Notice Information
Notice Title
BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds
Notice 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 in human rights and child exploitation or which derive their profits from countries with poor human rights records
Lot Information
Lot 1
Renewal: option to extend for a further two 12-month periods subject to supplier performance and internal Health Board approval.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-054e9d
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/056364-2025
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- UK6 - Contract Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- SME, VCSE
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66000000 - Financial and insurance services
Notice Value(s)
- Tender Value
- £250,000 £100K-£500K
- Lots Value
- £250,000 £100K-£500K
- Awards Value
- £199,499 £100K-£500K
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 12 Sep 20255 months ago
- Submission Deadline
- 14 Jul 2025Expired
- Future Notice Date
- Not specified
- Award Date
- 11 Sep 20255 months ago
- Contract Period
- 30 Sep 2025 - 30 Sep 2029 4-5 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Complete
- Awards Status
- Pending
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- BETSI CADWALADR UNIVERSITY HEALTH BOARD
- Additional Buyers
NHS WALES SHARED SERVICES PARTNERSHIP (HOSTED BY VELINDRE UNIVERSITY NHS TRUST)
- Contact Name
- Gregg Roberts
- Contact Email
- gregg.roberts@wales.nhs.uk
- Contact Phone
- Not specified
Buyer Location
- Locality
- BANGOR
- Postcode
- LL57 2PW
- Post Town
- Llandudno
- Country
- Wales
-
- Major Region (ITL 1)
- TLL Wales
- Basic Region (ITL 2)
- TLL5 South East Wales
- Small Region (ITL 3)
- TLL51 Central Valleys and Bridgend
- Delivery Location
- TLL11 Isle of Anglesey, TLL12 Gwynedd, TLL13 Conwy and Denbighshire, TLL23 Flintshire and Wrexham
-
- Local Authority
- Rhondda Cynon Taf
- Electoral Ward
- Taff's Well
- Westminster Constituency
- Cardiff North
Further Information
Notice Documents
-
https://www.find-tender.service.gov.uk/Notice/056364-2025
12th September 2025 - Contract award notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/033092-2025
17th June 2025 - Tender notice on Find a Tender
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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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