Investment Advisory Services

Concepts

• banking and investment
• investments committee
• aberystwyth
• finance services
• investment advisory services
• professional investment advisor
• advisory services
• investment
• endowment funds
• aberystwyth university

Location

West Wales and the Valleys: Aberystwyth University

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.

Total Quantity or Scope

Aberystwyth University is seek to appoint investment advisory services for a period of 48 months.

Award Criteria

CPV Codes

• 66100000 - Banking and investment services
• 66170000 - Financial consultancy, financial transaction processing and clearing-house services

Indicators

• This is a one-off contract (no recurrence)
• Renewals are not available.
• Professional qualifications are sought.
• Staff qualifications are relevant.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=123126 (WA Ref:123126) The buyer considers that this contract is suitable for consortia.