In deliveryUnited KingdomServices£141,900
Asset investment management service
- Published
- Published 31 October 2025
- Deadline
- Closed 12 December 2025
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.
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
Portfolio management services
Award outcome
- Awarded value
- £253,518
- Award date
- 19 May 2026
- Contract period
- 26 January 2026 → 25 January 2029
- Rathbones Investment Management
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Notice history
Every published notice in this contracting process, newest first.
Contract
17 June 2026
View notice ↗Contract
21 May 2026
View notice ↗Contract Notice
6 November 2025
View notice ↗Prior Information Notice
31 October 2025
View notice ↗
Contracting authority
Cardiff and Vale University Health Board
BuyerCardiff, United Kingdom
GB-PPON: PPPR-7969-BTJG
Authority website ↗NHS Wales Shared Services Partnership
Procuring entityCardiff, United Kingdom
GB-PPON: PXWV-6492-CGMN
Authority website ↗
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