The company is a joint venture between Albemarle Street Partners and Chelsea Financial Services, which combines the skills of highly experienced investment research teams from both companies. FundCalibre uses Albemarle’s AlphaQuest system, which analyses fund and market data, combined with Chelsea’s hands on, interview-led fund research, to award Elite Fund Ratings.
FundCalibre is an authorised representative of Chelsea Financial Services and is authorised and regulated by the Financial Conduct Authority.
Darius has clocked up over twenty years within the industry, all of which have been spent with Chelsea Financial Services. He is their current managing director, having been appointed to the position in February 2000, after gaining experience in all business departments. He studied at the University of Birmingham, graduating with a BSc (Hons) in Chemistry.
Darius maintains that his career has not been spent at Chelsea Financial Services due to the proximity of its offices to the football club. However, having been born and brought up in Chelsea, his keen support for the football club predates him joining the business. He attended his first match at the tender age of six and, having held a season ticket for 31 years, has attended more than 3,000 games.
Over the years, Darius has campaigned for financial education and investor rights by pursuing an active role in the media, appearing on Channel Four News, BBC 2’s Working Lunch and Radio 4’s Money Box. He has also maintained a prominent presence within the national written media and is regularly quoted in various newspaper finance sections.
Juliet Schooling Latter
Juliet has been at Chelsea for over 10 years, and has a degree in economics from University College London. She quickly rose to the position of Head of Research in 2001, and was made research director in 2013.
Together with Darius, Juliet had the idea for FundCalibre, which is no surprise given that she currently selects funds for Chelsea’s panel and model portfolios, which are featured in the highly subscribed ‘Viewpoint’ magazine. She also compiles a Fund Review, covering over 400 funds, features regularly in the trade and national press and is on the judging panel for two different fund awards.
Clive is our most experienced director. A 30-year plus industry veteran, he has been both a fund of funds manager and a consultant as well as an around the world adventure motor biker. In 2009 he completed a 21,000 mile circumnavigation travelling from London to New York via Mongolia and Siberia. He doesn’t just research emerging markets he’s been there!
Currently managing director at Albemarle Street Partners, Clive was formerly CIO of Skandia Investment Management and Senior Investment Consultant at Towry and John Scott & Partners. He is a well-known investment commentator and author of the View from the Bridge blog, a site which, offers an alternative view of the investment world written in a unique style which he hopes entertains as much as it educates.
Sam graduated from Sheffield Hallam University with a BA (Hons) in International Business with French & Italian. Her first job was with Threadneedle Investments (now Columbia Threadneedle) where she helped to set up their European client service centre in 1998, before joining their press office three years later.
In 2004 she moved to Fidelity's corporate communications team where she spent seven years, latterly as co-head of media relations, and joined Chelsea in January 2012.
Tony Yousefian began his career in the financial services industry in 1982. He has been involved in discretionary investment management both on private client portfolios funds as analyst and fund manager since 1987. In 2003, as the CIO of OPM Fund Management Ltd he founded and managed the OPM range of Multi-manager Multi-asset Funds of Funds before the company was acquired in April 2013.
Tony has been a AA rated manager by Citywire. He is a member of the Albemarle Investment Committee and a consultant to the company and its clients. He holds the Investment Management Certificate of the Institute of Investment Management and Research and is a certified member of the Personal Finance Society.
James is a senior research analyst at Chelsea Financial Services and has a BA in War Studies from King's College London. Before joining Chelsea he worked in equity research for the institutional brokerage firm Redburn.
James has a passion for improving financial education and he wants to encourage more people to save and invest. He regularly writes about finance and is currently studying for the CFA level 3.
Ryan's journey to Chelsea came via a bond trading platform in the City, having finished his MSc Finance in 2014. He will be part of the Research team, working on the Asia, Global, Bonds and UK Equity Income sectors. Ryan has a diverse work experience - from Glyndebourne to Apple - and a similar wide array of hobbies, with skiing being his favourite, having raced at university and completed a season in the Italian Dolomites. Ryan is also an avid F1 follower and a big fan of football, cricket and rugby.