Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Yousefian exits Charteris after four months

Yousefian exits Charteris after four months

Tony Yousefian is to leave Charteris Treasury Portfolio Managers less than five months after joining the firm, Wealth Manager can reveal.

Yousefian (pictured) quit City Financial for Charteris in March this year, having joined the firm in April 2013 following its acquisition of OPM Fund Management, where he had worked as chief investment officer and ran the EFA OPM Fixed Interest and OPM Property Portfolio funds.

Yousefian took the £9.5 million EFA OPM Property Portfolio fund with him, which is now called the FP Charteris Property fund and is managed by Charteris chief executive Ian Williams.

Over the past year the fund has returned 12% compared with an average of 7.9% from the IMA Property sector. Yousefian ranks second in Citywire's Global Property Equity sector for the period.

Charteris declined to comment.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Boutique tapes: my business will never be sold

Boutique tapes: my business will never be sold

In the final part of our four part series we discuss consolidation and whether it's getting tougher for boutiques to survive.

Play Boutique tapes: are top managers better off at small firms?

Boutique tapes: are top managers better off at small firms?

In episode three of our series, boutique bosses discuss whether the best fund managers are more likely to thrive at smaller firms.

Play Boutique tapes: if you want a Ferrari, you have to pay for it

Boutique tapes: if you want a Ferrari, you have to pay for it

In the second part of our four-part series, boutique bosses are asked how they can justify the fees charged by active managers.

Read More
Your Business: Cover Star Club

Profile: how this boutique beat the big guns of wealth

Profile: how this boutique beat the big guns of wealth

This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers

Wealth Manager on Twitter