Our Services

What We Offer

Our Investment Services at Findlay Nicolson

Investment Services

Findlay Nicolson has been building, preserving and managing wealth for generations of private investors. We have considerable assets under management across a variety of market capitalizations, global regions and sectors.

At Findlay Nicolson, we give short shrift to the idea of an "off-the-peg" solution to our clients' unique financial requirements. Not for us the rigid risk appetite categories –"low", "medium" or "high" – in our opinion, individual circumstances demand individual solutions so each and every portfolio is effectively "made to measure".

Findlay Nicolson sees our commitment to clients as being two-fold: The consistently impressive returns generated by our adept investment management teams combined with distinction in client service.

To meet this commitment, a dedicated team of client service professionals apply the same drive and flair as our investment professionals do and, in doing so, they ensure that market beating returns are matched by market beating service levels. The result is a level of service that was once only available to large institutional investors like pension funds and treasurers.

Comprehensive Investment Solutions

At Findlay Nicolson, we acknowledge that clients have different needs and, with this in mind, we make a range of client service levels available; from full discretionary management and financial planning to short-term trading facilities and subscription trading reports. Each option enables our clients to access our investment expertise in the way that is best suited to them.

Discretionary Management at Findlay Nicolson
Proactive management style
Discretionary Management

By entrusting us with limited authority to make discretionary investment decisions on your behalf, you are free to go about your normal business safe in the knowledge that we are working hard to see to it that your investment return objectives are met.

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Planning for tomorrow, today
Financial Planning

No two investors are identical. Your life develops like no one else's and, as such, it requires a financial plan of action that is personalized to reflect your situation and your life's own unique characteristics.

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Financial Planning at Findlay Nicolson
The Findlay Nicolson LongShort Report
Sophisticated investment insights
The LongShort Report

The LongShort Report is a popular subscription-based investment report for more experienced investors who have a desire to profit from the short-term volatility typically associated with financial markets.

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How We Invest

Findlay Nicolson employs a carefully structured and highly disciplined approach to investing. It is a method that has served our clients well over the years and one in which we continue to have unwavering faith.

We follow a well-refined investment philosophy that lends itself to the generation of favorable investment returns regardless of the prevailing market conditions.

This does not mean that we are rigid – on the contrary, we cherish our ability to adapt and change when the need arises but when we do deviate, it is never too far from the core wisdom of our fundamental investment beliefs.

Driven by Research

We rely on cold, hard and unyielding research to power our decision-making processes. We purge emotion from the equation preferring to let the purity of math and fundamental analysis form the rationale for our recommendations.

Our Investment Philosophy
In our considered opinion, it is not necessary to expose capital to excessive levels of investment risk in order to achieve consistently strong returns.
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Our Research
Central to our investment philosophy is the fact that our in-house, sector-based fundamental research forms the foundation of successful investment process.
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Our Process
As the old adage states, "a failure to plan is a plan to fail" and nowhere is this proven as vividly and as often as it is in matters of investment.
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Securities
We invest in several types of securities, but the majority of our clients are concerned with three main classes; stocks, fixed income and mutual funds/exchange-traded funds.
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Become Our Client

Just as the proverbial thousand-mile journey begins with a single step, the path to lifelong prosperity begins with making a single decision. Today's financial world with its complexities and rapidly changing perspectives means that simply doing nothing is actually a far riskier proposition than taking a sensible, professionally-guided approach.

Findlay Nicolson is such a professional and, with our help, you can be sure that, whatever the future brings, your finances will never be an impediment.