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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

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

John Abernethy

Chairman
B. Com. & Law
With an unwavering 40-year focus on helping Australians build and protect their wealth, investment management has been John Abernethy’s sole career passion since he graduated from UNSW with a Bachelor of Laws and Commerce degree. John is proud his career roots were at NRMA investments, a mutual focused on member service before profits. In his 10 years at NRMA, he reached the position of Head of Equities and Assistant General Manager Investments. Testament to his attention to service, quality and communication is that independent financial planners voted NRMA No. 1 Investment Manager during his tenure. John founded Clime 27 years ago and has carried the NRMA ethos with him, ensuring that going the extra mile for advisers and clients is part of the company’s DNA.

Marc Schwartz

Non-Executive Director
Marc has had a very successful business career from being Manager of Structured Finance Products at Macquarie Bank in 2007 to being Managing Director of Pascoes Pty Ltd from 2008 to 2018, which employed 150 people across two manufacturing sites and manufactured or distributed over 400 items to retailers. He is currently a Director of Gelflex Laboratories which is the largest manufacturer of contact lenses in the Southern Hemisphere, he is also Director of Blackfox Property – a property syndication company and current chair of YPO Sydney Pacific. Marc’s specialisation has been in operational and financial efficiency, investment and strategy.

Ronni Chalmers

Director
B.Com, Fin. Fellowship (FINSIA)
Ronni Chalmers has worked in the funds management industry for over four decades and brings deep industry experience as both an investment manager and business builder. Ronni’s business, CBG Asset Management was acquired by Clime in 2017. As founder of CBG Asset Management (2001) Ronni was responsible officer for the AFS licence and established the regulatory framework including compliance, custody agreements, unit pricing and client registries. He built strong revenue streams by developing close working relationships with financial planners, family offices, wholesale investors and institutions. CBG was rated positively by external rating agencies, an important tool to gain wider inflows. In 2013 Ronni’s fund was awarded the prestigious Golden Calf Award for best performing boutique fund by the Australian Fund Management Foundation. He was chairman of the LIC, CBG Capital, which was listed on the ASX in 2014 after raising $24.5m. Since 2017 Ronni has worked as a portfolio manager at Clime and is a board member of Clime Capital Limited (ASX:CAM).

Diana D’Ambra AM

Non-Executive Director
FAICD, FCA, FGIA, BCom, MCom
Diana D'Ambra was appointed director on 25 November 2022. Diana has more than 15 years' non-executive director experience and more than 25 years' experience as a corporate finance executive director at KPMG, delivering corporate finance, mergers, acquisitions and investment advice across many industries including financial and investment services, property development and infrastructure, fast moving consumer goods, and healthcare. Diana has a Bachelor and Masters of Commerce degrees, is a fellow of Chartered Accountants Australia and New Zealand (FCA), Fellow of the Australian Institute of Company Directors ( FAICD), and  Fellow of the Governance Institute of Australia (FGIA). Diana has successfully completed the Australia Institute of Company Director, Company Directors Course (GAICD), Diana is the Chair of Clime Capital’s Audit and Risk Committee.

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
Business technology
and systems

Looking for tips?

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

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