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Showing 1 - 4 of 4 results for "Clime Direct"

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... our operating rhythm," Clime said. The outcomes of the project include the automation of the renewal process for Clime Direct subscribers, launching an open wholesale advice solutions for Madison Financial Group clients and implementing integrated business ...

Clime chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
The chief executive of Clime Investment Management has resigned with immediate effect. Rod Bristow had been in the position since September 2018, having joined from Macrovue. Bristow oversaw significant growth for the company, including the $5 million ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
... amount of wealth they want to actually invest and manage their financial future. "So having a technology solution like Clime Direct actually made sense. Whilst it was originally just a subscription model; a virtual portfolio, now they can take advantage ...

Clime director steps down

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
One of the directors of listed fund manager Clime Investment Management has retired from their role. Finance director and 25-year industry veteran Richard Proctor stood down from his director responsibilities on 21 June. He continues in his role as ...
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