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CLIME
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
Clime Investment Management has acquired a Melbourne-based wealth management firm for $7 million after committing to increase its adviser network....
Financial planning
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
Shareholders at Clime Investment Management have voted to remove former chair Neil Schafer from his position as a director at the firm....
Financial planning
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
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
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
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 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 ...
People & Products
Donald McLay as resigned as chair of Clime Investment Management and will be replaced by Neil Shafer....
Funds management
One listed financial stock has demonstrated a spectacular turnaround to report 230% returns after seeing losses of 69% earlier this year. ...
Funds management
Clime Investment Management has announced the launch of separately managed account investment portfolios for self-directed investors....
Funds management
Clime Investment Management has posted a 25% growth in total gross funds under management to $1.02 billion....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...