Search Results | Showing 1 - 10 of 86 results for "Clime" |
| | ... diversified portfolios more effectively." The data was collected from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium. |
| | | Clime Investment Management has avoided a board spill that was brought about by its former chair and a substantial shareholder. Major shareholder Torres Industries, which is associated with former Clime chair Don McLay, attempted to oust directors John ... |
| | | ... honoured for her work in finance and banking and as a mentor and director. She is currently a non-executive director at Clime Capital and chair of Women in Banking and Finance. Several leaders in wealth management received an OAM, which honours service ... |
| | | ... Services and CCSL for $45 million. It also took over Madison Financial Group from PHAROS Financial Group (which is now owned by Clime Investment Management). In 2019, Sargon announced plans to provide superannuation administration services. Everything ... |
| | | Clime Investment Management is recalibrating to become a full-service private wealth business, anticipating a rise in advisory fee revenues as it contends with a decline in funds under management (FUM). Last week, the ASX-listed wealth company reported ... |
| | | ... million non-cash amortisation and depreciation charges. It posted a profit of $98,490 in FY22. MTIS, which is now part of Clime Private Wealth, contributed $2.7 million in revenue and $530,000 to the group's pre-tax profit. Clime Private Wealth saw ... |
| | | ... ownership to the advisers while retaining a small stake. "Insignia Financial has had no involvement in discussions with Clime. As announced on July 27, Insignia Financial expects to return ownership of Godfrey Pembroke Limited to advisers and retain ... |
| | | TIP Group and Clime Investment Management have joined forces to provide a financial education program that utilises the expertise of financial advisers. The two ASX-listed firms launched My Financial Fitness, which provides subscribers with online content ... |
| | | Clime Investment Management said it will increase investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under ... |
| | | Clime Investment Management's statutory net profit after tax (NPAT) slid 47% on the back of integration costs and investors won't receive an interim dividend, as it plans for more M&A activity. Clime's NPAT has slid to $236,000 from $445,000 in its ... |
|