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Showing 1 - 10 of 23 results for "Annick Donat"

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... between the firms, and they have an outstanding track record of supporting financial advisers," Clime chief executive Annick Donat said. She added that the two groups will work closely together to ensure a smooth transition, including using Infocus' ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... 50% owned by Clime. It will also provide advice-related services to self-licensed advisers. Clime chief executive Annick Donat said: "The agreement between Madison and PDG represents a significant opportunity for our advisers to build a peer-led community. ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... literacy and confidence. Helping plan for their future is too important a goal to just ignore," Clime chief executive Annick Donat said. "The aim of My Financial Fitness will be to bring qualified, professional advisers into a forum that is more accessible ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... their client to achieve their financial aspirations, which aligns with our company values," Clime chief executive Annick Donat said. The transaction also presents new opportunities to Clime, she added. This acquisition follows Clime's purchase of Ralton ...

Clime backs newly launched asset manager

JAMIE WILLIAMSON  |  THURSDAY, 31 MAR 2022
... management of their funds in what will be a volatile environment over the coming period," Lee said. Clime chief executive Annick Donat said the firm is delighted with the partnership. "The team's experience and reputation in the fixed income sector provides ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... value-style investments was trumped by a rotation to lower quality, cyclical components of the market, chief executive Annick Donat said. "The board is of the opinion that Clime's focus on quality and value will deliver strong returns over the medium ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... The joint venture will be led by Ralton chief investment officer and co-founder Will Riggall. Clime chief executive Annick Donat said the partnership will help increase Clime's SMA market share. Assets for Clime's SMA business stood at $99 million ...

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
... revenue. Madison now has $3.8 billion in funds under advice and $45 million of in-force premiums. Chief executive Annick Donat said despite the legislative challenges, Madison met its FY21 profit targets. "Throughout the integration of Madison into Clime ...

Clime wants director removed

KARREN VERGARA  |  TUESDAY, 3 AUG 2021
... chief executive Rod Bristow left abruptly in November, while Spork and Schafer acted as interim co-chiefs prior to Annick Donat taking the top job. The EGM statement reads: "That, in accordance with section 203D of the Corporations Act and for all other ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... said: "I'm excited to join Madison and the broader Clime Group, with the strength of the leadership team including Annick Donat, Jaime Johns & John Abernethy being instrumental in my decision. Good financial advice is a critical service that I believe ...
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