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Showing 11 - 20 of 65 results for "Clime Investment Management"

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... spokesperson from Insignia told Financial Standard. In the deal with PDG, Madison's parent company Clime Investment Management will gain a 10% stake equivalent to $400,000 in Service Co and provide commercial services for an initial two-year period. ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
TIP Group and Clime Investment Management have joined forces to provide a financial education program that utilises the expertise of financial advisers. The two ASX-listed firms launched My Financial Fitness, which provides subscribers with online content ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
Clime Investment Management said it will increase investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
Clime Investment Management's statutory net profit after tax (NPAT) slid 47% on the back of integration costs and investors won't receive an interim dividend, as it plans for more M&A activity. Clime's NPAT has slid to $236,000 from $445,000 in its ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
Clime Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset ...

Boutique takes over Mason Stevens fund

JAMIE WILLIAMSON  |  FRIDAY, 3 JUN 2022
... entity of the fund. Fixed income and credit manager Torica Capital launched in March with backing from Clime Investment Management. The boutique was founded by former Kapstream Capital managing director Raymond Lee and former Mason Stevens senior portfolio ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Clime Investment Management has acquired a Melbourne wealth management business for $7 million. The ASX-listed manager will acquire MTIS Wealth Management on July 1, adding about $380 million in funds under management to its pool and total gross revenues ...

Datt Capital lashes board nominees

JAMIE WILLIAMSON  |  THURSDAY, 5 MAY 2022
... opposes the individuals nominated by requisitioning shareholders to take on board positions, former Clime Investment Management directors Neil Schafer and Brett Spork. In what Datt Capital describes as an "opaque" decision and "red flag", Schafer was ...

Clime backs newly launched asset manager

JAMIE WILLIAMSON  |  THURSDAY, 31 MAR 2022
Clime Investment Management is entering a strategic partnership with a newly launched asset manager, led by former Kapstream Capital managing director Raymond Lee. Torica Capital is a fixed income and credit asset manager founded by Lee and former Xinja ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
Clime Investment Management's value and quality-based investing strategies pushed the group's performance well into the red in the half-year to December. The ASX-listed firm reported a $282,344 loss in investments, assets which were worth significantly ...