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Showing 1 - 10 of 50 results for "Clime Investment Management"

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 ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Clime Investment Management has acquired a Melbourne wealth management business for $7 million. The ASX-listed manager will acquire MTIS Wealth Management on July 1, adding about $380 million in funds under management to its pool and total gross revenues ...

Datt Capital lashes board nominees

JAMIE WILLIAMSON  |  THURSDAY, 5 MAY 2022
... opposes the individuals nominated by requisitioning shareholders to take on board positions, former Clime Investment Management directors Neil Schafer and Brett Spork. In what Datt Capital describes as an "opaque" decision and "red flag", Schafer was ...

Clime backs newly launched asset manager

JAMIE WILLIAMSON  |  THURSDAY, 31 MAR 2022
Clime Investment Management is entering a strategic partnership with a newly launched asset manager, led by former Kapstream Capital managing director Raymond Lee. Torica Capital is a fixed income and credit asset manager founded by Lee and former Xinja ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
Clime Investment Management's value and quality-based investing strategies pushed the group's performance well into the red in the half-year to December. The ASX-listed firm reported a $282,344 loss in investments, assets which were worth significantly ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
Clime Investment Management is finalising a major deal in exchange for a majority ownership in Ralton Asset Management and appointed a new chief investment officer to lead the strategy. Upon completing due diligence, Clime's transfer of $270 million ...

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... November 2021. Financial services firm listed in the report include Pinnacle Investment Management and Clime Investment Management, which received $1.2 million and $652,000 over two financial years respectively. Easton Investments received $819,000 ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

Clime continues to shed directors

KARREN VERGARA  |  TUESDAY, 28 SEP 2021
Two more Clime Investment Management directors have abruptly exited less than one year after they were appointed to the board. Peter Beaumont and Brett Spork were appointed as non-executive directors in October 2020 but have left the ASX-listed firm ...

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
... after it was acquired, Madison Financial Group has helped boost the performance of parent company Clime Investment Management. Madison, which Clime acquired in June 2020, contributed $3.6 million to the group's FY21 revenue. Madison now has $3.8 billion ...
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