Provision of Investment Management Services ( Charitable Funds)
Walsall Healthcare NHS Trustservices
What the buyer wrote
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 appropr…
Details
- What the buyer calls it
- Provision of Investment Management Services ( Charitable Funds)
- How they are buying
- Advertised, open to anyoneAny supplier could bid without being invited first.
- Type
- services
- Suitable for small firms
- The buyer says yes. What that is worth
- Work starts
- 1 Dec 2020
- Work ends
- 30 Nov 2023
- Kind of work
- Accountancy, audit and financial advice
Who the buyer named
Kelly Bevington was the named contact on this notice.