Investment Management Services for NHS Charity

Cardiff & Vale University Health Board Charity is seeking an investment manager to professionally manage its £5.452 million investment portfolio. The successful contractor will be responsible for implementing the Charity's Investment Policy and managing financial assets including shares, equity instruments, and cash. The portfolio targets a medium risk tolerance with 45-65% equity holdings, balancing both capital growth and income generation. The investment manager must ensure full compliance with Charity Commission guidance and NHS Charity legal obligations, while adhering to the Charity's ethical restrictions and sector-based exclusions outlined in its Investment Strategy. This role is critical to maximizing financial returns that support the Charity's mission to enhance patient and staff well-being through funding projects and initiatives beyond core NHS funding, including medical equipment, research, staff development, and patient care improvements.