Asset Investment Management Service
key details
| Status | complete |
|---|---|
| Category (CPV) | 66000000 +1 more |
| Region | Wales |
| Procedure | open |
| OCID | ocds-h6vhtk-02afec |
Awards (2)
This procurement was awarded to 1 suppliers. Values shown are per-award; the notice total is ·.
| Supplier | Value | Date | Status |
|---|---|---|---|
| Rathbone Investment Management | · | · | active |
| not named | · | · | unsuccessful |
description
Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities.
The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board’s investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents.
The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.
documents
- Asset Investment Management Service , awardNotice
Documents are linked, not mirrored. They are served by the publishing authority and may require registration.
notice history
2 notices published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 12 May 2021 | Contract award notice (F03) | Earlier regulations | 010363-2021 |
| 9 Jul 2024 | Contract award notice (F03) | Earlier regulations | 020867-2024 |
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source
Published on Find a Tender. Contact details for named individuals are not reproduced on this site.