Velindre University NHS Trust is looking to procure the Provision of an Investment Agent to advise and manage investments of the Health Board’s Charitable Fund monies.
The Charity requires that the Investment Agent is a qualifying investment manager must be a registered investment advisor under the Investment Advisor Act of 1961, or a bank or insurance company, which is authorised and regulated by the Financial Services Authority
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.

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