Wholesale solutions. Customised portfolios. Direct access to opportunities.
Expert guidance, backed By experience
We combine deep market knowledge with disciplined research to help clients navigate today’s complex financial landscape. We focus on uncovering quality opportunities, managing risk, and building strategies designed to deliver sustainable, long-term returns.
Our specialists don’t just manage investments, they partner with you to provide insight, confidence, and clarity, so you can make informed decisions about your wealth and future.
Where Private Wealth advice blends personal goals with managed models, the Investment Specialists team goes further. We provide wholesale clients with direct access to our latest deals, wholesale funds, and customised investment mandates.
At the core are Individually Managed Accounts (IMAs) – designed and managed to reflect your exact objectives, preferences, and constraints. From portfolio design to deal execution, every solution is built around you.
Senior Investment Specialist
Investment Specialist
Associate Investment Specialist
Chief Investment Officer
Portfolio Manager
Portfolio Manager
Portfolio Manager
Portfolio Manager
Unlisted Specialist
Investment Strategist
Investment Analyst
Investment Analyst
Discover how our investment specialists can create a customised portfolio solution for your family, office, or institution.
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This website contains general information only and does not constitute personal financial advice. The information has been prepared without taking into account your individual objectives, financial situation, or needs. You should consider whether the information is appropriate for you and obtain personal financial advice from a licensed financial adviser before making any financial decisions.
Please refer to the Target Market Determination (TMD) and relevant disclosure documents, such as the Product Disclosure Statement (PDS), Information Memorandum (IM), and Financial Services Guide (FSG) available on our website, before making any investment decisions.
All investments involve risk. Investments may offer the potential for capital growth and income, but they also carry the risk of loss of some or all of your investment.
Any information, opinion, calculations, or assessments of financial product or market performance may rely on assumptions about tax, reinvestment, market performance, liquidity, or other factors that may prove inaccurate over time. Past performance is not a reliable indicator of future performance.
The information on this website does not constitute an offer or solicitation to purchase or sell any financial product in any jurisdiction where it would be unlawful to make such an offer.
All information is current as of the date of publication and may change without notice. To the extent permitted by law, Clime and its related parties, officers, directors, advisers, or associates make no representations or warranties, express or implied, as to the accuracy, completeness, or reliability of the information, and accepts no liability for any errors or omissions.
Clime Asset Management Pty Ltd ( ABN 72 098 420 770, AFSL 221146) and Clime Advice Pty Ltd (ABN 35 122 720 512, AFSL 308200) are wholly owned subsidiaries of Clime Investment Management Ltd ABN 37 067 185 899 (ASX:CIW) (“Clime”). Clime Capital Ltd (ASX:CAM) is managed by Clime Asset Management Pty Ltd.
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