---
title: "Investment Management Service"
ocid: "ocds-kuma6s-128309"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-128309"
markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-128309.md"
json_url: "https://d3tenders.com/contract/ocds-kuma6s-128309.json"
source: "Sell2Wales"
current_stage: "Award"
buyer: "NHS WALES SHARED SERVICES PARTNERSHIP-PROCUREMENT SERVICES (HOSTED BY VELINDRE UNIVERSITY NHS TRUST)"
published: "2025-03-07"
---

# Investment Management Service

Buyer: NHS WALES SHARED SERVICES PARTNERSHIP-PROCUREMENT SERVICES (HOSTED BY VELINDRE UNIVERSITY NHS TRUST)  
Current stage: Award  
OCID: ocds-kuma6s-128309

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-kuma6s-128309)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-kuma6s-128309.json)

## Summary

The NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust) has completed the award stage for the "Investment Management Service" tender. This procurement process, initiated to invest charity funds in a diversified portfolio to provide income and maintain the capital value of funds, fell under the services category, specifically banking and investment services (CPV: 66100000, 66120000). The awarded contract has been signed with Ccla Investment Management Limited. The contract, which was competitively bid upon by four bidders, became active on 9th May 2023. Initial tender activities were conducted openly via eTenderwales, with the submission deadline on 21st February 2023 and the awarding period concluding on 16th March 2023. The key buying organisation is based in Cardiff, with another relevant location in St Asaph.

This procurement tender offers significant business growth opportunities, particularly for companies specializing in investment management and financial services. Businesses with a robust portfolio in managing diversified investments and maintaining capital value while providing consistent income would find this opportunity fitting. Given the structured open bidding process, firms equipped with proficient financial management capabilities and a competitive edge in the investment banking sector would benefit from engaging in such tenders. Companies with a keen interest and expertise in public sector contracts, especially within the healthcare domain, are well-suited to pursue similar future opportunities.

## Notice

To invest the charity funds in a diversified portfolio to provide an income and to maintain and grow the capital value of funds.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Sell2Wales |
| Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=128309 |
| Notice type | S2W Notice - Website Contract Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 7 Mar 2025 |
| Submission deadline | 21 Feb 2023 |
| Future notice date | Not specified |
| Award date | 9 May 2023 |
| Contract period | Not specified |
| 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 | Not specified |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS WALES SHARED SERVICES PARTNERSHIP-PROCUREMENT SERVICES (HOSTED BY VELINDRE UNIVERSITY NHS TRUST) |
| Locality | ST ASAPH |
| Post town | Llandudno |
| Postcode | LL17 0JL |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL5 South East Wales |
| ITL 3 | TLL52 Cardiff and Vale of Glamorgan |
| Local authority | Cardiff |
| Electoral ward | Heath |
| Westminster constituency | Cardiff North |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CCLA INVESTMENT MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

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

## Release History

- 7 Mar 2025 at 14:38 - Award - S2W Notice - Website Contract Award Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=128309
- 19 Jan 2023 at 15:12 - Tender - S2W Notice - Website Invitation to Tender Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=128309

## Notice URLs

- http://nwssp.nhs.wales/ourservices/procurement-services/
- http://www.ccla.co.uk
- https://etenderwales.bravosolution.co.uk/home.html

## 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-kuma6s-128309. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-128309.json.