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Showing 1 - 10 of 45 results for "Clime Investment Management"

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
Clime Investment Management is finalising a major deal in exchange for a majority ownership in Ralton Asset Management and appointed a new chief investment officer to lead the strategy. Upon completing due diligence, Clime's transfer of $270 million ...

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... November 2021. Financial services firm listed in the report include Pinnacle Investment Management and Clime Investment Management, which received $1.2 million and $652,000 over two financial years respectively. Easton Investments received $819,000 ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

Clime continues to shed directors

KARREN VERGARA  |  TUESDAY, 28 SEP 2021
Two more Clime Investment Management directors have abruptly exited less than one year after they were appointed to the board. Peter Beaumont and Brett Spork were appointed as non-executive directors in October 2020 but have left the ASX-listed firm ...

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
... after it was acquired, Madison Financial Group has helped boost the performance of parent company Clime Investment Management. Madison, which Clime acquired in June 2020, contributed $3.6 million to the group's FY21 revenue. Madison now has $3.8 billion ...

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
... co-founder Will Rigall has bought back the firm from 360 Capital and signed a strategic collaboration with Clime Investment Management. Alongside exiting the listed equities business, 360 Capital has started a formal sales process for its digital infrastructure ...

Clime ousts Schafer

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Clime Investment Management executive Neil Schafer has been removed from the company by an overwhelming majority of votes. At the extraordinary general meeting on August 6, about 95% or 37.54 million shareholders voted in favour of removing Schafer ...

Clime wants director removed

KARREN VERGARA  |  TUESDAY, 3 AUG 2021
The chair of Clime Investment Management and one of its shareholders are calling for the removal of long-serving executive Neil Schafer. Clime has scheduled an extraordinary general meeting on August 6, putting forth a resolution to shareholders to ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... Group has appointed a former financial adviser as its new national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known as Hillross-Consilium. ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... Planning. She also worked at ING, AXA, Bendigo and Adelaide Bank, Genesys Wealth and AMP. ASX-listed Clime Investment Management acquired Madison in June 2020. At the time, Madison had about 100 advisers with $3 billion in funds under advice and total ...
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