Wealth Manager - the site for professional investment managers

Register to get unlimited access to 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
Brewin's Gutteridge: what's behind the second oil crash?

Brewin's Gutteridge: what's behind the second oil crash?

This week Brewin Dolphin's research head talks to Will Riley, co-manager of the Guinness Global Energy fund, about what next for oil.  

Play AA-rated Bullas: what drove my UK small cap outperformance

AA-rated Bullas: what drove my UK small cap outperformance

AA-rated Richard Bullas has quietly been making a name for himself at the helm of the Franklin UK Smaller Companies fund.

Play Sector spotlight: how Harwood's Philbin is playing emerging markets

Sector spotlight: how Harwood's Philbin is playing emerging markets

Emerging markets have been a rollercoaster for investors, but amid the doom there have been have been bright spots, such as India. 

Your Business: Cover Star Club

Profile: CHI's bond supremo on liquidity and bond risk management

Profile: CHI's bond supremo on liquidity and bond risk management

'Some people have been extremely complacent about rate rise risk. Myself, I wish they would just get on with it.'

Wealth Manager on Twitter