---
title: "Investment Management Services"
ocid: "ocds-kuma6s-134078"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-134078"
markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-134078.md"
json_url: "https://d3tenders.com/contract/ocds-kuma6s-134078.json"
source: "Sell2Wales"
current_stage: "Award"
buyer: "CANCER RESEARCH WALES"
published: "2023-09-28"
---

# Investment Management Services

Buyer: CANCER RESEARCH WALES  
Current stage: Award  
OCID: ocds-kuma6s-134078

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-kuma6s-134078)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-kuma6s-134078.json)

## Summary

The public procurement contracting process by Cancer Research Wales is currently at the award stage. The buying organisation, Cancer Research Wales, based in Cardiff, is seeking Investment Management Services. The procurement falls under the services category and involves investment-related services like banking and financial management consultancy. The tender was awarded to Brewin Dolphin Limited on the 28th of September 2023.

This tender for Investment Management Services led by Cancer Research Wales presents growth opportunities for businesses specializing in banking, investment services, treasury services, fiscal services, and financial management consultancy. Companies capable of providing expert advice on investment policy, decision-making, and portfolio management would be well-suited to compete in this tender. The deadline for the tender was on the 4th of September 2023, and the award period extends until the 25th of September 2023.

## Notice

3.1 CRW has an investment portfolio as at 31 March 2023 of PS4.5 million invested within the ethical markets.3.2 As a Cancer Research Charity, investments in any tobacco related products is prohibited and this is a non negotiable condition.3.3 The investment portfolio is held to provide a financial return in the form of interest receivable and investment gains to fund our Research Strategy3.4 The appointed supplier will be responsible for, but shall not be limited to:I. Reviewing the current Investment Policy and making recommendations as appropriate..II. Make investment decisions in line with the Investment Policy.III. Provide Quarterly reviews and an annual review of the Investment PortfolioIV. Provide relevant information to enable the preparation of the Charities Financial StatementsV. Act as a sounding board and advisor.VI. Actively engage in the activities of the Charity to understand the work we do, challenges and opportunities.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Sell2Wales |
| Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=134078 |
| 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 | 28 Sep 2023 |
| Submission deadline | 4 Sep 2023 |
| Future notice date | Not specified |
| Award date | 28 Sep 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 | CANCER RESEARCH WALES |
| Locality | CARDIFF |
| Post town | Cardiff |
| Postcode | CF24 5PJ |
| 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 | Splott |
| Westminster constituency | Cardiff South and Penarth |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | BREWIN DOLPHIN |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 66100000 - Banking and investment services
- 66600000 - Treasury services
- 79220000 - Fiscal services
- 79412000 - Financial management consultancy services

## Release History

- 28 Sep 2023 at 16:22 - Award - S2W Notice - Website Contract Award Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=134078
- 15 Aug 2023 at 12:15 - Tender - S2W Notice - Website Invitation to Tender Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=134078

## Documents

- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=AUG447045&idx=1
  21st August 2023 - ITT - Tender documentation
- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=AUG447045&idx=2
  21st August 2023 - ITT - Tender documentation

## Notice URLs

- https://www.brewin.co.uk/cardiff
- https://www.cancerresearch.wales
- https://www.sell2wales.gov.wales

## 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-134078. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-134078.json.