Investment Manager Services - AWARD
Details
- Buyer
- University of York
- Supplier(s)
- abrdn Capital Limited
- Value
- £206,966
- Duration
- 5 years
- Topic
- Investment banking services and related services
- Published
- 30 May 2023
- Source
- uk:contracts_finder
Tender description
The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately £7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice - Portfolio management and reporting - Account management and market insight Further details can be found in the invitation to tender documents.
Timeline
- Completed: Award date14 November 2022
- Completed: Award published30 May 2023Current notice
- Next: Contract expiry date30 November 2027in 14 months
About the buyer
University of York is a public sector buyer in United Kingdom publishing tenders and awards on Stotles. Explore their procurement activity and find more opportunities like this one.
Relevant CPV codes
- 66120000 · Investment banking services and related services
- 66140000 · Portfolio management services
Decision makers
Connect with the people behind this procurement.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@university-of-york.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@university-of-york.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@university-of-york.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@university-of-york.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@university-of-york.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@university-of-york.gov |
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