Dalton Nicol Reid announces new CEO

20 March 2014: Dalton Nicol Reid has today announced the appointment of Robert White as its new Chief Executive Officer and Head of Distribution.
Jamie Nicol, Director and CIO said the new appointment was a positive step and that it would allow the business to continue on its current growth trajectory.

“Dalton Nicol Reid has passed some significant milestones lately. In the last six months, we have secured two institutional mandates, our funds under management has reached $850m and we have broadened both our investor and shareholder bases. We also bid farewell to our former CEO and one of our founders, Harley Dalton.”

“We are delighted to now announce that Robert White will take on the role of both CEO and Head of Distribution. 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. We believe the qualities Robert brings to Dalton Nicol Reid will be a perfect fit for our business.”
Mr White has significant experience spanning nearly 20 years in the financial services industry gained through working in the United Kingdom, Europe and Australia. Most recently he was Executive Director and Head of Advice at JBWere Private Wealth Management. Prior to that, Mr White was Joint Managing Director and Chief Executive Officer for HFA Asset Management (now Certitude Global Investments) where he and his team delivered the strategy that saw the business grow funds under management from $80m in 2003 to $4b in 2008 and successfully navigated the business through the GFC.

Mr White will take up his new post effective 24 March.


About Dalton Nicol Reid

Founded in 2001, Dalton Nicol Reid is an independent Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors.

Rated by both institutional and retail asset consultants for our specialist expertise in managing Australian equities, we are a pioneer in the delivery of individually and separately managed accounts in the Australian market. Our position as Australia’s leading provider of Individually Managed Accounts reflects our commitment to excellence and the value we place on partnering with clients to deliver quality investment solutions.

We aim to deliver investment out-performance. Our experienced and dedicated investment management team delivers clients an unparalleled level of service, be they large institutions, advisers or individual investors.

Dalton Nicol Reid is a signatory to the Principles for Responsible Investment (PRI).

IMPORTANT NOTE: This information has been prepared by DNR AFSL Pty Ltd ABN 39 118 946 400, an Australian Financial Services Licensee, Licence Number 301658. Whilst, Dalton Nicol Reid has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and recipients must make their own enquiries concerning the accuracy of the information within. This document is not intended to provide you with personal advice and in providing this information, Dalton Nicol Reid has not taken into account your particular investment objectives, financial situation or needs. You should assess whether this information is appropriate for your particular needs, either by yourself or with your adviser. Dalton Nicol Reid expressly disclaims any responsibility or liability to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance. Total returns shown are based on Dalton Nicol Reid’s model portfolio and have been calculated before taking Dalton Nicol Reid’s fees into account. No allowance has been made for taxation.

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