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
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

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago

TOP PERFORMING FUNDS