Dalton Nicol Reid brings new CEO

chief-executive-officer/appointments/financial-services-industry/funds-management/institutional-investors/executive-director/chief-investment-officer/investment-manager/director/

21 March 2014
| By Staff |
image
image image
expand image

Independent investment manager Dalton Nicol Reid has appointed Robert White as its new chief executive officer and head of distribution.

It comes after former CEO and one of the founders Harley Dalton left the company.

"We are pleased to have found such a high calibre professional with a depth of knowledge in both wealth and funds management across a diverse client base of retail, wholesale and institutional investors," director and chief investment officer Jamie Nicol said.

"In the last six months, we have secured two institutional mandates, our funds under management has reached $850 million and we have broadened both our investor and shareholder bases."

White has nearly 20 years experience in the financial services industry. Most recently he was executive director and head of advice at JBWere Private Wealth Management.

Before that he was the chief executive officer for Certitude Global Investments (previously HFA Asset Management) where he and his team implemented strategy that saw the business grow funds under management from $80 million in 2003 to $4 billion in 2008.

White will begin his role on 24 March.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 22 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo