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Showing 21 - 30 of 109 results for "Clime"

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
Clime Investment Management chief executive Annick Donat is exiting shortly after the ASX-listed firm announced an overhaul of its business model. Donat said she decided to step down after three years in the top job. Her final day is July 31. Before ...

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
Clime Investment Management has completed the sale of Madison Financial Group after entering a strategic partnership with Infocus Wealth Management. The parties previously entered a full form binding sale deed to implement the sale and strategic partnership ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... diversified portfolios more effectively." The data was collected from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium.

Clime avoids board spill

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
Clime Investment Management has avoided a board spill that was brought about by its former chair and a substantial shareholder. Major shareholder Torres Industries, which is associated with former Clime chair Don McLay, attempted to oust directors John ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... honoured for her work in finance and banking and as a mentor and director. She is currently a non-executive director at Clime Capital and chair of Women in Banking and Finance. Several leaders in wealth management received an OAM, which honours service ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... Services and CCSL for $45 million. It also took over Madison Financial Group from PHAROS Financial Group (which is now owned by Clime Investment Management). In 2019, Sargon announced plans to provide superannuation administration services. Everything ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
Clime Investment Management is recalibrating to become a full-service private wealth business, anticipating a rise in advisory fee revenues as it contends with a decline in funds under management (FUM). Last week, the ASX-listed wealth company reported ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... million non-cash amortisation and depreciation charges. It posted a profit of $98,490 in FY22. MTIS, which is now part of Clime Private Wealth, contributed $2.7 million in revenue and $530,000 to the group's pre-tax profit. Clime Private Wealth saw ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... ownership to the advisers while retaining a small stake. "Insignia Financial has had no involvement in discussions with Clime. As announced on July 27, Insignia Financial expects to return ownership of Godfrey Pembroke Limited to advisers and retain ...