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Tenders

Charitable funds Investment advice

Open
Deadline
63 days left
June 08, 2026
Contract Details
Category
Open Procedure
Reference
029504-2026
Value
£120,000
Location
Berkshire, Buckinghamshire and Oxfordshire, United Kingdom
Published
March 29, 2026
CPV Code
Project Timeline

Tender Published

March 31, 2026

Contract Start Date

July 31, 2026

View Original
Budget
£120,000
Duration
48 months
Location
Berkshire, Buckinghamshire and Oxfordshire
Type
Open Procedure

Original Tender Description

The Royal Berkshire Charity maintains significance funds and is looking to invest these for the benefit of the charity. The charity is seeking a provider who will be able to provide advice on suitable investment opportunities for it's funds. Potential bidders will be required to have a proven track record of Charitable funds investment advice and a documented policy of ethical investments appropriate to the charitable and healthcare sectors. Bidders will be expected to be able demonstrate this as part of the selection process.

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Basic Requirements

  • Company registration in EU required
  • Proven track record in similar projects
  • Financial stability documentation

Documents

3 documents available with AI summaries

OCDS RecordDOC
029504-2026_ocds_record.json

No summary available for this document.

OCDS Release PackageDOC
029504-2026_ocds_release.json

No summary available for this document.

Official PDF VersionPDF
029504-2026_official.pdf

No summary available for this document.

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