Tender for Charitable Fund Invesment Management Service
Details
- Topic
- Financial and insurance services
- Published
- 6 August 2021
- Submission
- 13 September 2021
- Source
- uk:sell2wales
Tender description
Swansea Bay University Health Board Charity currently has an investment portfolio of £5.4m, the portfolio being invested in accordance with the Charity’s Investment policy. The policy aim is to ensure the creation of sufficient income and capital growth to enable the charity to carry out its purposes consistently year by year together with the maintenance of and if possible, enhancement of the value of the invested funds while they are retained. Submissions are invited from suitably qualified and experienced investment managers to manage the Charity’s investment portfolio in line with this investment policy for a period of 3 years, with an option to extend for a further 1 year.
Timeline
- Completed: Tender published6 August 2021Current notice
- Completed: Submission date13 September 2021
About the buyer
NHS Wales - Shared Services Partnership is a public sector buyer in United Kingdom publishing tenders and awards on Stotles. Explore their procurement activity and find more opportunities like this one.
Relevant CPV codes
- 66000000 · Financial and insurance services
Decision makers
Connect with the people behind this procurement.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@nhs-wales-shared-services-partnership.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@nhs-wales-shared-services-partnership.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@nhs-wales-shared-services-partnership.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@nhs-wales-shared-services-partnership.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@nhs-wales-shared-services-partnership.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@nhs-wales-shared-services-partnership.gov |
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