NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust) · Find a Tender

Closed

Tender: Investment Management Services for Cardiff & Vale University Health Board Charity (£5.452m portfolio)

Released 12 months ago

Closed12 Dec 2025

Est. valueEstimate£20K to £120K

LocationUnited Kingdom

AgencyNHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)

SourceFind a Tender

CategoryFinance & Insurance

Submissions closedClosed Fri, 12 Dec 2025

About

Cardiff & Vale University Health Board Charity is seeking a contractor to provide professional investment management services to implement its Investment Policy Statement and manage its financial investments (shares, equity instruments and cash) in line with the Charity's ethical restrictions and medium risk tolerance. The Charity seeks a balanced approach to generate both capital growth and income, maintaining holdings consistent with a 45–65% equity allocation. The appointed manager must ensure the portfolio, valued at £5.452 million as of 30 September 2025, is managed in full compliance with the Charity Commission guidance and legal obligations applicable to NHS charities and with the current ethical and sector-based exclusions set out in the approved Investment Strategy.

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NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)

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