---
title: "Provision of Investment Management Services ( Charitable Funds)"
ocid: "ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "WALSALL HEALTHCARE NHS TRUST"
published: "2020-10-15"
---

# Provision of Investment Management Services ( Charitable Funds)

Buyer: WALSALL HEALTHCARE NHS TRUST  
Current stage: Tender  
OCID: ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890

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## Summary

The procurement process pertains to the Walsall Healthcare NHS Trust, which is seeking to engage an external provider for the "Provision of Investment Management Services (Charitable Funds)." This tender falls under the "Investment banking services and related services" category and is situated in Walsall, West Midlands, United Kingdom. The procurement is currently in the Tender stage, with a submission deadline of 30th October 2020. The contract is scheduled to commence on 1st December 2020 and will extend until 30th November 2023. The procurement method employed is an open procedure, specifically below threshold.

This tender presents a lucrative opportunity for investment management firms, particularly those that specialise in managing charitable funds or similar financial services. Businesses that possess a strong track record in generating financial returns while mitigating risks would be particularly well-suited to bid for this contract. The Walsall Healthcare NHS Trust aims to ensure financial sustainability for its charitable activities, which may lead to ongoing partnership opportunities for successful bidders.

## Notice

The basis of the contract will include: o Investment management services for the Trust's charitable funds o The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption. o The maintenance and enhancement of the investment funds whilst they are invested. o To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs. o To avoid investments with undue risk. The Trust intends to award to a single provider but reserves the right to award to more than one provider if appropriate. Additional information: Is a Recurrent Procurement Type? : No

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/9186380b-ef61-4a08-a050-67e6ee33ea4b |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Oct 2020 |
| Submission deadline | 30 Oct 2020 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Dec 2020 - 30 Nov 2023 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WALSALL HEALTHCARE NHS TRUST |
| Locality | WALSALL |
| Post town | Walsall |
| Postcode | WS2 9PS |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG3 West Midlands |
| ITL 3 | TLG38 Walsall |
| Local authority | Walsall |
| Electoral ward | Pleck |
| Westminster constituency | Walsall and Bloxwich |
| Delivery location | TLG West Midlands (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 15 Oct 2020 at 11:50 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/9186380b-ef61-4a08-a050-67e6ee33ea4b

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/9186380b-ef61-4a08-a050-67e6ee33ea4b
  15th October 2020 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/walsallhealthcarenhs/aspx/
  Additional information on how to apply for this contract

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890.json.