Profilo
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.
Precedenti posizioni note di Tony Yousefian
Società | Posizione | Fine |
---|---|---|
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. | Membro del Comitato di Investimento | 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. | Gestore di Portafoglio-Azioni | 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. | Gestore di Portafoglio-Azioni | 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. | Direttore degli Investimenti | 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 | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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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 |
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 |
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 |
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 |
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 |
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