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Showing 1 - 10 of 29 results for %22Ralton Asset Management%22

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... increase in revenue to $15.4 million. MTIS Wealth Management, Investment Strategists Accounting Services and Ralton Asset Management helped boost the ASX-listed group's top line over the period. However, the group made a $1.9 million net loss as ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... second half FY23, and strongly into FY24. Last year, Clime acquired MTIS Wealth Management (MTIS) and Ralton Asset Management ; it said both acquisitions are in line with its strategic growth objective. It also formed strategic alliances with Marcus ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
... portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset Management SMA service. It will also provide licensing services. "The strategic alliance will identify and offer mutually beneficial services ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... transaction also presents new opportunities to Clime, she added. This acquisition follows Clime's purchase of Ralton Asset Management and also its strategic partnership with recently launched boutique Torica Funds Management.

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... the broader industry experiencing a rapid decline. On February 24, Clime finalised its 75% ownership of Ralton Asset Management. This created a $330 million managed accounts service split into four products which Donat said have outperformed the relevant ...

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 ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... 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 joint venture will ...

360 Capital bids for property fund manager

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
... to buy its assets in IAP's portfolio. 360 Capital recently wound up its Active Value Fund and sold Ralton Asset Management. The Active Value Fund was launched in November 2019. Ralton AM was also a recent investment for 360 Capital, purchasing the ...

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
ASX-listed 360 Capital has wound up its Active Value Fund and sold Ralton Asset Management, as it exits listed equities. The move follows TGP's decision to focus on higher-margin private equity business. The Active Value Fund was launched in November ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... equities) and Artisan Partners (Global small and mid-cap equities). Earlier this year, it sold its stake in Ralton Asset Management which focused on SMAs to ASX-listed 360 Capital as the latter looked to build out its equities capabilities.
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