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Showing 1 - 8 of 8 results for "Clime Group"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | FRIDAY, 5 JUN 2026

... Centrepoint Group (-3). Several licensee owners down by two, including Evans Dixon, Rhombus Enterprises, Macquarie Group, Clime Group and the Mancell Family Trust (FYG Planners). A tail of 23 licensee owners was down by net one each.

Clime chair assumes investment role

KARREN VERGARA | MONDAY, 2 FEB 2026

... embedded directly into portfolio construction, asset allocation, and direct client engagement," he said. Founding Clime Group in 1995, Abernethy was appointed chair in April 2021 after the exit of Neil Schafer. Around the same time, Annick Donat was ...

Clime investments chief resigns

KARREN VERGARA | MONDAY, 1 SEP 2025

... our Private Wealth business. We are now attracting both new advisers and medium-sized business owners to join the 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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Editor's Choice

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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