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Showing 1 - 2 of 2 results for "James Street Wealth"

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... leader of cash operations at Ord Minnett. In the last few months, Clime also restructured its investment in James Street Wealth, with its 30% ownership transferred to the founder under a structured financing arrangement. Clime retains a 20% interest. ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... MTIS operate under the Clime Advice's AFSL. Last October, Clime acquired an additional 20% interest in James Street Wealth to own 50% of it. James Street Wealth, which trades as Clime QLD, provides retail financial advice and targeted solutions to ...
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