Portfolio management services: UK Tenders, Buyers & Competition
CPV 66140000·Services · class·in Financial and insurance services
Codes and neighbouring classes
The 8-digit CPV codes notices in this class actually use, and the other classes of the same division
66141000 Pension fund management services47 notices · 51%66140000 Portfolio management services46 notices · 50%- Insurance services 317 · 12m
- Financial consultancy, financial transaction processing and clearing-house services 189 · 12m
- Banking services 103 · 12m
- Pension services 56 · 12m
- Banking and investment services 43 · 12m
- Investment banking services and related services 42 · 12m
- Financial markets administration services 34 · 12m
- Brokerage and related securities and commodities services 21 · 12m
- Insurance and pension services 18 · 12m
- Treasury services 18 · 12m
- All of Financial and insurance services →
Open tenders in portfolio management services
1 live at the nightly build · soonest deadline first
| Notice | Authority | Deadline | Days left | Published value |
|---|---|---|---|---|
| ESNEFT 3197 Charitable Funds Investment | East Suffolk and North Essex NHS Foundation Trust | 10 Oct 2026 | 22d | £277,500 |
Who buys
All notices carrying this code · official UK_CA_TYPE where published (NHS bodies are central government authorities), else derived from the authority name
- Central government 27% (25 notices)
- Local authorities 22% (20 notices)
- Other public bodies 21% (19 notices)
- Education & universities 8% (7 notices)
- NHS & health 2% (2 notices)
- Not classified 20% (18 notices)
| Contracting authority | Type | Notices | Last 12 months | Open now |
|---|---|---|---|---|
| BANK OF ENGLAND | Central government | 3 | 2 | 0 |
| BORDER TO COAST PENSIONS PARTNERSHIP LIMITED | Other public bodies | 3 | 0 | 0 |
| Carmarthenshire County Council | Local authorities | 3 | 2 | 0 |
| NHS Business Services Authority | Central government | 3 | 2 | 0 |
| Scape Procure Scotland Ltd | not classified | 3 | 1 | 0 |
| Sellafield Limited | Other public bodies | 3 | 1 | 0 |
| British Business Bank | Central government | 2 | 2 | 0 |
| Cardiff and Vale University Health Board | Central government | 2 | 2 | 0 |
| Department for Transport | Central government | 2 | 2 | 0 |
| Liverpool University Hospitals NHS Foundation Trust | Central government | 2 | 0 | 0 |
68 distinct authorities in total · the ten most active shown.
Where the work is delivered
Delivery regions (ITL1) published on 53 of 92 notices · a notice covering several regions counts in each · competition columns: contracts awarded in the last 36 months, lots delivered in the region
| Region | Notices | Bids / lot | SME wins | Local wins |
|---|---|---|---|---|
| Wales (Cymru) | — | — | — | |
| East of England | — | — | — | |
| Scotland | — | — | — | |
| North West England | — | — | — | |
| East Midlands | — | — | — | |
| South East England | — | — | — | |
| North East England | — | — | — | |
| West Midlands | — | — | — | |
| South West England | — | — | — | |
| Greater London | — | — | — | |
| Yorkshire and the Humber | — | — | — | |
| Northern Ireland | — | — | — |
Local wins = the winner’s registered region is the delivery region. Dashes: fewer than ten observations.
How it is bought
Commercial tool, procedure route and threshold as published on the notice, not a legal-regime claim
- Contract 78% (72 notices)
- Framework 22% (20 notices)
- Open 52% (48 notices)
- Selective 26% (24 notices)
- Route not published 22% (20 notices)
- Above threshold 76% (16 notices)
- Below threshold 24% (5 notices)
Competition
Contracts published in the last 36 months (43) · bid counts per lot from award notices · values are net contract awards, framework and DPS ceilings excluded · SME and local status as declared
- 1 bid 6% (1)
- 2–3 35% (6)
- 4–6 41% (7)
- 7 or more 18% (3)
Who wins
Single-supplier active awards with a canonical supplier on notices carrying this code · 143 awards to 101 suppliers · the five most frequent winners hold 29% of contract awards in the last 36 months
Where to submit
E-sourcing portals named in the submission address · 32 of 92 notices name one · each portal page explains registration
Method
What the numbers on this page are and are not
Which notices count?
Every Find a Tender notice that carries a CPV code starting 6614. A notice with several codes counts in each sector it names. Earliest notice 2021; latest 15 Sept 2026.
Competition figures
From the 36-month lot-grain contest statistics: a lot counts where its own CPV codes (or, for single-class notices, the procedure’s) start 6614. Bids per lot come from the award notice’s bid statistics; “competed” means an open or selective route with no direct-award transparency notice; contract values are net, on single-supplier awards, with framework and DPS ceilings excluded. Frameworks and dynamic purchasing systems are reported separately because their “bids” are admissions to a panel.
Why no total value or month-by-month chart?
Sums of notice estimates repeat framework ceilings and mix net with gross. Monthly volumes per sector are not shown yet: the catalogue’s CPV coverage per notice changed in May 2026 (compiled records carry every lot’s codes), so a curve would show the catalogue, not the market.