“CLIME INVESTMENT MANAGEMENT LIMITED COMPLETES ACQUISITION OF MTIS WEALTH
MANAGEMENT & ENTERS INTO A MANAGED ACCOUNTS STRATEGIC ALLIANCE WITH MARCUS
TODAY”
• The acquisition of MTIS Wealth Management, announced on 19 May 2022, has completed.
• MTIS has ~$380 million FUM and total gross annual revenue of ~$3 million and will form part
of the Clime Melbourne office
• CIW has entered into a strategic alliance with Marcus Today, to manage their $70mil SMA
portfolios and provide licensing services. Founded by respected stockbroker Marcus Padley,
Marcus Today is an online subscriber stock market newsletter service providing education
and general financial market knowledge to Australian investors.
• This acquisition and strategic alliance follow Clime’s recent acquisition of Ralton Asset
Management and the strategic alliance with Torica Funds Management
The Board of Clime Investment Management Limited (CIW) is pleased to advise that it has
successfully completed the acquisition of MTIS Wealth Management Pty Limited and Investment
Strategists Accounting Services Pty Limited (ISAS) (“MTIS”). The MTIS and CIW teams have colocated to create a full-service wealth office in Melbourne. MTIS will leverage the CIW operating
infrastructure, risk management and professional wealth services, providing clients with an
expanded suite of education and investment solutions.
Following an introduction facilitated by the MTIS Principals, CIW is also pleased to announce a
strategic alliance with Marcus Today (MT) to manage MT’s $70mil managed account portfolios and
provide licensing services. The portfolios will be managed by the CIW investment team under the
Ralton Asset Management SMA service, led by our CIO, Will Riggall. The strategic alliance will
identify and offer mutually beneficial services to the CIW and MT investor communities, including
multi-modal education forums, access to stock market and macro insights and professionally
managed investment solutions.
The MTIS transaction & strategic alliance with Marcus Today follows CIW’s recent announcements of
the acquisition of Ralton Asset Management and the strategic alliance with Torica Funds
Management. As previously reported, the platform for this growth and expansion was set by the
merger of CIW with Madison Financial Group in June 2020.
Annick Donat
CEO Clime Group
MANAGEMENT & ENTERS INTO A MANAGED ACCOUNTS STRATEGIC ALLIANCE WITH MARCUS
TODAY”
• The acquisition of MTIS Wealth Management, announced on 19 May 2022, has completed.
• MTIS has ~$380 million FUM and total gross annual revenue of ~$3 million and will form part
of the Clime Melbourne office
• CIW has entered into a strategic alliance with Marcus Today, to manage their $70mil SMA
portfolios and provide licensing services. Founded by respected stockbroker Marcus Padley,
Marcus Today is an online subscriber stock market newsletter service providing education
and general financial market knowledge to Australian investors.
• This acquisition and strategic alliance follow Clime’s recent acquisition of Ralton Asset
Management and the strategic alliance with Torica Funds Management
The Board of Clime Investment Management Limited (CIW) is pleased to advise that it has
successfully completed the acquisition of MTIS Wealth Management Pty Limited and Investment
Strategists Accounting Services Pty Limited (ISAS) (“MTIS”). The MTIS and CIW teams have colocated to create a full-service wealth office in Melbourne. MTIS will leverage the CIW operating
infrastructure, risk management and professional wealth services, providing clients with an
expanded suite of education and investment solutions.
Following an introduction facilitated by the MTIS Principals, CIW is also pleased to announce a
strategic alliance with Marcus Today (MT) to manage MT’s $70mil managed account portfolios and
provide licensing services. The portfolios will be managed by the CIW investment team under the
Ralton Asset Management SMA service, led by our CIO, Will Riggall. The strategic alliance will
identify and offer mutually beneficial services to the CIW and MT investor communities, including
multi-modal education forums, access to stock market and macro insights and professionally
managed investment solutions.
The MTIS transaction & strategic alliance with Marcus Today follows CIW’s recent announcements of
the acquisition of Ralton Asset Management and the strategic alliance with Torica Funds
Management. As previously reported, the platform for this growth and expansion was set by the
merger of CIW with Madison Financial Group in June 2020.
Annick Donat
CEO Clime Group
DYOR
i hold CIW
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