---
title: "AA-357-23 Investment Advisor for Endowment Fund"
ocid: "ocds-r6ebe6-0000756438"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000756438"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000756438.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000756438.json"
source: "Public Contracts Scotland"
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-r6ebe6-0000756438

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000756438.json)

## Summary

The NHS Ayrshire & Arran has completed the procurement process for the tender titled "AA-357-23 Investment Advisor for Endowment Fund" in the Health industry category. The tender involved the management of investments and was awarded to Evelyn Partners. The procurement method used was an open procedure. The contract was signed on May 3, 2024, with a value of £140,000. The tender was carried out by NHS Ayrshire & Arran based in Ayr, UK.

This procurement opportunity for investment advisory services with NHS Ayrshire & Arran can benefit businesses specializing in financial and consultancy services. Companies experienced in managing investments for healthcare organisations would be well-suited to compete. The stage of the tender process has been completed, offering insights into the types of contracts that businesses can secure within the health sector. Key dates included the contract signing on May 3, 2024, indicating recent business opportunities in the region.

## 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 | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY504587 |
| 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 | 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 | 3 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 | Complete |
| Awards status | Not specified |
| 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 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY504587
- 2 Feb 2024 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB497783

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB497783&idx=1
  2nd February 2024 - AA-357-23 Invitation To Tender
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB497783&idx=2
  2nd February 2024 - NHS Ayrshire & Arran Endowment Charter
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB497783
  AA-357-23 Investment Advisor for Endowment Fund - This tender is for the management of investments held by NHS Ayrshire & Arran (Scottish Registered Charity: SC007448
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY504587
  AA-357-23 Investment Advisor for Endowment Fund - This tender is for the management of investments held by NHS Ayrshire & Arran (Scottish Registered Charity: SC007448

## Notice URLs

- http://
- http://www.nhsaaa.net
- http://www.publiccontractsscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000756438
- https://www.scotcourts.gov.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-r6ebe6-0000756438. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000756438.json.