Profil
Mehrdad Yousefian worked as a Chief Investment Officer at OPM Fund Management Ltd.
from 1997 to 2013.
He was also a Principal at The Smith +.
Pinching Group Ltd.
He worked as a Portfolio Manager at Charteris Treasury Portfolio Managers Ltd.
in 2014 and at City Financial Investment Co. Ltd.
from 2013 to 2014.
From 2015 to 2019, he worked as an Investment Manager at Avellemy Ltd.
Anciens postes connus de Tony Yousefian
| Sociétés | Poste | Fin |
|---|---|---|
Avellemy Ltd.
 Avellemy Ltd. Investment ManagersFinance Avellemy Ltd. is the Great Britain-based specialist asset management subsidiary of CPL Bidco Ltd., ultimately held by OCM Luxembourg EPF III Tie Holdings Sarl in Luxembourg. Headquartered in Berkshire, the firm was founded in 2012 and provides investment solutions to UK-based private wealth, business, and charity clients. Avellemy works closely with financial advisers to create and deliver investment solutions to help their clients achieve their financial goals. | Membre du Comité d'Investissement | 08/12/2019 |
Charteris Treasury Portfolio Managers Ltd.
 Charteris Treasury Portfolio Managers Ltd. Investment ManagersFinance Charteris Treasury Portfolio Managers Ltd. (CTPM) is the wealth management subsidiary of Charteris Holdings Ltd. in Great Britain. The firm is headquartered in London and has additional offices in Exeter and Edinburgh. Founded in 1984, CTPM offers fully discretionary wealth management services to private clients and manage a distinctive range of funds available to private and institutional investors. | Gestionnaire de Portefeuille-Actions | 01/07/2014 |
City Financial Investment Co. Ltd.
 City Financial Investment Co. Ltd. Investment ManagersFinance City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts. | Gestionnaire de Portefeuille-Actions | 01/03/2014 |
OPM Fund Management Ltd.
 OPM Fund Management Ltd. Investment ManagersFinance OPM Fund Management Ltd. (OPM-FM) is an independent Great Britain-based fund management firm which was founded in 2003 by Tony Yousefian and Ross Henderson. OPM Fund Management is the trading name of Smith & Pinching Portfolio Management Ltd. The firm is based in Norwich and provides tailored discretionary portfolio management services for private clients, charities, trusts and pension schemes. The firm also offers a range of multi-manager funds and manages several open-end mutual funds. | Directeur en chef des Investissements | 01/04/2013 |
The Smith + Pinching Group Ltd.
 The Smith + Pinching Group Ltd. Insurance Brokers/ServicesFinance The Smith + Pinching Group Ltd. engages in the provision of financial and insurance services. It offers services relating to individual financial planning, corporate financial planning, mortgage broking, commercial insurance, and home insurance. The company was founded by Barry Pinching and Gerry Smith in 1973 and is headquartered in Norwich, the United Kingdom. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
OPM Fund Management Ltd.
OPM Fund Management Ltd. Investment ManagersFinance OPM Fund Management Ltd. (OPM-FM) is an independent Great Britain-based fund management firm which was founded in 2003 by Tony Yousefian and Ross Henderson. OPM Fund Management is the trading name of Smith & Pinching Portfolio Management Ltd. The firm is based in Norwich and provides tailored discretionary portfolio management services for private clients, charities, trusts and pension schemes. The firm also offers a range of multi-manager funds and manages several open-end mutual funds. | Finance |
Charteris Treasury Portfolio Managers Ltd.
Charteris Treasury Portfolio Managers Ltd. Investment ManagersFinance Charteris Treasury Portfolio Managers Ltd. (CTPM) is the wealth management subsidiary of Charteris Holdings Ltd. in Great Britain. The firm is headquartered in London and has additional offices in Exeter and Edinburgh. Founded in 1984, CTPM offers fully discretionary wealth management services to private clients and manage a distinctive range of funds available to private and institutional investors. | Finance |
City Financial Investment Co. Ltd.
City Financial Investment Co. Ltd. Investment ManagersFinance City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts. | Finance |
Avellemy Ltd.
Avellemy Ltd. Investment ManagersFinance Avellemy Ltd. is the Great Britain-based specialist asset management subsidiary of CPL Bidco Ltd., ultimately held by OCM Luxembourg EPF III Tie Holdings Sarl in Luxembourg. Headquartered in Berkshire, the firm was founded in 2012 and provides investment solutions to UK-based private wealth, business, and charity clients. Avellemy works closely with financial advisers to create and deliver investment solutions to help their clients achieve their financial goals. | Finance |
The Smith + Pinching Group Ltd.
The Smith + Pinching Group Ltd. Insurance Brokers/ServicesFinance The Smith + Pinching Group Ltd. engages in the provision of financial and insurance services. It offers services relating to individual financial planning, corporate financial planning, mortgage broking, commercial insurance, and home insurance. The company was founded by Barry Pinching and Gerry Smith in 1973 and is headquartered in Norwich, the United Kingdom. | Finance |