Clime launches HNW planning business

22 November 2018
| By Mike |
image
image
expand image

Publicly-listed financial services group, Clime Investment Management Ltd has announced the launch of a financial planning business specifically targeting high net worths – Clime Private Wealth.

The company said the new business arm would provide individually tailored financial advice for high net worth and sophisticated investor clients and would fill a gap in the market by offering a genuine alternative to the large institutions for clients seeking a trusted partner and quality financial advice.

Clime chief executive, Rod Bristow said the Private Wealth business would work exclusively with sophisticated and high-net-worth clients.

He said Clime Private Wealth had been developed based on consistent feedback from Clime clients who would like help not just with investments, but with charting a course for their financial futures.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

17 hours 37 minutes ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 3 days ago