SkimSkim home
In deliveryUnited KingdomServices£141,900Add to pipeline

Asset investment management service

Awarded to Rathbones Investment Management

Cardiff and Vale University Health Board(buyer)

Published
Published 31 October 2025
Deadline
Closed 12 December 2025
See 1 live opportunityHow Skim finds tendersView original notice ↗

Tender documents

Skim pulls every file the buyer attaches to this process and extracts the requirements from it.

Documents as they publish

Specification, evaluation criteria, pricing schedules and every requirement — extracted, searchable and mapped to your response.

View tender files

Overview

Cardiff and Vale University Health Board Charity appointed Rathbones Investment Management on 19 May 2026 to provide investment management services for its charitable assets portfolio valued at approximately £5.5 million. The service involves active portfolio management to implement the Charity's investment policy, maintaining a medium-risk approach with 45–65% equities allocation, while generating capital growth and income in compliance with Charity Commission guidance and ethical investment restrictions.

Contracting authority

Find the key decision makers

The people who scope, score and sign this contract — names, roles and how to reach them.

Reveal decision makers

Key details

Country
United Kingdom
Status
In delivery
Category
Services
Estimated value
£141,900
Procedure
Open
Published
31 October 2025
Questions by
5 December 2025
Deadline
Closed
Classification (CPV)
Portfolio management services

Award outcome

Awarded value
£253,518
Award date
19 May 2026
Contract period
26 January 2026 → 25 January 2029
Winner
  • Rathbones Investment Management

Contract ending soon? Skim tracks incumbents and flags recompetes early. Start for Free to set up alerts.

Notice history

Every published notice in this contracting process, newest first.

  1. Contract

    17 June 2026

  2. Contract

    21 May 2026

  3. Contract Notice

    6 November 2025

  4. Prior Information Notice

    31 October 2025

More from Cardiff and Vale University Health Board

Other contracts from the same contracting authority. 1 live opportunity · 50 awarded contracts on their hub.

See all their tenders →
Open for bidsUnited KingdomServices£50,000

Cardiff and Vale Market Stability Report

Deadline 2 November 2026

In deliveryUnited Kingdom£329,879

Supply & Installation of Protec Replacement Fire Alarm Equipment at University Hospital of Wales

Won by PROTEC FIRE DETECTION PUBLIC LIMITED COMPANY

Awarded 1 October 2026

In deliveryUnited Kingdom£33,080

Provision of Oxford Nanopore Consumables for Research

Won by Oxford Nanopore Technologies plc

Awarded 30 September 2026

Get the full picture

AI analysis, bid scoring, and expert strategy for this tender

Skim analyses every tender against your company profile and tells you whether to bid, how to win, and who you are up against.

Start for FreeSee more tenders

How to win this tender

Skim reads the notice and every document attached to it, scores the fit against your company profile for a clear bid or no-bid call, then drafts each answer from your own evidence and past bids. You review, refine and submit — on time, with every requirement covered.

See exactly how Skim’s agents do this →

Comparing platforms? Skim is set against the alternatives for pre-tender intelligence, tender management software and bid management software.

Find tenders like this before your competitors do.

Skim scans every portal daily and scores each tender against your profile. Start for free and see the tenders you are missing.

See more tenders