BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds
What the buyer wrote
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 co…
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Awarded to
Details
- What the buyer calls it
- BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds
- How they are buying
- Advertised, open to anyoneAny supplier could bid without being invited first.
- Type
- services
- Work starts
- 30 Sep 2025
- Work ends
- 30 Sep 2029
- Where
- in Wales
- Kind of work
- Accountancy, audit and financial advice
Who the buyer named
Defyn Evans was the named contact on this notice. Questions closed on 7 Jul 2025, 12:00 BST.