Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Yousefian joins Charteris and brings OPM Property fund over

Yousefian joins Charteris and brings OPM Property fund over

Multi-manager Tony Yousefian is to join Charteris Treasury Portfolio Managers and will bring his OPM Property Portfolio fund over to the new firm.

Yousefian (pictured) joins from City Financial after less than a year at the firm. He joined in April of last year following City Financial's acquisition of OPM Fund Management - where he had worked as CIO and ran the EFA OPM Fixed Interest and OPM Property Portfolio funds. 

Yousefian will continue to manage the £9.5 million EFA OPM Property Portfolio fund in his new role at Charteris to ensure continuity for unitholders. The fund is up 10.6% over the three years to the end of January, compared to a 32.9% rise by the FTSE Epra/Nareit Developed index.

The fund will continue to be managed according to the same investment mandate and objectives. Way Fund Managers will continue to act as the fund’s authorised corporate director.

Charteris chief executive, Ian Williams, commented: 'We are absolutely delighted that Tony has decided to join us at this exciting stage in the firm’s evolution, and that the EFA OPM Property Portfolio fund will be coming to Charteris with him to take its place alongside our existing fund range.'  

Yousefian added: 'I am thrilled to be joining Ian and the team at this time.  I would like to wish all my former colleagues at City Financial the very best for the future, and am looking forward to the challenge ahead.' 

Andrew Williams, chief executive at City Financial, added: 'We’d like to thank Tony for his contribution and wish him well for the future.'

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 From Private Bank to Private Office: the next generation of ultra high net worth investors

From Private Bank to Private Office: the next generation of ultra high net worth investors

Citywire's Anna Dumas highlights the trend towards private and family offices.

Play Inside ETFs: how to defend against bond volatility

Inside ETFs: how to defend against bond volatility

In this latest episode we call in experts from 7IM and Markit to assess how the bond sell-off has impacted ETFs.

Play The future of wealth management according to disruptive tech expert Andrew Tarver

The future of wealth management according to disruptive tech expert Andrew Tarver

Three private office investors direct their questions about the future of wealth management, to Andrew Tarver, founder of Boldrocket and disruptive tech expert.

Your Business: Cover Star Club

Profile: Stenham's CIO on the strange persistence of hedge funds

Profile: Stenham's CIO on the strange persistence of hedge funds

Stenham Asset Management chief investment officer Kevin Arenson believes hedge funds are making a comeback

Wealth Manager on Twitter