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Showing 61 - 70 of 109 results for "Clime"

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 ...

OneVue scores admin mandate

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... manager operations and enterprise services Sarah Kelher said. In a separate update, this morning it said Madison's sale to Clime has been completed as Taiping Trustees gives it consent. But OVH and Taiping will continue to fight over the proceeds and ...

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
... Financial Group was finalised 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 ...

IRESS advances surprise bid for OneVue

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... owned financier that is a creditor of Sargon Capital Pty Ltd, or alternatively a court order to permit the sale," OVH said. Clime Asset Management previously confirmed it was bidding for Madison. CIW's shares were in a trading halt this morning, with ...

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 ...

FPA calls for axe to fall on stamping fees

HARRISON WORLEY  |  WEDNESDAY, 29 JAN 2020
... in their best interests, is vital to the provision of financial advice that Australians can trust and rely on." However Clime chief executive Rod Bristow has urged the industry to reconsider the debate, commenting that the discussion on conflicted remuneration ...

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 ...