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Showing 1 - 10 of 38 results for %22Clime Capital%22

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... honoured for her work in finance and banking and as a mentor and director. She is currently a non-executive director at Clime Capital and chair of Women in Banking and Finance. Several leaders in wealth management received an OAM, which honours service ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... Services and CCSL for $45 million. It also took over Madison Financial Group from PHAROS Financial Group (which is now owned by Clime Investment Management). In 2019, Sargon announced plans to provide superannuation administration services. Everything ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
Clime Investment Management's statutory net profit after tax (NPAT) slid 47% on the back of integration costs and investors won't receive an interim dividend, as it plans for more M&A activity. Clime's NPAT has slid to $236,000 from $445,000 in its ...

Boutique takes over Mason Stevens fund

JAMIE WILLIAMSON  |  FRIDAY, 3 JUN 2022
... remains the responsible 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 ...

Datt Capital lashes board nominees

JAMIE WILLIAMSON  |  THURSDAY, 5 MAY 2022
... to 10% of Selfwealth, 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 ...

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 ...

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
... disclosed up until 30 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 ...

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 ...

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
... 2020. Ralton's co-founder Will Rigall has bought back the firm from 360 Capital and signed a strategic collaboration with Clime Investment Management. Alongside exiting the listed equities business, 360 Capital has started a formal sales process for ...
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