East Suffolk and North Essex NHS FT · Contracts Finder

Closed

Tender: Management and Advisory Services for ESNEFT Charitable Funds Investment

Released about 2 months ago

Closed10 Oct 2026

Est. valueEstimate£20K to £470K

LocationUnited Kingdom

AgencyEast Suffolk and North Essex NHS FT

SourceContracts Finder

CategoryFinance & Insurance

Submissions closedClosed Sat, 10 Oct 2026

About

East Suffolk and North Essex NHS Foundation Trust (ESNEFT) is seeking a supplier to manage and provide investment advice for its Charitable Funds Investment under the Procurement Act 2023. Interested parties must confirm interest and complete a capability assessment, which will be reviewed to select suppliers to be invited to tender; the Trust aims to issue the Invitation to Tender in October 2026. The top four suppliers based on ITT evaluation will be invited to interview, provisionally scheduled for the afternoon of 16 November 2026. ESNEFT, the largest NHS organisation in its region formed on 1 July 2018, operates across locations including Colchester, Ipswich, Clacton, Halstead, Harwich, Felixstowe and Aldeburgh. The ESNEFT Charity holds designated service and appeal funds invested in ethical investment funds, property funds and a common deposit fund, and seeks external advisers because it does not have the required in‑house skills and has a duty to maximise donor value without exposure to undue risk.

Insight

This opportunity could suit investment management and advisory firms experienced with charitable or NHS funds and ethical investment mandates. Key considerations include passing the capability assessment to reach the ITT stage, readiness for interviews provisionally scheduled on 16 November 2026, and demonstrating the ability to maximise donor value while managing risk across ethical, property and deposit fund holdings.

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East Suffolk and North Essex NHS FT

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