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BidSonar is an independent index of public-sector opportunities. We aggregate data from official sources and are not affiliated with any procurement body. Data is licensed under the Open Government Licence v3.0 and the EU TED reuse notice.

    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· 1 months agoviaFind a Tender
    Awarded
    £13m
    Published 7 Aug 2026

    Decision brief

    4 fields
    • Contract value
      £13,000,000
      Pounds sterling
    • Closing date
      Rolling
      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 1 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

    6 awards · 4 winners
    Open field

    No single supplier dominates the field.

    In it software, NATIONAL WEALTH FUND LIMITED has awarded 6 contracts to 4 suppliers.

    Who wins here
    1. BOXXE LIMITED2× · 33%
    2. ATech Support Ltd2× · 33%
    3. BLOOMBERG LLP1× · 17%
    4. PORTF.IO LIMITED1× · 17%

    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
    NW
    Buyer
    NATIONAL WEALTH FUND LIMITED
    Sector
    IT & Software