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Notice Details

Title: Investment Manager Services
Published by: Cardiff University
Publication Date: 31/07/2020
Deadline Date:
Deadline Time:
Notice Type: 03 Contract Award Notice - Successful Supplier(s)
Has Documents: No
Has ESPD: No
Abstract: The University wishes to appoint investment managers for the public equity and cash element of the University’s Bond Repayment Fund.
This investment manager tender is for the public equity and cash elements only; the University already has the private equity (known as tranche 1) in place.
CPV: 66100000, 66100000, 66120000.

Contract award notice

Results of the procurement procedure

Directive 2014/24/EU - Public Sector Directive

Directive 2014/24/EU

Section I: Contracting entity

I.1) Name and addresses

Cardiff University

Procurement Services, McKenzie House, 30-36 Newport Road

Cardiff

CF24 0DE

UK

Contact person: Ben McGirr

Telephone: +44 2920879648

E-mail: mcgirrb1@cardiff.ac.uk

NUTS: UKL

Internet address(es)

Main address: http://www.cardiff.ac.uk/business/why-work-with-us/for-suppliers

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0258

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Education

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Investment Manager Services

Reference number: CU.318.BM

II.1.2) Main CPV code

66100000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The University wishes to appoint investment managers for the public equity and cash element of the University’s Bond Repayment Fund.

This investment manager tender is for the public equity and cash elements only; the University already has the private equity (known as tranche 1) in place.

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 800 000.00 GBP

II.2) Description

II.2.2) Additional CPV code(s)

66100000

66120000

II.2.3) Place of performance

NUTS code:

UKL22

II.2.4) Description of the procurement

The University wishes to appoint investment managers for the public equity and cash element of the University’s Bond Repayment Fund.

This investment manager tender is for the public equity and cash elements only; the University already has the private equity (known as tranche 1) in place.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 80

Price / Weighting:  20

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Restricted procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2019/S 243-597805

Section V: Award of contract

Contract No: CU.318.BM

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

29/07/2020

V.2.2) Information about tenders

Number of tenders received: 4

Number of tenders received from SMEs: 0

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 4

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

BARCLAYS WEALTH AND INVESTMENT MANAGEMENT

Barclays Wealth and Investment, 2nd Floor Windsor Court 1-3 Windsor Road

Cardiff

CF103BX

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: 800 000.00 GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

(WA Ref:103188)

VI.4) Procedures for review

VI.4.1) Review body

High Court

Royal Courts of Justice the Strand

London

WC2A 2LL

UK

Telephone: +44 2079477501

Internet address(es)

URL: http://www.cardiff.ac.uk/business/why-work-with-us/for-suppliers

VI.5) Date of dispatch of this notice

29/07/2020


Information added to the notice since publication.

Additional information added to the notice since it's publication.
No further information has been uploaded.
Main Contact: mcgirrb1@cardiff.ac.uk
Admin Contact: N/a
Technical Contact: N/a
Other Contact: N/a

Commodity Categories

Commodity Categories
IDTitleParent Category
66100000Banking and investment servicesFinancial and insurance services
66120000Investment banking services and related servicesBanking and investment services

Delivery Locations

Delivery Locations
IDDescription
1022Cardiff and Vale of Glamorgan

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Document Family

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Publication Date: 17/12/2019
Deadline: 16/01/2020
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Authority name: Cardiff University
JUL340796: Investment Manager Services
Publication Date: 31/07/2020
Notice Type: 03 Contract Award Notice - Successful Supplier(s)
Authority name: Cardiff University

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