Investment Manager Services
University of York
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Key details
Procurement
- 66120000 Investment banking services and related services
- 66140000 Portfolio management services
What happened
University of York awarded this contract to abrdn Capital Limited worth £206,966 on 14 Nov 2022. The contract runs until 30 Nov 2027.
Description
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 insight
Further details can be found in the invitation to tender documents.
Awarded supplier
Contact
Identifiers
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View all →External ID: cf-ocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab • Added 4 October 2026