Source: https://tendernation.io/opportunities/01a13b85-2926-7083-b61b-32c12762c85f/asset-investment-management-service awarded GB open procedure # Asset Investment Management Service [NHS Wales Shared Services Partnership](https://tendernation.io/buyers/nhs-wales-shared-services-partnership) Estimated value Not stated Published 12 May 2021 Deadline Rolling deadline ## Who can bid - Open procedure Anyone can submit a full tender; there is no shortlisting stage. ## About this tender Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board’s investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities. ## CPV classification Financial and insurance services Investment banking services and related services Source Find a Tender (UK) · Notice ocds-h6vhtk-02afec-2021-05-12T08:45:06+01:00 [View official notice](https://www.find-tender.service.gov.uk/Notice/ocds-h6vhtk-02afec-2021-05-12T08:45:06+01:00) Never miss a tender like this again Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. Free to start. [Track tenders free](https://tendernation.io/register) [Buyer profile NHS Wales Shared Services Partnership: past awards and live tenders](https://tendernation.io/buyers/nhs-wales-shared-services-partnership) [Sector More Financial & insurance services tenders](https://tendernation.io/sectors/financial-insurance-services) ## More tenders like this [Financial and insurance services – Udbud af delkontrakter vedrørende administration af selvforsikringsordninger · Danish Ministry of Defence Acquisition and Logistics Organisation · 28 days left · 16 Nov 2026](https://tendernation.io/opportunities/01a156a9-9f2a-72f8-9d86-29b05755fb83/denmark-financial-and-insurance-services-udbud-af-delkontrakter-vedrorende-a) [Property insurance services – Prestations de services d’assurances · Ville de Baud (56) · 7 days left · 26 Oct 2026](https://tendernation.io/opportunities/01a156a9-eacd-7321-8a56-9e3a7fc387c0/france-property-insurance-services-prestations-de-services-dassurances) [Insurance services – Marché de service relatif à la prestation d'assurance pour les besoins de Labocéa · Labocéa · 30 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a156a9-6d89-707c-8006-6aaea9baf8b7/france-insurance-services-marche-de-service-relatif-a-la-prestation-dassura) [Health insurance services – Hospitalisatieverzekering · Gemeente Kontich · 15 days left · 3 Nov 2026](https://tendernation.io/opportunities/01a156a9-8bc1-720a-9e1f-3592335b31e6/belgium-health-insurance-services-hospitalisatieverzekering) [Damage or loss insurance services – procedura aperta EX ART. 71 del codice degli appalti (d.lgs. N. 36/2023) PER l’affidamento del servizio DI assicurazione ALL risks (patrimonio) della durata DI 24 MESI (dalle ORE 24.00 del 31/12/2026 ALLE ORE 24.00 del 31/12/2028) prorogabile DI ulteriori 24 MESI DA aggiudicare CON IL criterio dell’offerta economicamente PIÙ vantaggiosa, in modalità telematica · Comune di Piove di Sacco · 37 days left · 25 Nov 2026](https://tendernation.io/opportunities/01a156aa-174b-7271-8223-dd3559df50eb/italy-damage-or-loss-insurance-services-procedura-aperta-ex-art-71-del-codi) [Liability insurance services – Prestation d'assurance pour les besoins de la Communauté de Communes Des Savanes 2027-2030 · Communauté des communes des Savanes (973) · 32 days left · 20 Nov 2026](https://tendernation.io/opportunities/01a156a9-6375-70c6-83f3-2673aade0342/france-liability-insurance-services-prestation-dassurance-pour-les-besoins)