Awarded Contractocds-h6vhtk-054e9d

BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds

Many of the donations and legacies received by the Charity cannot be spent right away as they need to be accumulated in order to fund the most pressing and relevant items to improve patient care. As a result, the charity invests these contributions in order to earn income and protect their 'real-worth'. An investment manager is required to manage these investments, in order to maximise the return to the Charity, whilst minimising the risk. The Charity has adopted an ethical framework for investments with underlying...

Buyer

Betsi Cadwaladr University Health Board

Value

£199,499

Published

12 Sept 2025

Closes

14 Jul 2025

Procurement details

Source

Find a Tender

Region

Gwynedd

Procurement method

Open

Category

Services

Contract starts

30 Sept 2025

Contract ends

30 Sept 2029

CPV classifications

66000000

Financial and insurance services

Lots

Lot 1 BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds

£250,000

Delivery: UKL23 · United Kingdom, UKL13 · United Kingdom, UKL12 · United Kingdom, UKL11 · United Kingdom

Tender notice on Find a Tender

17 Jun 2025

Tender notice on Find a Tender

Tender notice · UK4 · Web page

Contract award notice on Find a Tender

12 Sept 2025

Contract award notice on Find a Tender

Award notice · UK6 · Web page

Contains public sector information licensed under the Open Government Licence v3.0.