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Showing 1 - 5 of 5 results for "Clime Group"

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... "Madison FG and PDG share a similar operating ethos and cultural alignment in relation to the advice profession. The Clime Group look forward to working closely with the team at PDG and strongly believe that advisers from outside our groups will be attracted ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... with MTIS, the full acquisition of Ralton, and the strategic alliances with Torica and Marcus Today, positions the Clime Group to provide high quality, diversified investment solutions across market segments," it concluded.

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... team, and we are thrilled to welcome him aboard," she said. Gapps 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. ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... manager initiated its Project Streamline by consolidating Madison, WealthPortal, ProActive Portfolios and AdviceNet into Clime Group. In addition, Clime has commenced replacing seven of its SMAs with ProActive's portfolios and taken steps to reduce duplicated ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... multi-asset managed account portfolios which use Clime's equities team to manage the equities component of the portfolios. Clime Group chief executive Rod Bristow said Clime is excited to be partnering with Mercer. "When combined with Mercer's global ...
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