---
title: "WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds) - AWARD"
ocid: "ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "WALSALL HEALTHCARE NHS TRUST"
published: "2018-02-15"
---

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

Buyer: WALSALL HEALTHCARE NHS TRUST  
Current stage: Award  
OCID: ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6

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## Summary

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.

## Notice

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/374a9598-673d-4b93-b558-9cb5241cd271 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Feb 2018 |
| Submission deadline | 27 Aug 2015 |
| Future notice date | Not specified |
| Award date | 15 Feb 2018 |
| Contract period | 31 Mar 2018 - 31 Mar 2021 |
| 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 | Complete |
| Lots status | Not specified |
| Awards status | Active |
| 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) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | SCHRODER & CO LIMITED TRADING AS CAZENOVE CAPITAL MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services
- 66120000 - Investment banking services and related services

## Release History

- 15 Feb 2018 at 22:21 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/374a9598-673d-4b93-b558-9cb5241cd271

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/374a9598-673d-4b93-b558-9cb5241cd271
  15th February 2018 - Awarded contract notice on Contracts Finder

## Provenance

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