CA18456 - ESNEFT 3197 Charitable Funds Investment
This tender closed on 10 October 2026.
- Buyer
- East Suffolk and North Essex NHS FT
- Value
- £277,500
- Closed
- 10 October 2026
- Where
- Ipswich, the East of England
- Type
- Open tender
In plain English
East Suffolk and North Essex NHS Foundation Trust is hiring an investment advisor to manage and provide advice on their charitable funds (money donated by the public for hospital services). The charity currently invests in ethical funds, property, and deposit accounts, and needs professional help to grow and protect this money responsibly.
What the buyer wants
• Submit an expression of interest and complete a capability assessment to prove you have the expertise to manage charitable investment funds • If selected after assessment, submit a full tender proposal (ITT) by October 2026 • Attend an interview in November 2026 if you're in the top four candidates
Requirements
What could rule a small business out: This contract is for specialist financial investment advice and management. You will almost certainly be disqualified unless you are a regulated financial services firm (FCA-authorised) with demonstrable experience in managing charitable or institutional investment portfolios.
Always check the tender documents.
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