Closed

Financial Advisor to Manage Investments for Court Deputy Clients

Descriptions

1.Introduction and contextGeneral Background & context:-The Court Deputy Service within Neath Port Talbot Council is a service of last resort, providing administrative support for persons lacking capacity to act for themselves, in respect of property ....see more

Timeline

Published Date :

5th Nov 2020 5 years ago

Deadline :

5th Nov 2021 4 years ago

Contract Start :

N/A

Contract End :

N/A

Tender Regions

Keywords

asset management

fund oversight

banking services

asset placement

wealth advisory

financial advice

capital markets

fund management

discretionary management

investment portfolio

portfolio funding

investment facilitation

fiscal consultancy

financial planning

investment consulting

financial brokerage

portfolio advisory

wealth management

advisory firm services

advisory services

investment planning

financial intermediation

budgeting consultancy

corporate finance advice

fund management advice

investment advisory

financial operations

finance strategy advice

investment optimization

fiscal risk analysis

financial governance support

market investment services

treasury management consulting

financial planning services

financial strategy consulting

financial management consultancy

financial asset allocation

client portfolio services

financial expert guidance

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Workflows

Status :

Closed

Procedure :

N/A

Suitable for SME :

N/A

Nationwide :

No

Assign to :

Tender Progress :

0%

Details

Notice Type :

Tender

Tender Identifier :

IT-378-246-T: 2024 - 001

Tenderbase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk