Cardiff and Vale University Health Board
Asset investment management service
Cardiff and Vale University Health Board is one of the largest and most complex healthcare organisations in Wales, serving a population of approximately 500,000 people living in Cardiff and the Vale of Glamorgan.
As part of NHS Wales, the Health Board provides a full range of local and specialist health services, including primary care, community services, hospital-based acute care, and highly specialised tertiary services.
The Charity exists to enhance the experience and well-being of patients, staff, and visitors by funding projects and initiatives that go beyond the scope of NHS funding.
The Health Charity manages over 300 individual funds supporting equipment, research, treatment, and patient care, enabling donations to be directed to specific areas and projects that reflect donors' wishes.
This structure ensures that charitable contributions are used effectively to support work and…
What the supplier must deliver
This structure ensures that charitable contributions are
This structure ensures that charitable contributions are used effectively to support work and services that are over and above what core NHS funding provides.
Cardiff & Vale University Health Board Charity
Cardiff & Vale University Health Board Charity is seeking to partner with a contractor to provide Investment Management Services.
The charity will utilise professional investment managers
The charity will utilise professional investment managers to support the active implementation of its investment policy.
It is the responsibility of the appointed
It is the responsibility of the appointed investment manager to ensure that the portfolio is invested and maintained in accordance with the requirements set out in the Charity's Investment Policy Statement.
The Charity's financial assets should be managed
The Charity's financial assets should be managed to yield the strongest possible financial return within the level of risk considered to be acceptable.
Derived from the notice text — always confirm against the original documents.
- OCID
- ocds-h6vhtk-05d836
- Stage
- award · Awarded
- Source
- Find a Tender
- Buyer ref
- 057259-2026
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