ANNICK DONAT
Funds management
Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs....
Funds management
Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat....
Funds management
As Annick Donat announces she will step down as group CEO from Clime Investment Management, Money Management takes a look back at the M&A moves made by the firm during he...
Financial planning
Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million....
Financial planning
Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year....
People & Products
Clime Investment Management has announced the appointment of Jaime Johns as the general manager of Madison Financial Group, effective immediately....
People & Products
Madison Financial chief executive, Annick Donat has been appointed the new chief executive of Madison parent company, Clime Investment Management Limited....
Financial planning
The sale of Madison Financial Group to Clime Asset Management is complete but OneVue will have to continue haggling with a major Chinese Sargon creditor....
Financial planning
Fintech firm, Sargon Adviser Services has announced the rebrand of its wholly owned subsidiary, Madison Financial Group to Sargon Adviser Services....
Policy & Regulation
Industry experts told Money Management and Super Review’s Future of Wealth Management conference that while changes from the Royal Commission are welcomed, the regulators...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...