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Showing 11 - 20 of 45 results for %22Clime Direct%22

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
One year 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 ...

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 ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
... access to MLC's professionally managed, portfolio construction services." The appointments come after MLC appointed former Clime head of investments Anthony Golowenko as a portfolio manager in the multi-asset capital markets research team.

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... our operating rhythm," Clime said. The outcomes of the project include the automation of the renewal process for Clime Direct subscribers, launching an open wholesale advice solutions for Madison Financial Group clients and implementing integrated business ...

Former Clime chief in new role

ANNABELLE DICKSON  |  THURSDAY, 11 MAR 2021
After leaving Clime Investment Management abruptly in November, the former chief executive has taken on a new role at an early-stage investment firm. Rod Bristow has been appointed as chief executive of Investible, having been in the role at Clime since ...

Clime, Bristow to face court

ELIZABETH MCARTHUR  |  FRIDAY, 5 MAR 2021
The unfair dismissal claim brought by Clime Investment Management's former chief investment officer against the firm and its former chief executive has progressed, with a hearing now scheduled for August. Clime Investment Management and Rod Bristow ...

Clime appoints joint interim chief executives

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
Clime Investment Management has confirmed its newly appointed chair and non-executive director as interim co-chief executives following the resignation of Rod Bristow. Clime chair Neil Schafer and non-executive director Brett Spork have stepped up to ...

Clime to wind up Australian value fund

KANIKA SOOD  |  TUESDAY, 17 NOV 2020
The 14-year-old fund is headed for the door as asset growth falters. The Clime Australian Value Fund was set up in 2006 (wholesale units followed in 2011) and had $79 million in total assets at June end. It targeted capital growth and a growing level ...

Clime chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
The chief executive of Clime Investment Management has resigned with immediate effect. Rod Bristow had been in the position since September 2018, having joined from Macrovue. Bristow oversaw significant growth for the company, including the $5 million ...