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Showing 1 - 4 of 4 results for "CPW"

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... Private Wealth brand once the deal finalises, which is expected to be by March 31. Clime Advice operates Clime Private Wealth (CPW) and MTIS Wealth Management (MTIS). The transaction does not include Clime Private Wealth (QLD), which is 50% owned by ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... private wealth businesses are Clime Private Wealth, MTIS Wealth Management and Investment Strategists Accounting Services. CPW and MTIS operate under the Clime Advice's AFSL. Last October, Clime acquired an additional 20% interest in James Street ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... better utilising our current products and solutions," it said. Clime's private wealth offering - Clime Private Wealth (CPW) and MTIS Wealth Management are in the process of fully integrating with CPW Queensland now being fully consolidated. This ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... opportunity to grow this further," Clime said. "We have also focused on improving our product range with the integration of CPW and MTIS with the broader Clime operations gaining momentum." Clime expects the benefits of the integration to be "forthcoming ...
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