# Portfolio management services (CPV 66140000) · UK Public Procurement Sector Dossier

Source: [Tenderline](https://tenderline.uk/sectors/portfolio-management-services-66140000). UK public procurement sector intelligence compiled from official UK procurement notices.

> **Tenderline Sector Summary:** Portfolio management services (CPV 66140000) covers UK public procurement for Portfolio management services. Tracked across 43 published procedures (17 in the last 12 months) across 36 contracting authorities, with 1 live opportunities open for bidding right now.

## Key Sector Information

- **Sector:** Portfolio management services

- **CPV Code:** `66140000`

- **Classification Level:** CPV Class (4-digit sub-sector)

- **Parent Division:** [Financial and insurance services (CPV 66000000)](https://tenderline.uk/sectors/financial-and-insurance-services-66000000)

- **Live Open Tenders:** 1

- **Notices in Last 12 Months:** 17

- **Total Catalogue Procedures:** 43

- **Active Contracting Authorities (12m):** 13 (36 lifetime)

- **Typical Tender Window:** 30 days (median, notice publication to submission deadline)

- **Tenderline Sector Dossier:** https://tenderline.uk/sectors/portfolio-management-services-66140000

- **Sector RSS Feed:** https://tenderline.uk/sectors/portfolio-management-services-66140000/feed.xml

## Market Competition & Pricing Benchmarks

- **Typical Bids per Lot:** 5 bids (middle half 4–6) (median of 6 procedures, 36 months, contracts)

- **Typical Contract Value (Net):** £300k (median net contract award; interquartile range £153k–£3.9m)

- **Deadline to Award Decision:** 48 days (median)

- **SME Win Rate:** 29% of declared awards won by small & medium enterprises

- **Local Win Rate:** 42% of awards won by suppliers registered in the delivery region

## Other Classes in Financial and insurance services

1. [Insurance services (CPV 66510000)](https://tenderline.uk/sectors/insurance-services-66510000): 403 notices/12m

2. [Financial consultancy, financial transaction processing and clearing-house services (CPV 66170000)](https://tenderline.uk/sectors/financial-consultancy-financial-transaction-processing-and-c-66170000): 256 notices/12m

3. [Banking services (CPV 66110000)](https://tenderline.uk/sectors/banking-services-66110000): 78 notices/12m

4. [Pension services (CPV 66520000)](https://tenderline.uk/sectors/pension-services-66520000): 51 notices/12m

5. [Treasury services (CPV 66600000)](https://tenderline.uk/sectors/treasury-services-66600000): 22 notices/12m

6. [Banking and investment services (CPV 66100000)](https://tenderline.uk/sectors/banking-and-investment-services-66100000): 21 notices/12m

## Leading Contracting Authorities in this Sector

Top public sector buyers procuring Portfolio management services work:

1. [NHS Business Services Authority](https://tenderline.uk/buyers/nhs-business-services-authority-gov-ot529): 5 notices (3 in last 12m)

2. [Carmarthenshire County Council](https://tenderline.uk/buyers/carmarthenshire-county-council-ons-w06000010): 2 notices (2 in last 12m)

3. [Orkney Islands Council](https://tenderline.uk/buyers/orkney-islands-council-ons-s12000023): 2 notices (0 in last 12m)

4. [UK Research and Innovation](https://tenderline.uk/buyers/uk-research-and-innovation-gov-pb1221): 2 notices (2 in last 12m)

5. [ASTON UNIVERSITY](https://tenderline.uk/buyers/aston-university-urn-133787): 1 notices (0 in last 12m)

6. [BORDER TO COAST PENSIONS PARTNERSHIP LIMITED](https://tenderline.uk/buyers/border-to-coast-pensions-partnership-limited-coh-10795539): 1 notices (0 in last 12m)

7. [Bedfordshire Pension Fund](https://tenderline.uk/buyers/bedfordshire-pension-fund-GB-FTS-127939): 1 notices (0 in last 12m)

8. [British Business Bank](https://tenderline.uk/buyers/british-business-bank-gov-ot1148): 1 notices (1 in last 12m)

## Delivery Geography (ITL-1 Regions)

Distribution of published procurement notices by UK delivery region:

1. [North East England](https://tenderline.uk/regions/north-east): 8 notices (28%)

2. [Scotland](https://tenderline.uk/regions/scotland): 8 notices (28%)

3. [East of England](https://tenderline.uk/regions/east-of-england): 7 notices (24%)

4. [Greater London](https://tenderline.uk/regions/london): 5 notices (17%)

5. [South East England](https://tenderline.uk/regions/south-east): 5 notices (17%)

6. [East Midlands](https://tenderline.uk/regions/east-midlands): 4 notices (14%)

## Leading Awarded Suppliers in this Sector

Top suppliers by distinct contract procedures won in Portfolio management services:

1. [Hymans Robertson](https://tenderline.uk/suppliers/hymans-robertson-coh-oc310282): 3 procedures across 3 contracting authorities

2. [Start Point Media](https://tenderline.uk/suppliers/start-point-media-GB-FTS-38236): 1 procedures (2 awards) across 1 contracting authorities

3. [ARCADIS CONSULTING (UK) LIMITED](https://tenderline.uk/suppliers/arcadis-consulting-uk-limited-coh-02212959): 1 procedures across 1 contracting authorities

4. [Amundi Investment Solutions](https://tenderline.uk/suppliers/amundi-investment-solutions-GB-FTS-187821): 1 procedures across 1 contracting authorities

5. [Aon Solutions UK Limited](https://tenderline.uk/suppliers/aon-solutions-uk-limited-coh-04396810): 1 procedures across 1 contracting authorities

6. [Azets Holdings Limited](https://tenderline.uk/suppliers/azets-holdings-limited-coh-06365189): 1 procedures across 1 contracting authorities

7. [Bond Demolition Ltd](https://tenderline.uk/suppliers/bond-demolition-ltd-coh-03810886): 1 procedures across 1 contracting authorities

8. [Capita Business Services Ltd](https://tenderline.uk/suppliers/capita-business-services-ltd-coh-02299747): 1 procedures across 1 contracting authorities

## Interactive Intelligence & Provenance

> **Complete Sector Analytics:** In-depth competition distributions, tender value histograms, procurement routes, and historical tender registers are available on Tenderline:

> [Explore interactive Portfolio management services intelligence on Tenderline](https://tenderline.uk/sectors/portfolio-management-services-66140000)

## Provenance and Open Data

- **Data Source:** Compiled from official UK public notices published under the Open Government Licence v3.0.

- **Canonical Sector URL:** https://tenderline.uk/sectors/portfolio-management-services-66140000

- **Full Catalogue Machine Access:** https://tenderline.uk/llms.txt
