CLIME

Financial planning

Clime Investment Management has acquired a Melbourne-based wealth management firm for $7 million after committing to increase its adviser network....

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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...

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People & Products

Shareholders at Clime Investment Management have voted to remove former chair Neil Schafer from his position as a director at the firm....

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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. ...

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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....

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People & Products

Clime Investment Management has announced the appointment of Jaime Johns as the general manager of Madison Financial Group, effective immediately....

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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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Financial planning

Clime Investment Management is in the process of replacing seven of its separately managed account as it looks to streamline and consolidate arrangements around recent ac...

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Funds management

Clime chairman Neil Schafer and his fellow director Brett Spork will be paid $11,000 a month to be joint chief executives of the company as it continues its search for a ...

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People & Products

Donald McLay as resigned as chair of Clime Investment Management and will be replaced by Neil Shafer....

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Funds management

One listed financial stock has demonstrated a spectacular turnaround to report 230% returns after seeing losses of 69% earlier this year. ...

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Funds management

Clime Investment Management has announced the launch of separately managed account investment portfolios for self-directed investors....

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Funds management

Clime Investment Management has posted a 25% growth in total gross funds under management to $1.02 billion....

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Funds management

Small cap fund managers Ophir Asset Management and Clime Capital are both looking for small-cap companies looking to grow their business overseas....

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Funds management

The directors of Clime have announced the acquisition of 100 per cent of CBG Asset Management....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 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 1 week 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...

3 weeks 1 day ago

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

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago