--- title: "Investment Advisory Services" ocid: "ocds-kuma6s-123126" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-123126" markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-123126.md" json_url: "https://d3tenders.com/contract/ocds-kuma6s-123126.json" source: "Sell2Wales" current_stage: "Award" buyer: "ABERYSTWYTH UNIVERSITY" published: "2022-10-24" --- # Investment Advisory Services Buyer: ABERYSTWYTH UNIVERSITY Current stage: Award OCID: ocds-kuma6s-123126 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-kuma6s-123126) [Download OCDS JSON](https://d3tenders.com/contract/ocds-kuma6s-123126.json) ## Summary The Aberystwyth University has completed a procurement process for Investment Advisory Services via an open procedure. The University sought a professional Investment advisor to assist the Investments Committee and staff over a 48-month period. The tender involved a total contract value of £400,000 and was awarded to Quantum Advisory. The tender process was initiated on 24th October 2022, and the contract was signed on 21st October 2022 at Aberystwyth University's location in Aberystwyth, UK. This tender opportunity for Investment Advisory Services by Aberystwyth University presents a lucrative opportunity for businesses specializing in financial services and investment consultancy. Companies with expertise in providing investment advice and services to institutional clients, such as investment management firms, consultancy agencies, and financial advisory services, are well-suited to compete. Interested businesses should closely monitor future procurement stages at Aberystwyth University to explore potential growth opportunities and expand their client base. ## 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 | Sell2Wales | | Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=123126 | | Notice type | OJEU - F3 - Contract Award Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | Not specified | | Awardee scale | Large | | All stages | Tender, Award | ## Dates | Field | Value | | --- | --- | | Publication date | 24 Oct 2022 | | Submission deadline | 15 Aug 2022 | | Future notice date | Not specified | | Award date | 21 Oct 2022 | | 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 | £400,000 | ## Status | Field | Value | | --- | --- | | Tender status | Complete | | Lots status | Complete | | Awards status | Not specified | | Contracts status | Active | ## 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 | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | QUANTUM ADVISORY | ## 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 - 24 Oct 2022 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=123126 - 14 Jul 2022 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=123126 ## Documents - https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=JUL404645 Investment Advisory Services - 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. - https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=OCT415880 Investment Advisory Services - 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. ## Notice URLs - https://api.sell2wales.gov.wales/v1?lang=cy/Notice?id=ocds-kuma6s-123126 - https://etenderwales.bravosolution.co.uk/ - https://etenderwales.bravosolution.co.uk/web/login.shtml - https://www.aber.ac.uk/ - https://www.aber.ac.uk/en/ ## 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-kuma6s-123126. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-123126.json.