Our Team

Ross Preston, CIO, Group Managing Director

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 NWL 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 global representation.

David Preston, Managing Director

David is a graduate of the London School of Economics and qualified as a Chartered Accountant with Coopers and Lybrand in London. Having qualified, David then spent a number of years with Deloitte in Guernsey and London, eventually moving into Deloitte’s offshore services business where he specialised in the provision of corporate and trustee services.  In 2002, David joined the Mercator Group which was based in Guernsey and then became Managing Director in 2004.  The Mercator Group became part of IQEQ Group in 2018. The IQEQ Group is a global investor services business specialising in the provision of trustee and corporate services to wealthy families, individuals, institutions, family offices and offshore investment funds.  David stepped down from his role as Managing Director of IQEQ Guernsey in November 2021 and joined NWL in March 2022.

Jacki James, Director, Head of Finance

Jacki commenced her accounting career in the Guernsey finance industry in 1999 after leaving the nursing profession. She is a Fellow Member of the Association of Chartered Certified Accountants and has worked for several international finance organisations in both client accounting services and finance team functions. Jacki joined The Mercator Group in 2008, which later became part of the IQEQ Group and during her time there, she initially managed the Guernsey client accounting department before moving into the finance team and ultimately became the Director of Finance. She gained extensive experience in business management and has been involved in acquisitions, amalgamation, integration and numerous significant business, system and process transformations. Jacki joined NWL as Head of Finance in 2023 and was appointed a Director in January 2024.

Tracy Waterman, Director, Operations 

Tracy has worked with the company 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 ongoing servicing of client accounts, and client-related compliance matters. Tracy was made a Director of NWL in 2019.

Samantha Jones, Director, Head of Investment Services

Sam graduated from the University of Nottingham with a joint Honours Degree in Languages. She also studied at the University of Vienna and the University of Avignon and went on to complete a Degree in Teaching. Sam taught languages for seven years and, having decided on a change of direction, has worked at NWL for over six years. She has gained experience in the operations and investment teams as well as leading on several projects in marketing and business development and coordinating the launch of NPML. Sam now focuses on the provision of our investment services and was appointed a Director in May 2024.

Dickon Addis, Head of Portfolio Management  

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 Nova in 2009. Dickon has over 10 years of experience in the investment industry. Dickon has been the Head of Investments for the last three years and was made a Director of NWL in 2019.

Dale Hubber-Richard CAIA, Chairman of Investment Committee

Dale is a highly experienced and qualified investment professional, holding FCIS, CAIA and CFA UK’s ASIP qualifications and has over twenty years of investment management and private wealth management expertise. 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. Dale joined NWL in 2019 and being a Canadian national was able to assist with NWL’s expansion into North America. He is also chairman of NWL’s Investment Committee.

Robert Callagy, Investment Adviser, Fixed Interest

Robert is the founder of AngelMae Capital LLC, a registered investment advisor.  In 1996, he obtained a B.A. Degree in Economics with distinction from Yale University. In 2003, he earned an M.S. Degree at the Massachusetts Institute of Technology (M.I.T), where he was the recipient of the Dupont Fellowship Fund. He also obtained his Chartered Financial Analyst in 1999.  Robert previously worked as an Investment Analyst for Goldman Sachs and Donaldson Lufkin & Jenrette in New York, where he covered over 30 companies on an in-depth basis and co-authored over 350 published equity research reports. Robert has also been responsible for global asset allocation modeling, macroeconomic research, performance attribution analysis and investment manager search for Dimension Capital Management (DCM), where he oversaw the management of $450 Million of institutional and high net worth individual accounts.

Eleni Falla, Head of Client Services

Eleni started her career working for an Independent Financial Adviser firm in Guernsey after finishing her A-Levels. Having achieved the Diploma in Financial Planning amongst multiple other qualifications within the Chartered Insurance Institute, Eleni was then appointed as a Financial Adviser in 2020. Eleni undertook a Head of Client Services role gaining over seven years’ experience, working in both the front and back office. This role encompassed many different aspects involved in the on-boarding and ongoing servicing of client accounts, as well as providing advice and support to a small portfolio of clients. Eleni joined NWL in August 2022 as Head of Client Services.