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Showing 1 - 10 of 86 results for "Clime"

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... 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 avoids board spill

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
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 ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... 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 ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... 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 IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
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 ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... 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 ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... 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 ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
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 outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
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 profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
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 ...
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