WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds) - AWARD
key details
| Status | complete |
|---|---|
| Category (CPV) | 66120000 +1 more |
| Region | West Midlands |
| Deadline | 27 Aug 2015 |
| Contract start | 1 Apr 2018 |
| Contract end | 31 Mar 2021 |
| Procedure | open |
| SME suitable | Yes |
| OCID | ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6 |
Award
| Supplier | Value | Date | Status |
|---|---|---|---|
| Schroder & Co Limited trading as Cazenove Capital Management | £0 | 15 Feb 2018 | active |
description
Tender for Provision of Investment Management Services (Charitable Funds)
The basis of the contract will include:
. Investment management services for the Trust charitable funds
. The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption . The maintenance and enhancment of the investment funds whilst they are invested
. To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs. . To avoid investments which are unduly risky.
notice history
1 notice published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 15 Feb 2018 | Award (award) | · | 374a9598-673d-4b93-b558-9cb5241cd271-199062 |
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source
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