Search ResultsShowing 1 - 10 of 20 results for "Clime Investment Management"
Clime ramps up private wealth
KANIKA SOOD  |  TUESDAY, 2 JUL 2019
Clime Investment Management is looking to hire more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has ...
Former OneVue exec joins listed fund manager
ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... an ASX-listed investment manager. Stephen Karrasch has been appointed as head of distribution at Clime Investment Management. Karrasch served as OneVue's head of distribution, platform services from May 2016 to December 2018. It was his second time with ...
Clime taps retail market
KARREN VERGARA  |  THURSDAY, 11 APR 2019
Clime Investment Management is expanding its reach to self-directed investors by adding four portfolios to an online platform. OpenInvest now hosts Clime's defensive income, sustainable income, robust growth and maximum growth portfolios on its ...
Channel Capital head of retail departs
KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... Channel has been hiring with that profile in mind for some time. Chanique was a funds director at Clime Investment Management and worked in equity derivatives sales before that. In January 2018, it hired Byron Slessar who was a retail sales director ...
Clime names distribution and private wealth lead
KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
Clime Investment Management appointed Adam Youkhana as general manager of private wealth and distribution, a newly created role to lead the client-facing functions of the group. Youkhana was most recently the general manager of wealth at ASX-listed ...
SMSF investment platform begins, announces senior hire
DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
... Shaw and Partners; SG Hiscock; JBWere; InvestSense (in collaboration with Magellan and PIMCO); and Clime Investment Management. The managers will provide content explaining their thoughts on key issues influencing investment decisions. OpenInvest believes ...
Fund manager launches HNW advice
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
An ASX-listed fund manager has officially launched into the high-net-worth advice market. Clime Investment Management is now offering tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It ...
Former licensee chief to lead fund manager
JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
... chief executive of a financial advice dealer group will now lead an $855 million investment manager. Clime Investment Management has appointed Rod Bristow to the newly-created role of group chief executive. Bristow served as chief executive and managing ...
WAM LIC appoints director
KARREN VERGARA  |  THURSDAY, 8 MAR 2018
... investment company Watermark Global Leaders (WGF) as a director last week. Abernethy, the founder of Clime Investment Management, replaced WGF chair Rohan Hedley, who decided to step down to avoid conflicts associated with the launch of a new asset management ...
Watermark LIC chair resigns to launch new business
ALEX BURKE  |  THURSDAY, 1 MAR 2018
... since then the board has been searching for a replacement director and chair. In Hedley's stead, Clime Investment Management founder John Abernethy will join WGF's board as a director. In addition to spearheading Clime, Abernethy was previously head ...
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