What the buyer wrote
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 insightFurther details can be found in the invitation to tender documents.
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Awarded to
Details
- What the buyer calls it
- Investment Manager Services
- How they are buying
- Advertised, open to anyoneAny supplier could bid without being invited first.
- Type
- services
- Where
- in Yorkshire and The Humber
- Kind of work
- Accountancy, audit and financial advice
Who the buyer named
Rob Hunt was the named contact on this notice.