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Showing 1 - 10 of 108 results for "Clime"

Clime Investment offloads SMA business

KARREN VERGARA | FRIDAY, 1 MAY 2026

Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA | MONDAY, 16 MAR 2026

Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

Clime names new chair

KARREN VERGARA | WEDNESDAY, 4 MAR 2026

Clime Investment Management has appointed a new chair who serves in several executive and board positions, including overseeing NESS Super. Paul Lahiff is the new independent non-executive chair of the ASX-listed firm effective immediately. Lahiff is ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON | WEDNESDAY, 25 FEB 2026

... Diana Mousina, who is an independent investment committee member, and former Madison Financial Group general manager and Clime Private Wealth lead Jaime Johns, serving as non-executive chair. Meanwhile, Fiduciary Partners was launched last year by former ...

Clime chair assumes investment role

KARREN VERGARA | MONDAY, 2 FEB 2026

Clime Investment Management's John Abernethy will assume an operational role to lead the investment team. Abernethy will become director of investments and remain a director of the company. Meanwhile, Leo Economides carries on as chief investment ...

Clime shutters two funds, offloads retail book

KARREN VERGARA | TUESDAY, 25 NOV 2025

Clime Investment Management is shuttering two funds, one of which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA | FRIDAY, 7 NOV 2025

... Bell Financial Group (BFG) has appointed its first chief investment officer, picking someone who recently finished up at Clime Investment Management. Will Riggall is the new investments chief, having ended his tenure at Clime in June after more than ...

ASIC confirms investigation into a Clime fund

KARREN VERGARA | FRIDAY, 31 OCT 2025

ASIC has commenced a preliminary investigation into the Clime Australian Income Fund. The corporate watchdog set the record straight, stating that it has commenced an investigation into the fund with respect to its compliance with the target market ...

Clime rebuffs media allegations

KARREN VERGARA | TUESDAY, 28 OCT 2025

Clime Investment Management has issued an ASX statement in response to a media report. Refer to the ASX statement here. An earlier version of this news article dated 28 October 2025 was removed due to factual inaccuracies. We apologise for the error ...

Clime gains ground on culture, business model reset

KARREN VERGARA | FRIDAY, 3 OCT 2025

Not done with pulling Clime Investment Management out of the red, managing director Michael Baragwanath's bold plans to turn the ship around entail a product and culture overhaul, and even giving away his short-term incentives (STI) to staff. After ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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