Asset Investment Management Service

A Contract Award Notice
by NHS WALES SHARED SERVICES PARTNERSHIP

Source
Find a Tender
Type
Contract (Services)
Duration
3 year (est.)
Value
£300K
Sector
BUSINESS
Published
12 May 2021
Delivery
01 Nov 2020 to 01 Nov 2023 (est.)
Deadline
n/a

Concepts

Location

Cardiff and Vale of Glamorgan:

Geochart for 1 buyers and 1 suppliers

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.

Total Quantity or Scope

The Charity was seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities.

Award Detail

1 Rathbone Investment Management (Liverpool)
  • Reference: 010363-2021-cav-ojeu-project45052-1
  • Value: £300,000

Award Criteria

Qualitative 70
Financial 30

CPV Codes

  • 66000000 - Financial and insurance services
  • 66120000 - Investment banking services and related services

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** (WA Ref:110533)

Reference

Domains