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Showing 1 - 10 of 20 results for "Annick Donat"

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 ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
The head of advice at Madison Financial Group has been promoted to general manager in a newly created role. Jaime Johns takes on the new role after leading the advice unit for two years. She joined the group as national manager of advice and business ...

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
Madison Financial Group's Annick Donat has been appointed the chief executive of Clime Investment Management. She will commence in the role on 1 May 2021. Donat was most recently the chief executive of Madison for over three years, before it was ...

Madison sale confirmed

JAMIE WILLIAMSON, KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... million. Total gross revenue is about $34 million, according to Clime filings. Under the deal, Madison chief executive Annick Donat will join the Clime executive team and continue to lead Madison. Madison said its advisers will benefit significantly ...
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