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    ContractsInvestment Management System and Services for National Wealth Fund Limited
    Awarded contract

    Investment Management System and Services for National Wealth Fund Limited

    Awarded
    £13m
    Published 7 Aug 2026

    National Wealth Fund requires an investment management solution and professional services to manage its complete investment portfolio lifecycle across multiple product types over a 10-year period (£15.6m total value).

    🇬🇧United Kingdom· Yorkshire and the HumberPublished 7 Aug 2026· 2 months agoviaFind a Tender
    Awarded
    £13m
    Published 7 Aug 2026

    Decision brief

    4 fields
    • Contract value
      £13,000,000
      Pounds sterling
    • Closing date
      Not published
      No closing date published
    • Sector
      IT & Software
      Browse related listings
    • Location
      🇬🇧United Kingdom
      Yorkshire and the Humber

    Suppliers

    1 supplier
    • PI
      PORTF.IO LIMITED
    Lead contractor

    Lifecycle

    Awarded

    Contract awarded. Originally published 2 months ago.

    7 August 2026
    Awarded — no open tender advertised

    Brief

    The National Wealth Fund is seeking a single supplier to provide an investment management solution and comprehensive professional services for managing the financial and operational lifecycle of investments. Key Solution Capabilities: The system must handle complete investment workflows including: deal setup and booking, IFRS-compliant accounting outputs, cashflow calculations, investment closure, risk management, and integration with existing NWF systems. The solution requires data migration support for existing deals and loan portfolios. Product Coverage: The solution must support multiple investment product types across three categories: Debt products (loans, credit facilities, bridge finance, bonds, portfolio loans); Guarantee products (financial guarantees, performance guarantees, credit enhancements); and Equity products (shares, fund investments, convertible instruments). Operational Support: The system must enable daily workflows across Financial Risk Management, Finance Operations, Financial Control, Portfolio Management, and Treasury teams, providing efficient investment monitoring and management capabilities. Contractual Terms: Initial 5-year contract from go-live date with optional extensions of 2+2+1 years (maximum 10-year total term). Total contract value: £15,600,000 (including VAT) across the full 10-year period with extensions.

    Track record

    8 awards · 6 winners
    Open field

    No single supplier dominates the field.

    In it software, NATIONAL WEALTH FUND LIMITED has awarded 8 contracts to 6 suppliers.

    Who wins here
    1. BOXXE LIMITED2× · 25%
    2. ATech Support Ltd2× · 25%
    3. BLOOMBERG LLP1× · 13%
    4. ATAMIS LTD1× · 13%
    5. Workday Limited1× · 13%
    6. PORTF.IO LIMITED1× · 13%

    Across it software, the most active winners are SOFTCAT PLC, PHOENIX SOFTWARE LTD, INSIGHT DIRECT UK LIMITED — the field to beat, or your route in as a partner.

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    Take action
    View on sourceFind a Tender

    Award notice and full record on the publisher's site

    Publisher
    UK Cabinet Office
    Licence
    OGL v3.0
    Source
    find-tender.service.gov.uk
    Record ID
    ocds-h6vhtk-05d370

    Your fit

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    This went to PORTF.IO LIMITED. Sonar reads NATIONAL WEALTH FUND LIMITED's work like this against your business — who holds it, and whether you could compete or partner next time.

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    NW
    Buyer
    NATIONAL WEALTH FUND LIMITED
    Sector
    IT & Software