Investment Advisory Services

Complete

Value

£450,000

Classifications

  • Banking and investment services
  • Financial consultancy, financial transaction processing and clearing-house services

Tags

  • tender

Submission Deadline

3 years ago

Published

3 years ago

Description

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.

Similar Contracts

Open

Business Management Consultancy

Southern Water Services are seeking to establish a framework panel whom have the expertise to support the companies ambitions. SWS are seeking business management consultancy & related professional services expertise in, but not limited to: Regulatory Advice, Regulatory Economic Advisory and Modelling, Procurement and Commercial, General Tax, Financial Services, Strategy & Change All services provided under this framework agreement are to be structured in a manner that is outside the scope of IR35 legislation. The service providers remain responsible for compliance with all relevant tax and employment regulations SWS will retain the right to compete work outside the pool of pre-qualified service providers (via Procurement Act 2023 process or otherwise) in its discretion (e.g. where the pre-qualified service providers do not have specialist capability to deliver the consultancy services required by SWS or the price secured within the pool is not judged by SWS to be market competitive). Indicative lot values per annum : Lot 1a Regulatory Advice £1.4m Lot 1b Regulatory Economic Advisory and Modelling £1m Lot 2 Procurement & Commercial £3m Lot 3a General Tax £400k Lot 3b Financial Services £1m Lot 4 Strategy & Change £10m Whilst these values reflect the best estimate, Tenderers should be aware that we may see peaks in demand that are much higher than the indicated values per annum and there will be some years it’s much lower. These values may be subject to change due to potential future regulatory or policy changes

Katy Reed

Published 3 weeks ago

AI Bid Assistant

Our AI-powered tool to help you create winning bids is coming soon!

View Contract Source Save Contract

Organisation

[email protected]

+44 1970628716

+44 2079477501

Timeline complete