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Showing 51 - 60 of 78 results for "Clime Investment Management"

Further board changes at Clime

ELIZA BAVIN  |  TUESDAY, 20 OCT 2020
Clime Investment Management has announced a board resignation and two new appointments after welcoming a new chair earlier this month. Allyn Chant has resigned from the board as non-executive director, with Peter Beaumont and Brett Spork appointed as ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
Clime Investment Management appointed Mercer as an investment adviser to support its managed account portfolios. Mercer will be supporting Clime with strategic and dynamic asset allocation advice and assisting in selecting managers for the managed fund ...

Clime names new chair

ANNABELLE DICKSON  |  FRIDAY, 2 OCT 2020
Clime Investment Management has appointed a new chair following the resignation of Donald McLay. Neil Schafer has been appointed to the role, having been on Clime's board for over 10 years. With extensive experience in financial services, Schafer is ...

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 ...