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CLIME
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....
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....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....