Annick Donat

Funds management

Clime IM forecasts $1m savings from cost reduction program

Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs....

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 commits to increasing adviser network

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

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

Madison Financial sale complete

The sale of Madison Financial Group to Clime Asset Management is complete but OneVue will have to continue haggling with a major Chinese Sargon creditor....

Financial planning

Madison FG rebrands to Sargon Adviser Services

Fintech firm, Sargon Adviser Services has announced the rebrand of its wholly owned subsidiary, Madison Financial Group to Sargon Adviser Services....

Policy & Regulation

RC will force regulation, but less is more

Industry experts told Money Management and Super Review’s Future of Wealth Management conference that while changes from the Royal Commission are welcomed, the regulators...