for IT consultancies, software developers, and professional service firms to engage with a high-value contract, valued at up to £18.6 million, and spanning a potential decade-long term. Companies experienced in financial risk management solutions and capable of integrating diverse financial products like loans, guarantees, and equities into an efficient investment management system will be well-suited to compete. The procurement process includes a preference for value-driven solutions, thus inviting small to medium enterprises (SMEs) to participate. Businesses that can offer innovative solutions to the operational lifecycle challenges detailed in the tender documents, ensuring compliance with International Financial Reporting Standards, stand to benefit substantially from this opportunity facilitated by the National Wealth Fund.

## Notice

The National Wealth Fund Limited ("NWF"), the successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of PS27.8 billion, with at least PS5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel. This aligns with the principle of achieving policy objectives via sound banking. Our private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least PS5 million. NWF have previously undertaken early market engagement for an Investment management solution and related services NWF now wish to undertake a tender for the appointment of a supplier to provide an investment management solution and related professional services. The investment management solution must include all of the below relating to the financial and operational lifecycle of a deal post go-live, namely:- * Investment set up (booking a deal) * Output for the purposes of accounting in-line with International Financial Reporting Standards (IFRS). * Investment management of a deal (calculation of cashflow) * Investment closure (ending a deal) * Risk management of a deal * Licences and implementation services related to the above * Integration support to NWF solutions * Migration of NWF deals/loanbook * Professional services related to the above NWF currently has a number of tools providing these services internally. The solution and services need to: * be able to facilitate all our product sets, including but not limited to:- Debt (bullet repayment loan, amortising loan, revolving credit facility, bridge finance, bonds and portfolio loans such as warehousing), Guarantee (financial guarantee, performance, inflation linked, credit enhancement & first loss) and Equity (ordinary shares, preference shares, fund investments, convertible loan notes, PIK shares). * be capable of supporting our users in daily workflows across our Financial Risk Management, Finance Operations, Financial Control, Portfolio Management and Treasury teams to enable NWF to manage and monitor its investment in an efficient and transparent manner. * be capable of meeting our requirements and offer value for money. NWF is seeking to appoint one contracting entity to provide the services under this competitive flexible procedure. Further detail is included in the procurement documents pack made available by NWF in respect of this tender notice.

### Lot Information

Lot 1

Options: Possible extension for further 5 years up to 13 August 2037. This provides up to 10 Years in total from the point the solution goes live.

Renewal: Contract award date is estimated and is subject to change through the procurement process. Contracting period will be for a period of up to 10 years from when the solution goes live. The initial contract term will be 5 years from the date the solution is live with extension options to be exercised by NWF for a further 5 years.

### Planning Information

1) NWF intends to conduct Early Market Engagement ("EME") with the market through this notice with a view to sharing information and seeking input from the market to inform and shape our procurement plans and approach in November 2025. 
2) NWF will provide Suppliers with an opportunity to feedback on a number of documents it intends to release as part of its tender and the proposed tender process and timelines.
3) These documents will be accessed via the live opportunities list on NWF's Atamis eSourcing Portal in accordance with the instructions below in step 6 and completed feedback must be submitted via the eSourcing Portal (Atamis). We expect the documentation to be available from the week commencing the 10th November 2025.
4) Respondents can indicate whether they are open to a follow up meeting (s) to discuss any of the feedback they provide. Please note that due to time and resource constraints, it may not be possible for NWF to meet with all interested suppliers. In the event that the level of supplier interest in our market engagement activities exceeds our capacity to accommodate individual meetings, we reserve the right to schedule meetings on a first come, first served basis or with a representative sample of those who have submitted requests. NWF takes the view that this will constitute a fair mechanism to ensure that a range of suppliers within the market are represented (e.g., by similar solutions or responses). To ensure transparency and equal treatment, all relevant information shared by NWF with suppliers during these meetings will also be made available to the wider market at a later date.
Please note that participation in this engagement will not confer any advantage or preference in relation to any future procurement process
Further information will be able to be found in the documents in Atamis.
Please be advised that the estimated value of this requirement or timelines cannot be derived until the completion of the Early Market Engagement activities.
5) Interested organisations should note that the procurement strategy and timetable have not been finalised at this stage. NWF will collate and analyse the responses received to decide on its final requirements and tender documents. Responses may be used to develop and scope the procurement strategy and process. NWF will make a final decision on the procurement strategy, timetable, and content of the procurement documentation, having considered feedback, although NWF it not obliged to incorporate any of the feedback received into the ultimate process/documentation. This market engagement exercise does not constitute a commitment to undertake any procurement activity. NWF expects to award one contract for the services but reserves the right to divide the scope into lots / service areas for bidding purposes and/or carve out some elements of the service scope and procure these separately or to pursue in-house solutions. 
6) To access, please register on Atamis, available on the following link: https://atamis-3929.my.site.com/s/Welcome and send an email to Procurement@nationalwealthfund.org.uk to be included and once the early market engagement activity begins, we will add you to the event to view the documentation. This will then be visible on the 'View our Live Opportunities' from the home page on Atamis, 
If you are not already registered on the system, you will need to do so before gaining full access to the documentation and being able to submit your response.
We expect the documentation to be available from the week commencing the 10th November 2025.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/007211-2026 |
| Notice type | UK4 - Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Competitive flexible procedure |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Planning, Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 27 Jan 2026 |
| Submission deadline | 13 Feb 2026 |
| Future notice date | 6 Jan 2026 |
| Award date | Not specified |
| Contract period | 12 Aug 2026 - 13 Aug 2032 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £15,500,000 |
| Lots value | £15,500,000 |
| 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 | NATIONAL WEALTH FUND LIMITED |
| Locality | LEEDS |
| Post town | Leeds |
| Postcode | LS1 4HR |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE4 West Yorkshire |
| ITL 3 | TLE42 Leeds |
| Local authority | Leeds |
| Electoral ward | Hunslet & Riverside |
| Westminster constituency | Leeds South |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 72 - IT services: consulting, software development, Internet and support
- 98 - Other community, social and personal services

### Codes

- 48517000 - IT software package
- 72000000 - IT services: consulting, software development, Internet and support
- 72212517 - IT software development services
- 72260000 - Software-related services
- 72263000 - Software implementation services
- 72312000 - Data entry services
- 98110000 - Services furnished by business, professional and specialist organisations

## Release History

- 27 Jan 2026 at 15:33 - TenderUpdate - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/007211-2026
- 14 Jan 2026 at 17:18 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/003266-2026
- 23 Dec 2025 at 08:29 - PlanningUpdate - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/085624-2025
- 24 Oct 2025 at 12:43 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/068219-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/007211-2026
  27th January 2026 - Tender notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/003266-2026
  14th January 2026 - Tender notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/085624-2025
  23rd December 2025 - Preliminary market engagement notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/068219-2025
  24th October 2025 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- https://atamis-3929.my.site.com/s/Welcome
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## 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-05d370. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05d370.json.