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
Documents
Unlock document linkTender 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.