The research team
FundCalibre uses AlphaQuest, a proprietary quantitative screening tool, which analyses fund and market data. It then combines these results with with Chelsea’s hands on, interview-led fund research, to award its Elite Rating.
FundCalibre is an authorised representative of Chelsea Financial Services and is authorised and regulated by the Financial Conduct Authority.
Darius has clocked up more than twenty years within the industry, all of which have been spent with Chelsea Financial Services. He is Chelsea’s 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.
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 newspaper finance sections.
Juliet Schooling Latter
Juliet has been at Chelsea for around 20 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 Selection and Core Selection lists, which are featured in the highly subscribed Viewpoint magazine. She also compiles a fund review, covering more than 400 funds, features regularly in the trade and national press, and is on the judging panel for a number of industry fund awards.
Tony Yousefian began his career in financial services in 1982. He has been involved in discretionary investment management for both private client portfolios and funds, as an analyst and fund manager, since 1987. In 2003, as the CIO of OPM Fund Management Ltd, Tony founded and managed the OPM range of multi-manager, multi-asset funds, before the company was acquired in April 2013.
Tony is a consultant at FundCalibre. He is also a portfolio manager at Suffolk-based Beckett Asset Management, helping to manage its discretionary fund management service.
James is a senior research analyst at Chelsea Financial Services and has a BA in War Studies from King’s College London. At university he was a keen chess and poker player. 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 CFA charterholder.
Ryan’s journey to Chelsea came via a bond trading platform in the City, having finished his MSc Finance in 2014. He is a research analyst, specialising in Asia, global, bonds, UK equity income and ethical investing sectors. Ryan has 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.
Chris joined FundCalibre in February 2019. His career in financial services began as a journalist for Incisive Media, writing for its multi-manager publication between 2005 and 2007. He then joined Money Marketing and won ‘Headlinemoney Investment trade journalist of the year’ in 2008.
Most recently, Chris was senior research consultant at CoreData Research, managing a number of large projects for global asset managers. He is now responsible for investment trust and multi-asset fund research for FundCalibre.
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.