# WHPC00079 Rev2 - Provision of Investment Management Services \(Charitable Funds\) - AWARD

> Contract award record from UK public-sector procurement sources.

## Key facts

- Public buyer: [Walsall Healthcare NHS Trust](/buyers/walsall-healthcare-nhs-trust/contract-awards)
- Contract winner: Schroder & Co Limited trading as Cazenove Capital Management
- Award value: £0
- Award date: 15 February 2018
- Published: 15 February 2018
- Contract start: 1 April 2018
- Contract end: 31 March 2021
- Stage: awarded
- Procurement category: services
- Notice ID: 374a9598-673d-4b93-b558-9cb5241cd271-199062
- OCID: ocds-b5fd17-b7dfbd05-7ce9-4c2f-93dd-b42df8e0a0b6

## Description

Tender for Provision of Investment Management Services \(Charitable Funds\) The basis of the contract will include: \. Investment management services for the Trust charitable funds \. The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption \. The maintenance and enhancment of the investment funds whilst they are invested \. To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs\. \. To avoid investments which are unduly risky\.

## Related contract awards

- [WHPC00964](/contracts/ocds-b5fd17-3d76cc05-b0da-4e96-afe2-9c5991c7b3e6): Walsall Healthcare NHS Trust
- [WHPC00959](/contracts/ocds-b5fd17-c564c379-96ed-46ee-aa3c-5f1fabbbc38d): Walsall Healthcare NHS Trust
- [WHPC00757](/contracts/ocds-b5fd17-d54ac72f-de6a-44cd-b63f-ad392e9d8653): Walsall Healthcare NHS Trust
- [RBGKEW1002 - Investment Managers](/contracts/ocds-b5fd17-e4d46b6f-c431-4a1a-bfe3-299e23ba7003): ROYAL BOTANIC GARDENS, KEW

## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/374a9598-673d-4b93-b558-9cb5241cd271-199062)