Former YBR wealth exec joins Clime IM

Clime Investment Management has appointed Yellow Brick Road’s former general manager, wealth, Adam Youkhana, as its new general manager, private wealth and distribution.

Prior to his role at YBR, Youkhana was head of financial advice and investments at NAB Private Wealth. In his new role, he would lead the client-facing functions of Clime group.

Chief executive officer, Rod Bristow, said the team was fortunate to have an executive of Youkhana’s capability join the business and lead the client-facing teams.

“As the wealth management market rapidly evolves due to changing capital and regulatory requirements, Clime is uniquely positioned to be able to capitalise on those opportunities,” he said. “We’re looking forward to Adam being part of our leadership team to deliver Clime’s client-centric solutions.”




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