Award

WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds) - AWARD

WALSALL HEALTHCARE NHS TRUST

This public procurement record has 1 release in its history.

Award

15 Feb 2018 at 22:21

Award Notice
Summary of the contracting process

The Walsall Healthcare NHS Trust is seeking to fulfil its contract for the provision of investment management services for its charitable funds, as outlined in the tender titled "WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds)". This contract falls under the services category, specifically classified under investment banking services (CPV 66120000). The procurement process has reached the Award stage, with the contract period starting from April 1, 2018, and concluding on March 31, 2021. The procurement method employed is an open procedure, and the contract award was published on February 15, 2018. The services will be delivered at the Walsall location (postal code WS2 9PS) within the West Midlands region of the United Kingdom.

This tender presents a significant opportunity for investment management firms, particularly those specialising in charitable funds and similar financial services, to collaborate with the NHS Trust. Businesses with a track record in managing investment portfolios and focussing on a balanced approach between capital growth and income generation would be well-positioned to compete. This contract not only allows businesses to contribute to the effective use of charitable funds but also enables them to establish long-term relationships with a reputable public sector organisation.

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Notice Information

Notice Title

WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds) - AWARD

Notice Description

Tender for Provision of Investment Management Services (Charitable Funds) The basis of the contract will include: . Investment management services for the Trust charitable funds . The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption . The maintenance and enhancment of the investment funds whilst they are invested . To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs. . To avoid investments which are unduly risky.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/374a9598-673d-4b93-b558-9cb5241cd271
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66100000 - Banking and investment services

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
15 Feb 20188 years ago
Submission Deadline
27 Aug 2015Expired
Future Notice Date
Not specified
Award Date
15 Feb 20188 years ago
Contract Period
31 Mar 2018 - 31 Mar 2021 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
WALSALL HEALTHCARE NHS TRUST
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
WALSALL
Postcode
WS2 9PS
Post Town
Walsall
Country
England
Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG3 West Midlands
Small Region (ITL 3)
TLG38 Walsall
Delivery Location
TLG West Midlands (England)
Local Authority
Walsall
Electoral Ward
Pleck
Westminster Constituency
Walsall and Bloxwich

Supplier Information

Number of Suppliers
1
Supplier Name

SCHRODER & CO LIMITED TRADING AS CAZENOVE CAPITAL MANAGEMENT

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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