Clime

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...

Financial planning

Clime to divest Madison in $2m sale

Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million....

Financial planning

Clime acquires Melbourne wealth manager

Clime Investment Management has acquired a Melbourne-based wealth management firm for $7 million after committing to increase its adviser network....

Financial planning

Clime NPAT rises 473% in FY21

Clime Investment Management has reported a net profit after tax of $2.2 million, a rise of 473% on the previous year, while the acquisition of Madison has helped it see a...

People & Products

Former chair ousted from Clime board

Shareholders at Clime Investment Management have voted to remove former chair Neil Schafer from his position as a director at the firm....

Financial planning

Clime facing shareholder pressure for director dismissal

Shareholders at Clime are calling for the dismissal of director Neil Schafer, who served as co-chief executive prior to the appointment of Annick Donat. ...

Funds management

Clime reports 'material increase' in profit

The improved result means it will see an increased fully franked dividend, with funds under management and advice rising to $5.1 billion....

People & Products

Madison Financial names new GM

Clime Investment Management has announced the appointment of Jaime Johns as the general manager of Madison Financial Group, effective immediately....

People & Products

Annick Donat named new CEO of Clime

Madison Financial chief executive, Annick Donat has been appointed the new chief executive of Madison parent company, Clime Investment Management Limited....

Financial planning

Clime streamlines, tightens belt

Clime Investment Management is in the process of replacing seven of its separately managed account as it looks to streamline and consolidate arrangements around recent ac...

Funds management

Clime beds down interim joint CEO arrangements

Clime chairman Neil Schafer and his fellow director Brett Spork will be paid $11,000 a month to be joint chief executives of the company as it continues its search for a ...