BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds
- Published
- 12 September 2025
- Estimated value
- £199,499
- Place of performance
- UKL23
- Procedure
- Open procedure
- Lots
- 1
- Notice number
- 056364-2025
- Reference
- ocds-h6vhtk-054e9d
- Official source
- Official source
CPV codes
- 66000000Financial and insurance services
Description
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 principles supporting an ethical component of the overall investment strategy. This gives direction to the investment manager to develop a suitable investment strategy which is consistent with these ethical principles whilst affording sufficient flexibility to provide the best balance of risk and reward for the Charity. The current Ethical Investments Policy states: It is recommended that there is negative exclusion of investment in companies manufacturing and distributing: - Alcoholic products; - Tobacco products; and - Any products which may be considered in conflict with the Health Board's activities. Investment is not permitted in companies which have a poor record i…
Awards
| Awarded to | Amount | Date |
|---|---|---|
| Brewin Dolphin Limited | £199,499 | 12 September 2025 |
Official publications
- FTS · 056364-2025 · 12 September 2025
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Frequently asked questions
- What is the estimated value of this tender?
- The estimated value published by the buyer is £199,499.
- Who is the buyer of this tender?
- The contracting authority is Betsi Cadwaladr University Health Board (United Kingdom).
- How can I bid for public tenders in the United Kingdom?
- Bids are submitted through the official public procurement portal in the United Kingdom. El Vínculo helps you find tenders and analyse their documents; submission always happens at the official source.
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