Investment Advisory Services

Aberystwyth University
Wales
Open procedure
1 February 2023 to 1 February 2027

Advisory services for 159 endowment funds with a capital value of 40.4m, supporting scholarships, bursaries, student prizes, and staff research grants. New funds are created almost annually with specific conditions attached to their use.

Open the official notice

Awarded value: £400k; As published
Published: 21 October 2022
Awarded: 21 October 2022
Contract length: 48 months; Ends 1 February 2027

What the contract covers

Professional investment advisory service

Provision of professional investment advisory services to manage university endowment funds and assist the investments committee.

Assist the Investments Committee and staff in undertaking delegated duties under its Terms of Reference in relation to the University’s 159 Endowment Funds

Lot	Estimated value	SMEs
Lot 1	Not stated	Not stated
Lot 2	Not stated	Not stated

Terms and requirements

Contract type: Professional investment advisory service
Procedure: Open procedure
Initial term: 48 months
Contract dates: 1 February 2023 to 1 February 2027
Certifications asked for: None stated
Lots: 2
Suitable for SMEs: Not stated
Category: Services
CPV codes: 66100000, 66170000

Services in this contract

Investment consultancy and independent investment adviceMain service£200k typicalInvestment advisor to university Investments Committee for endowment funds

Lifecycle

Published
21 October 2022
Contract awarded
21 October 2022
Contract starts
1 February 2023
Contract ends
1 February 2027

The buyer

Aberystwyth University

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Contracts, 24 months: Locked
Recorded value: Locked
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Contact details

Email: Locked
Phone: Locked
Website: Locked
Address: Locked

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Cite this contract

Link: https://bidskim.com/tender/687638/investment-advisory-services
Buyer reference: JUL404645
Last checked: 5 November 2026

Aberystwyth University. Investment Advisory Services. Contract award, 21 October 2022. BidSkim, https://bidskim.com/tender/687638/investment-advisory-services (accessed 5 November 2026).