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Showing 1 - 10 of 13 results for "WealthPortal"

Clime names acting managing director

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... job, having a led a significant restructure including the recent sale of Madison and the managed accounts platform WealthPortal. "Throughout this time, we have navigated an evolving market landscape, and I am proud of the resilience and dedication our ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... underwent a significant restructure, including the most recent sale of Madison and the managed accounts platform WealthPortal to Infocus for $2 million. It flagged intentions to just focus on private wealth. In late 2021, Clime entered an agreement to ...

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 outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... accounts (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its WealthPortal platform. Despite an overall increase in profits, Clime's IMAs dropped 2.3% from $526 million to $514 million, as well as ...

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
... mandates. Funds under advice were $3.1 billion (up $207 million from December quarter). Funds under administration for WealthPortal fell by $3 million to $834 million, while insurance premiums under advice fell $24 million to $46 million.

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... acquisition of Madison Financial Group. The investment 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 ...

Madison sale confirmed

JAMIE WILLIAMSON, KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... Financial Standard early this morning. OneVue this morning said the sale includes Madison Financial Group, AdviceNet, WealthPortal, Proactive Portfolios for a total expected consideration of $5 million. Of this, $2.5 million is subject to a two-year ...

Madison advisers loyal amid sale

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... group's numbers on behalf of OneVue. Madison's sale includes the advice group, but also three other businesses WealthPortal, AdviceNet and ProActive Portfolios. The three companies cover wealth management, licensing and compliance. Madison's ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... acquired Madison in April 2018 from PHAROS Financial Group, with the licensee, Madison's OneVZue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios all included ...

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
... administration business to SuperConcepts, and divested three business units: responsible entity, investment management and WealthPortal. It acquired two others: KPMG Superannuation Member Administration and No More Practice Education. OneVue managing ...
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