NEXUS PORTFOLIO MANAGEMENT - Key Persons
Chairman of Investment Committee - Dale is a highly experienced and qualified investment professional, holding FCIS, CAIA and CFA UK's ASIP qualifications. He has held senior and board positions at trust, asset manager and closed and open ended fund firms. Over the course of his career, Dale has provided financial services to clients and corporates based in the UK, Guernsey, Jersey, Luxembourg, France, Singapore and the Cayman Islands. Currently, he is a member of the CFA UK's Social Media Working Group and leader of the CFA UK's Eminent Speaker Group. He is also chairman of NWL's Investment Committee.
Job Titles:
- Head
- Member of the Your Team
Head of Investments - Dickon studied Chemical and Bioprocess Engineering at university and spent two years working for ICI and Zeneca. Dickon began his investment career with Furno and Del Castano Capital Partners focussing on their long only equity funds. He then spent four and a half years in International Institutional Equity Sales at Lehman Brothers in London before relocating to Guernsey and joining NWL in 2009. Dickon has been the Head of Investments for the last 3 years and was made a Director of NWL in 2019.
Job Titles:
- Member of the Your Team
- Non - Executive Director
Non-Executive Director - Gavin Farrell read law at the universities of Paris, Münster and London and qualified as a Solicitor of the Supreme Court of England and Wales, a French Avocat and an Advocate of the Royal Court of Guernsey. He worked for a number of years at Simmons & Simmons in their London and Paris offices before moving to Guernsey in 1999, where he was called as an Advocate of the Royal Court of Guernsey. Gavin became a senior partner and head of the Corporate Department at Mourant Ozannes before leaving in November 2016 to be one of the founding partners of Ferbrache & Farrell LLP. Gavin is a resident of Guernsey and is one of the top lawyers in the offshore finance world as ranked by numerous publications and is a highly experienced non- executive director.
Job Titles:
- Director of NPML, Founder & Group MD Blacktower Group
John has more than thirty years' experience in the financial services industry. Prior to founding Blacktower in 1986, John worked with Schroder Financial Management and became one of their leading advisers based in London. He is responsible for leading the Blacktower Group into the international market. In 2010, John formed Nexus Global IFA Network with the aim of providing a comprehensive licensing, compliance and support network to other IFA organisations wishing to passport services throughout Europe and beyond. In addition to John's corporate duties as Managing Director of the Blacktower Group, he continues to provide advice to many high net worth clients within Europe and international markets.
Job Titles:
- Director of NPML, Group MD Nova Wealth Limited
Having qualified as a solicitor with Allen & Overy in London, Ross joined HSBC Investment Bank in London and latterly New York where he was MD International Sales Trading and Operations. He then later moved to Numis Corporation plc where he set up, and was CEO of, their US operation based in New York. Ross left New York in 2006 and joined Nova Wealth Limited in 2007. Since then, Ross has overseen the continuous growth of NWL in terms of assets under management and also furthering its expansion into differing geographies with NWL now having representation in the Caribbean, the Americas and the UK.
Job Titles:
- Member of the Your Team
- Director, Client Services
Director, Client Services - Tracy has worked with NWL since its inception and has nearly forty years' experience in the securities industry in various roles. Having worked for both international private banks and global custodians, Tracy has gained experience in front, middle and back office covering all aspects involved in the administration and operation of portfolios, as well as the on- boarding and on-going servicing of client accounts, and client related compliance matters. Tracy was made a Director of NWL in 2019.