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Summary

OCID:: ocds-kuma6s-134078
Published by:: Cancer Research Wales
Authority ID:: AA84312
Publication date:: 28 September 2023
Deadline date:: -
Notice type:: Contract Award Notice
Has documents:: No
Has SPD:: No
Has Carbon Reduction Plan:: No

Abstract

3.1 CRW has an investment portfolio as at 31 March 2023 of £4.5 million invested within the ethical markets. 3.2 As a Cancer Research Charity, investments in any tobacco related products is prohibited and this is a non negotiable condition. 3.3 The investment portfolio is held to provide a financial return in the form of interest receivable and investment gains to fund our Research Strategy 3.4 The appointed supplier will be responsible for, but shall not be limited to: I. Reviewing the current Investment Policy and making recommendations as appropriate.. II. Make investment decisions in line with the Investment Policy. III. Provide Quarterly reviews and an annual review of the Investment Portfolio IV. Provide relevant information to enable the preparation of the Charities Financial Statements V. Act as a sounding board and advisor. VI. Actively engage in the activities of the Charity to understand the work we do, challenges and opportunities.

Full notice text

CONTRACT AWARD NOTICE – NATIONAL

Notice Type: SERVICES

1 Authority Details

1.1 Authority Name and Address

Official Name: Cancer Research Wales
Postal Address: Unit 22, Neptune Court, Vanguard Way,
Town: Cardiff	Postal Code: CF245PJ	Country: UK
For the attention of: Alison Yandall	Telephone: +44 07365206564
E-Mail:	Fax:
Internet Address (URL): https://www.cancerresearch.wales

2 Contract Details

2.1 Title

Investment Management Services

2.2 Description of the contract

3.1 CRW has an investment portfolio as at 31 March 2023 of £4.5 million invested within the ethical markets.

3.2 As a Cancer Research Charity, investments in any tobacco related products is prohibited and this is a non negotiable condition.

3.3 The investment portfolio is held to provide a financial return in the form of interest receivable and investment gains to fund our Research Strategy

3.4 The appointed supplier will be responsible for, but shall not be limited to:

I. Reviewing the current Investment Policy and making recommendations as appropriate..

II. Make investment decisions in line with the Investment Policy.

III. Provide Quarterly reviews and an annual review of the Investment Portfolio

IV. Provide relevant information to enable the preparation of the Charities Financial Statements

V. Act as a sounding board and advisor.

VI. Actively engage in the activities of the Charity to understand the work we do, challenges and opportunities.

2.3 Notice Coding and Classification

a) Commodity Codes

	Code		Description
	66100000		Banking and investment services
	66600000		Treasury services
	79220000		Fiscal services
	79412000		Financial management consultancy services

b) Delivery Location/Area

	Code		Location
	1022		Cardiff and Vale of Glamorgan

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: Brewin Dolphin Limited
Postal Address: 5 Callaghan Square, 2Nd Floor,
Town: Cardiff	Postal Code: CF105BT	Country: UK
For the attention of: Paul Mathias	Telephone:
E-Mail:	Fax:
Internet Address (URL): https://www.brewin.co.uk/cardiff

5 Other Information

5.1 Reference number attributed to the notice by the contracting authority

CRW2023-01

5.2 Date of Contract Award

28-09-2023

5.3 Number of tenders received

5.4 Other Information

(WA Ref:135192)

5.5 Additional Documentation

N/a

5.6 Publication date of this notice:

28-09-2023

SF 53

Coding

Commodity categories

ID	Title	Parent category
66100000	Banking and investment services	Financial and insurance services
79412000	Financial management consultancy services	Business and management consultancy services
79220000	Fiscal services	Accounting, auditing and fiscal services
66600000	Treasury services	Financial and insurance services

Delivery locations

ID	Description
1022	Cardiff and Vale of Glamorgan

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
AUG447045: Investment Management Services Publication date: 15 August 2023 Deadline date: 06 September 2023 00:00 Notice type: Contract Notice Authority name: Cancer Research Wales
SEP451924: Investment Management Services Publication date: 28 September 2023 Notice type: Contract Award Notice Authority name: Cancer Research Wales

About the buyer

Main contact:: N/a
Admin contact:: N/a
Technical contact:: N/a
Other contact:: N/a

Further information

Date	Details
No further information has been uploaded.

Investment Management Services

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: