Clime appoints GM Private Wealth and Distribution
Clime Investment Management has expanded its leadership team with the appointment of Adam Youkhana as general manager, private wealth and distribution.
Youkhana's previous experience includes serving as general manager wealth at Yellow Brick Road, as head of advice and wealth management at Westpac Private Bank and as head of financial advice and investments at NAB Private Wealth.
Recently appointed Clime CEO, Rod Bristow, said of Youkhana's appointment: “We are fortunate to have an executive of Adam’s capability join our business to lead our client-facing teams, including Clime Private Wealth, Clime Super (SMSF Administration) and our online stock research business, www.stocksinvalue.com.au”.
He added: "Over a long period of time we have built significant trust in the community as a straight-talking adviser on all things financial for our clients. We’re looking forward to Adam being part of our leadership team to deliver Clime’s client-centric solutions."
"Innovation and creativity": Q&A with Adam Youkhana
Adam Youkhana, the former GM wealth at Yellow Brick Road, has joined Clime Investment Management to lead its client-facing teams. We ask Adam what drew him to Clime and what he's looking forward to most in the role. He also shares some thoughts on the industry, post-Royal Commission; the importance of 'striking the right balance'; and a little about his family life and passion for music.
GM Private Wealth and Distribution