Clime Investment Management

Funds management

Clime IM appoints acting MD after Donat’s exit

Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat....

Funds management

Clime IM’s wealth management M&A spree

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...

Funds management

Clime Investment Management group CEO to depart

Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years....

Financial planning

Infocus completes Madison deal to create $17bn licensee

Licensee Infocus Wealth Management has announced it has completed the acquisition of Madison Financial Group, increasing its adviser number to more than 200....

Funds management

Clime seeks to boost profitability with TIP tie-up

Clime Investment Management has entered into negotiations about a strategic business alliance with listed investment house Teaminvest Private Group in a move to return th...

Funds management

The winners and losers in funds management in 2023

Platinum Asset Management and Clime Investment Management have both seen steep downturns in their share prices this year, while Magellan is set to end a difficult year in...

People & Products

Clime welcomes new CFO

The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...

People & Products

Clime announces new strategic alliance

Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through ...

People & Products

Clime and TIP Group launch financial education program

Clime Investment Management and TIP Group have partnered to launch My Financial Fitness, a new online financial education program aimed to strengthen Australians’ self-ma...

Funds management

Clime Capital seeks M&A opportunity amid industry consolidation

Clime Capital has indicated it could take up new M&A opportunities this year as the firm opts to hold onto cash rather than pay an interim dividend....

Financial planning

Clime commits to increasing adviser network

Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year....