Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 59 results for "Clime Investment Management"

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

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 ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... 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 came undone for Sargon in ...

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 FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... spokesperson from Insignia told Financial Standard. In the deal with PDG, Madison's parent company Clime Investment Management will gain a 10% stake equivalent to $400,000 in Service Co and provide commercial services for an initial two-year period. ...

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 ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
Clime Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset ...

Boutique takes over Mason Stevens fund

JAMIE WILLIAMSON  |  FRIDAY, 3 JUN 2022
... entity of the fund. Fixed income and credit manager Torica Capital launched in March with backing from Clime Investment Management. The boutique was founded by former Kapstream Capital managing director Raymond Lee and former Mason Stevens senior portfolio ...
PAGE:
1
PREVIOUS
NEXT