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Summary

OCID:: ocds-kuma6s-128309
Published by:: NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)
Authority ID:: AA0221
Publication date:: 07 March 2025
Deadline date:: -
Notice type:: Contract Award Notice
Has documents:: No
Has SPD:: No
Has Carbon Reduction Plan:: No

Abstract

To invest the charity funds in a diversified portfolio to provide an income and to maintain and grow the capital value of funds.

Full notice text

CONTRACT AWARD NOTICE – NATIONAL

Notice Type: SERVICES

1 Authority Details

1.1 Authority Name and Address

Official Name: NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)
Postal Address: 4-5 Charnwood Court,, Heol Billingsley, Parc Nantgarw,
Town: Cardiff	Postal Code: SA68 0XH	Country: UK
For the attention of: Mark Lewis	Telephone: +44 1495300879
E-Mail: mark.lewis8@wales.nhs.uk	Fax:
Internet Address (URL): http://nwssp.nhs.wales/ourservices/procurement-services/

2 Contract Details

2.1 Title

Investment Management Service

2.2 Description of the contract

To invest the charity funds in a diversified portfolio to provide an income and to maintain and grow the capital value of funds.

2.3 Notice Coding and Classification

a) Commodity Codes

	Code		Description
	66100000		Banking and investment services
	66120000		Investment banking services and related services

b) Delivery Location/Area

	Code		Location
	1016		Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
	1021		Monmouthshire and Newport

2.4 Estimated Total Value

3 Procedure

3.1 Type of Procedure

Single stage

4 Award of Contract

4.1 Successful Bidders

4.1.1 Name and Address of successful supplier, contractor or service provider

Contract No:

Official Name: Ccla Investment Management Limited
Postal Address: 1 Angel Lane,
Town: London	Postal Code: EC4R3AB	Country: UK
For the attention of:	Telephone:
E-Mail:	Fax:
Internet Address (URL): http://www.ccla.co.uk

5 Other Information

5.1 Reference number attributed to the notice by the contracting authority

ABU-ITT-52306

5.2 Date of Contract Award

09-05-2023

5.3 Number of tenders received

5.4 Other Information

(WA Ref:148875)

5.5 Additional Documentation

N/a

5.6 Publication date of this notice:

07-03-2025

SF 53

Coding

Commodity categories

ID	Title	Parent category
66100000	Banking and investment services	Financial and insurance services
66120000	Investment banking services and related services	Banking and investment services

Delivery locations

ID	Description
1016	Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1021	Monmouthshire and Newport

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID	Description
There are no alert restrictions for this notice.

Document family

Notice details
JAN424769: Investment Management Service Publication date: 19 January 2023 Deadline date: 21 February 2023 00:00 Notice type: Contract Notice Authority name: NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)
MAR500915: Investment Management Service Publication date: 07 March 2025 Notice type: Contract Award Notice Authority name: NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)

About the buyer

Main contact:: mark.lewis8@wales.nhs.uk
Admin contact:: N/a
Technical contact:: N/a
Other contact:: N/a

Further information

Date	Details
No further information has been uploaded.

Investment Management Service

Contents

Summary

Abstract

Full notice text

CONTRACT AWARD NOTICE – NATIONAL

1 Authority Details

1.1

Authority Name and Address

2 Contract Details

2.1

Title

2.2

Description of the contract

2.3

Notice Coding and Classification

2.4

Estimated Total Value

3 Procedure

3.1

Type of Procedure

4 Award of Contract

4.1

Successful Bidders

4.1.1

Name and Address of successful supplier, contractor or service provider

5 Other Information

5.1

Reference number attributed to the notice by the contracting authority

5.2

Date of Contract Award

5.3

Number of tenders received

5.4

Other Information

5.5

Additional Documentation

5.6

Publication date of this notice: