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    ContractsInvestment Management Services for NHS Charity
    Awarded contract

    Investment Management Services for NHS Charity

    Awarded
    £140.9k
    Published 17 Jun 2026

    Investment manager needed to manage a £5.452 million portfolio for a major NHS health board charity with medium risk tolerance and ethical investment requirements.

    🇬🇧United Kingdom· WalesPublished 17 Jun 2026· 4 months agoviaFind a Tender
    Awarded
    £140.9k
    Published 17 Jun 2026

    Decision brief

    4 fields
    • Contract value
      £140,895
      Pounds sterling
    • Closing date
      Not published
      No closing date published
    • Sector
      Financial Services
      Browse related listings
    • Location
      🇬🇧United Kingdom
      Wales

    Suppliers

    1 supplier
    • RI
      Rathbones Investment Management
    Lead contractor

    Lifecycle

    Awarded

    Contract awarded. Originally published 4 months ago.

    17 June 2026
    Awarded — no open tender advertised

    Brief

    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.

    Track record

    1 award · 1 winner
    Thin record

    Only 1 prior award here — too little to read.

    In financial services, Cardiff and Vale University Health Board has awarded 1 contract to 1 supplier.

    Who wins here
    1. Rathbones Investment Management1× · 100%

    Across financial services, the most active winners are ARTHUR J GALLAGHER INSURANCE BROKERS LTD, ALLPAY LTD, ECCLESIASTICAL INSURANCE OFFICE PUBLIC LIMITED COMPANY — the field to beat, or your route in as a partner.

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    Take action
    View on sourceFind a Tender

    Award notice and full record on the publisher's site

    Publisher
    UK Cabinet Office
    Licence
    OGL v3.0
    Source
    find-tender.service.gov.uk
    Record ID
    ocds-h6vhtk-05d836

    Your fit

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    This went to Rathbones Investment Management. Sonar reads Cardiff and Vale University Health Board's work like this against your business — who holds it, and whether you could compete or partner next time.

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    CV
    Buyer
    Cardiff and Vale University Health Board
    Sector
    Financial Services