Stale Pre-tender

PROVISION OF AN INVESTMENT MANAGEMENT COMPANY FOR CHILDREN (SCOTLAND) ACT 1995 – INVESTMENTS

Details

Value
GBP 250,000
Topic
Financial and insurance services
Published
3 August 2023

Tender description

We require the services of an Investment Management Company located in or able to operate in Scotland. The primary responsibility of the selected company will be the management and oversight of funds belonging to minors (children) under the age of 16. The funds generally originate from various sources, including inheritances, damages, or insurance policies related to children. The Investment Management Company will be expected to demonstrate expertise in effectively handling and growing these funds while adhering to legal and regulatory frameworks. They should possess a strong understanding of financial management principles and ideally have experience in handling portfolios on behalf of minors. Lot 1: We require the services of an Investment Management Company located in or able to operate in Scotland. The primary responsibility of the selected company will be the management and oversight of funds belonging to minors (children) under the age of 16. The funds generally originate from various sources, including inheritances, damages, or insurance policies related to children. The Investment Management Company will be expected to demonstrate expertise in effectively handling and growing these funds while adhering to legal and regulatory frameworks. They should possess a strong understanding of financial management principles and ideally have experience in handling portfolios on behalf of minors.

Timeline

  1. Completed: Pre-tender published3 August 2023
    Current notice

About the buyer

Scottish Courts and Tribunals Service is a public sector buyer in United Kingdom publishing tenders and awards on Stotles. Explore their procurement activity and find more opportunities like this one.

Relevant CPV codes

  • 66000000 · Financial and insurance services
  • 66100000 · Banking and investment services
  • 66140000 · Portfolio management services

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Decision makers

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