Clime launches HNW planning business

Clime Investment Management launch HNW high net worth clients financial planning financial advice tailored advice Rod Bristow private wealth

22 November 2018
| By Mike |
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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.

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