Diversified financial services business Clime Investment Management has appointed the head of private wealth at two major banks to a similar role within its own organisation.
Clime announced it had appointed Adam Youkhana as its private wealth and distribution general manager. Youkhana was most recently wealth general manager at Yellow Brick Road, and prior to that was head of advice and wealth management at Westpac Private Bank and head of financial advice and investments at NAB Private Wealth.
His appointment follows that of Clime chief executive Rod Bristow, who joined the group in September 2018 from fintech firm Macrovue, where he held a similar role.
Bristow said Youkhana would lead the group’s client-facing functions, which include Clime Private Wealth, SMSF administration provider Clime Super and its online stock research business.
“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,” he said.
