Charitable funds Investment advice
Estimated value
£100k
Awarded value
—
Suppliers
0
Lots
1
Published
31 Mar 2026
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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.
Scope
- Reference
- C433739
- Total value
- £100,000 excluding VAT£120,000 including VATAbove the relevant threshold
- Commercial tool
- Standalone contract
- Contract dates
- 31 Jul 2026 to 31 Jul 2030
- Main category
- services
- CPV classifications
- 66100000
Submission & procedure
- Submission deadline
- 08 Jun 2026, 11:00 am
- Submission address
- Via the Atamis Portal only https://atamis-1928.lightning.force.com/
- Electronic submission
- Yes
- Procedure
- Open procedure