Asset investment management service
Cardiff & Vale University Health Board Charity needs an investment manager to actively implement its investment policy across a portfolio of shares, equity instruments, and cash. The charity manages over 300 individual funds supporting medical equipment, research, patient care, and healthcare improvements.
- Closed12 December 2025
- Value£142k
- BuyerNHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)
- WhereCardiff and Vale of Glamorgan
- CategoryFinancial & insurance
- RegionWales
You'll want to look if you offer professional investment management services and can work with a charity's ethical investment policy
Possible incumbent
Zeta Services provided an asset management system subscription in September 2025, but this is a new investment management service contract. Inferred from prior awards to this buyer, not confirmed.