SYDNEY: The Board of Clime Investment Management announced the appointment of Annick Donat as the Company’s Chief Executive Officer, commencing 1 May 2021.
Annick Donat has over 30 years’ experience in senior leadership roles, most recently as Chief Executive of Madison Financial Group (MFG) where over three years of leadership she grew the business to more than $3 billion in funds under advice before Clime acquired the group in June 2020.
Prior to her role as MFG CEO, Ms Donat was Head of Licensee Development, BT Group Licensees, Westpac Banking Corporation.
Ms Donat has also held advisory and director roles with not-for-profit organisations and industry associations, including her current role as Chairperson of the Financial Planning Association Licensee Committee.
Incoming Clime Chairman and Founder John Abernethy said: “Clime is delighted to have secured Annick as our new Group CEO. Since the acquisition of MFG, Annick has displayed a deep understanding of Clime’s business and is expertly positioned to drive our next phase of growth and strengthen our offering to our investor clients and financial advisers.
“Annick brings a diverse skillset spanning corporate governance, product management and distribution, wealth advice, licensee services and operations. She has the complete confidence of the board in continuing our proud legacy of empowering our clients through offering expert financial advice and investment solutions,” Mr Abernethy added.
Commenting on her appointment as CEO, Ms Donat said: “I look forward to working with Clime’s high-calibre team to grow the business, leverage its significant core assets and continue to provide our expert advisory and investment services to a broad range of clients.”
Ms Donat has been crucial in the implementation of Project Streamline, which is focused on simplifying Clime’s operations, reducing costs and better supporting its employees, among a range of other operational initiatives. Significant progress has been made in this regard and will be further accelerated under Ms Donat’s leadership.
Leave a Reply