Search Results | Showing 1 - 10 of 15 results for "WealthPortal" |
| | | ... million investment management mandate. As previously reported by Financial Standard, Madison Financial Group and WealthPortal were divested in June; funds under advice associated with these entities are no longer reported. Clime chair John Abernethy ... |
| | | | ... FY25. During the quarter, Clime finalised its divestment of Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's former separately ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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