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NHS Ayrshire and Arran are seeking Tenders for the Appointment of an Investment Advisor to manage their Endowment Funds Investment Portfolio in line with the Trustees Investments Act. The fund has charitable status and is exempt from Income and Capital Gains Tax. To ensure that the portfolio performs to its maximum potential, the appointed Investment Consultant must be a member of the London Stock Exchange and be regulated by the Financial Services Authority.
| Supplier | Identifier | Award Value | Lots Won | Cross-References |
|---|---|---|---|---|
| EdenTree Investment Management | 02519319 | - | 1 lot Lot 1 | - |
This procurement was divided into 1 lots, each awarded separately. 12 bids were received in total.
| Lot | Value | Bids Received | Awarded To | Status |
|---|---|---|---|---|
| Lot 1 | £207,360 initial term | 12 | EdenTree Investment Management | complete |
Weightings from the notice.