Clime Investment Management Limited Company Market Research Report
Company Overview
Name
Clime Investment Management Limited
Mission of the Company
Clime aims to help Australians understand, manage, and expand their wealth through value-driven investments, offering diverse financial solutions tailored to client needs.
Foundation and Founders
Founded in 1996 by John Abernethy.
Key People in the Company
- John Abernethy - Founder and Chairman
- Michael Baragwanath - Managing Director
- Claire Bibby - Non-Executive Director
- Susan Wynne - Non-Executive Director
- Andrew Coleman - Non-Executive Director
Headquarters
Sydney, NSW, Australia
Number of Employees
11-50 employees
Revenue
No information is available.
Known For
Clime is known for delivering strong risk-adjusted returns, focusing on long-term value investing, Australian equities, managed accounts, and super administration.
Products and Services
Products Offered
- Managed Funds
- Separately Managed Accounts
- Individually Managed Accounts
- Financial planning and stock research services
High Level Description of the Product
Clime offers a range of investment management services focusing on risk-adjusted total returns. The investment strategies include value investing and are aimed at growing and safeguarding retirement savings while generating meaningful retirement income.
Key Features of Each of the Products
- Managed Funds: Offers diversified investment portfolios managed by Clime's expert team.
- Separately Managed Accounts (SMAs): Provides tailored investment solutions based on individual client needs.
- Individually Managed Accounts: Allows clients to have a customized investment experience based on their financial goals.
- Financial Planning: Objective-based investment strategies for securing client retirements.
Recent Developments
Recent Developments in the Company
- Clime has been focusing on educational events and investor briefing sessions across Australia.
- Continuous growth in funds under management and funds under advice, with a goal of further investor education.
New Products Launched
No information is available.
New Features Added to Existing Products
No information is available.
New Partnerships
Further involvement with the Emerge Foundation and Future Generation Australia to support community-driven projects and charitable investments, benefiting children and youth in risk situations.
Conclusion
Clime continues to establish itself as a leading investment management company supporting Australian investors with tailored wealth management strategies. The company is committed to not only delivering robust financial solutions but also contributing positively to the community through its values of integrity, transparency, and progress. As it moves forward, Clime aims to capitalize on its historic success and maintain its reputation for reliability and results-oriented investing.
