CLIME INVESTMENT MANAGEMENT

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...

Funds management

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

Financial planning

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 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

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

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

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 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 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

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

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People & Products

Clime Investment Management has announced the appointment of Jason Gapps as national practice manager at Madison Financial Group. ...

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People & Products

Anthony Golowenko has been appointed as portfolio manager for the multi-asset capital markets research team....

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People & Products

Donald McLay as resigned as chair of Clime Investment Management and will be replaced by Neil Shafer....

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Financial planning

Clime Investment Management has emerged as the buyer of Madison. ...

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Funds management

Clime Investment Management has announced the launch of separately managed account investment portfolios for self-directed investors....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago