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We’re
people people

Whether you are a retail or wholesale investor or an adviser looking for solutions for your client, we are here to help.

Our Approach
Our Team
Careers

Our Approach

We help Australians understand, look after and expand their wealth.

We’re driven by understanding, offering objectivity and big picture expertise. We work to provide a progressive and principled financial services offering.

  • Money

    We invest alongside our clients.

  • Total Management

    We prefer empowerment to total management.

  • Our Responsibility

    We remember our responsibility is to humans & their lives.

  • $1.3bn*
    Funds Under Management
  • $4bn*
    Funds under advice
  • 150
    years of combined portfolio manager's investing experience
    *As of July 2022
Brand Story

Investing
in Australia

Clime was created to help Australians understand, manage and expand their wealth.

Since our inception in 1996 by Founder & Chairman John Abernethy, we have grown consistently underpinned by a culture of integrity, transparency, conviction and progress.

Listed on the ASX in 2001, our team of investment professionals have been helping more and more Australians invest confidently. We are an established company with a future focus.

We believe in investing in Australia’s future, to support small business owners, innovators and founders.

We ultimately believe in building a better Australia.

Core Values

Integrity
Integrity
Transparency
Transparency
Conviction
Conviction
Progress

Our team

Invest in people, who invest in you.

CLIME team

Our team

Annick Donat

Chief Executive Officer
B.Sc., Grad. Dip. Appl Finance & Investments, CFA.
With over 30 years’ experience in financial services, Annick has been active in her advocacy of financial planning and technology, often supporting and mentoring emerging entrants to financial services. Her expertise spans across governance, strategy, distribution, business and practice development, licensee services and operations management. Annick Donat was appointed CEO of Clime Investment Management Limited on 1 May 2021. With a predilection and curiosity for innovation, Annick believes great advice can change lives. It’s these values that led her to become Chief Executive Officer of Madison Financial Group in 2017 where she strived to empower consumers through great advice. With her active and influential voice in the financial services industry, Annick sits on various industry advisory boards including, but not limited to, Advisory and Director roles with Not-for-profit organisations.

Kara Boden

Chief Operating Officer
MBA., Grad.Cert. Social Impact, B. Bus(Financial Planning)
As a senior member of the Clime leadership team, Kara ensures the firm keeps to an efficient rhythm. Governance, risk and compliance and technology are crucial enablers of this and part of her remit. Kara is known as a people person and is respected for being both a safe pair of hands and an innovator. A crucial part of her leadership position is to set an example of best practice that flows through the organisation.

Will Riggall

Chief Investment Officer
B.Com,Fin,Econ. , CFA.
Will has been building wealth for Australian investors for more than 20 years. He has a proven track record managing market-beating portfolios and a stellar reputation as an astute analyst. Will’s experience spans the full market-caprange, and his analysis skill is both quantitative and fundamental. Will is proud of his skill at managing investments through the cycle and his ability to create and protect wealth through equity booms and busts. Will is a keen communicator and regularly presents at seminars, webinars and portfolio updates. In addition, he ensures his portfolios are structured to provide advisers and clients with optimal transparency.

Tushar Kale

Chief Financial Officer

Community

Investing in communities

We care about our community.

We are driven to create a sustainable Australian organisation. This enables our people to better serve our clients and the communities in which we engage. We partner with companies and professional services who share this philosophy.

We are committed to building better business innovation and decision-making through workplace diversity. We celebrate our diverse backgrounds, cultures, knowledge, experience and abilities.

Clime became a fund manager with Future Generation Australia in May 2016. Future Generations invests in charities which focus on supporting children and youth at risk, and youth mental health. The funds raised help to break the cycle of disadvantage, improve social wellbeing and community engagement.

Find out more here

Clime has been supporting the education and training to the women and children of Timor-Leste through the Emerge Foundation since 2020, helping to bring hope to a nation with such a devastating past. The Emerge Foundation builds on the relationship forged between Australian and Timor-Leste during both World Wars.

Find out more here

Our business partners

We proudly partner with Australian businesses.

Clime believes in supporting fellow Australian businesses and business owners. We engage with local expertise to collaborate on special projects.

Software development
and data solutions
Governance documents
and communication
Specialist commercial
law firm
Brand development,
design and marketing
Business technology
and systems
Business growth
strategies

Looking for tips?

Information, guides and tools to help you achieve your investment goals

Resource hub

Careers

Careers with us

Career Change? Join a team with diversity at its core.

At Clime we believe that to affect meaningful change, we must be open and objective to the ways we think. We believe our best representation is via a diverse team that reflects the broad and vibrant community we serve.

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We currently have no roles available, but please check back later.

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