CLIME

Funds management

Clime Investment Management has announced its latest appointment to strengthen its private credit and property capabilities ahead of planned product enhancements....

Financial planning

AMP and Clime Investment Management have shared how they are harnessing the power of social media to help the firms reach a younger demographic and increase brand awarene...

Funds management

Clime Investment Management has reported a return to operating profit after a $1.6 million loss a year ago thanks to an aggressive turnaround program....

Financial planning

Clime’s disposal of advice licensee Madison “needed to happen yesterday”, managing director Michael Baragwanath has told Money Management, as he concludes a severe cost-o...

Funds management

Clime Investment Management has appointed a portfolio manager on its Clime International Fund, who transitions from his role as a private bank financial adviser....

Funds management

Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process....

Funds management

Clime Investment Management has declared a small profit in the December quarter following a statutory loss of $3.8 million in FY24 and subsequent shareholder backlash....

Funds management

Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitabili...

Financial planning

Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers....

Financial planning

Clime IM has made four appointments amid a strict cost-cutting strategy to reduce executive overheads, following the resignation of three non-executive directors last wee...

Funds management

Clime Investment Management has announced that all three of its non-executive directors have resigned from the company’s board....

Funds management

Clime Investment Management has reported a statutory loss of $3.8 million for FY24 following a “challenging period” for the firm, however is on a “clear path to recovery”...

Funds management

Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat....

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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 5 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 3 days ago