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Search ResultsShowing 1 - 10 of 33 results for "Rod Bristow"
Madison sale confirmed
JAMIE WILLIAMSON, KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... community and we're look forward to leading the group through this exciting period." Likewise, Clime chief executive Rod Bristow said he is delighted to welcome Madison and its adviser network. "Over nearly 25 years in operation, Clime has built trust ...
Clime courts Madison Financial Group
KANIKA SOOD  |  MONDAY, 11 MAY 2020
... a May completion for Madison's sale. In an interview with Financial Standard last year, Clime chief executive Rod Bristow said the firm was interested in acquiring other funds management businesses and advice practices. Clime already has a private ...
Clime launches new SMA portfolios
ALLY SELBY  |  FRIDAY, 6 MAR 2020
... fees. Clime got into the wealth advice industry in 2018; amid the Royal Commission, however Clime chief executive Rod Bristow said he wouldn't change a thing. "Stepping into private wealth advice at that time, there was a whole series of constraints ...
FPA calls for axe to fall on stamping fees
HARRISON WORLEY  |  WEDNESDAY, 29 JAN 2020
... vital to the provision of financial advice that Australians can trust and rely on." However Clime chief executive Rod Bristow has urged the industry to reconsider the debate, commenting that the discussion on conflicted remuneration has "devolved to ...
Clime launches new income fund
KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... with Bolouri adding that it may look at launching other products with Sequoia in the future. Clime chief executive Rod Bristow said the fund manager had not set a minimum raise. "We haven't done this sort of product before, so it is hard to say. ...
Clime ramps up private wealth
KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... investment products and lastly, acquisition opportunities as they arise" Clime Investment Management chief executive Rod Bristow told Financial Standard . "We are looking to add at least two to three advisers over the next few months to build out our ...
Former OneVue exec joins listed fund manager
ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... working with the Clime team to bring these products to new customers and markets," Karrasch said. Clime chief executive Rod Bristow said: "Clime has enhanced its investment offer and is actively investing in future growth through supporting financial ...
Clime taps retail market
KARREN VERGARA  |  THURSDAY, 11 APR 2019
... joins six other investment managers on OpenInvest, including Macquarie, Schroders and JBWere. Clime chief executive Rod Bristow said: "It's becoming quite evident that self-directed investors, and especially self-managed super fund (SMSF) trustees ...
Clime names distribution and private wealth lead
KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... [sic] as the head of financial advice and investments for about two years. Recently appointed Clime chief executive Rod Bristow said: "We're looking forward to Adam being part of our leadership team to deliver Clime's client-centric solutions." ...
Fund manager launches HNW advice
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... of financial consulting services to our wholesale and sophisticated clients." Recently appointed chief executive Rod Bristow said the private wealth business helps fill a gap in the market by offering an alternative to the large institutions for clients ...
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