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Showing 21 - 30 of 45 results for "Clime Investment Management"

Madison sale confirmed

JAMIE WILLIAMSON, KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
Madison Financial Group is set to be owned by Clime Investment Management, after a share sale deed was signed yesterday, as first reported by Financial Standard early this morning. OneVue this morning said the sale includes Madison Financial Group ...

Clime buys Madison Financial Group

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUN 2020
... Tuesday evening, with the buyer paying $4.5 million to $5 million, Financial Standard understands. Clime Investment Management will be the new owner of Madison Financial Group, which is home to 103 advisers. Madison's advisers service about 30,000 ...

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
Sydney's Clime Investment Management has emerged as a bidder for Madison Financial Group, which is currently in the process of being sold by OneVue. Madison, which is home to about 100 advisers, was previously owned by Sargon Capital but fell into ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
Clime Investment Management has launched four new separately managed account portfolios to help diversify self-directed investors' wealth amid skyrocketing volatility. Investors can now access Clime's balanced (35% defensive, 65% growth), growth ...

Clime launches new income fund

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%. The Clime Income Enhancer Series 1 fund will invest in four shares: Macquarie, Rio Tinto, Treasury Wines and BHP. "If any of these ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
Clime Investment Management is looking to hire more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has ...

Former OneVue exec joins listed fund manager

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... joined an ASX-listed investment manager. Stephen Karrasch has been appointed as head of distribution at Clime Investment Management. Karrasch served as OneVue's head of distribution, platform services from May 2016 to December 2018. It was his second ...

Clime taps retail market

KARREN VERGARA  |  THURSDAY, 11 APR 2019
Clime Investment Management is expanding its reach to self-directed investors by adding four portfolios to an online platform. OpenInvest now hosts Clime's defensive income, sustainable income, robust growth and maximum growth portfolios on its ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... Channel has been hiring with that profile in mind for some time. Chanique was a funds director at Clime Investment Management and worked in equity derivatives sales before that. In January 2018, it hired Byron Slessar who was a retail sales director ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
Clime Investment Management appointed Adam Youkhana as general manager of private wealth and distribution, a newly created role to lead the client-facing functions of the group. Youkhana was most recently the general manager of wealth at ASX-listed ...