CASK OWNERSHIP AND WHISKY INVESTMENT

We offer specialised advice, guidance and management services for those looking to start or expand a portfolio of casks. We will craft a portfolio specifically tailored to meet your goals. The concept of cask ownership is simple “buy a cask, own it, sell it”, but there are considerations to take into account.

WHAT IS CASK INVESTMENT?

Cask investment, specifically, is predicated on the ownership of casks with the speculative expectation of value appreciation. Based on the historical value growth within the industry over the past two decades and the disparity between production costs and retail pricing of bottled products, a substantial value differential exists that may be exploited for financial gain. But it requires time.

In Layman’s terms, you invest your money in a whisky cask or casks and hope that when you sell it, you make more than it cost to buy it. 

WHY BUY OR INVEST IN CASKS?

To Make Money

The primary reason for most investments is to make money, realising a profit from a successful exit strategy. Whisky can perform well in this regard, but there are important risks to be aware of.

Unpegged Asset

Legal ownership of a physical asset that you control, is appealing and sensible as part of any investment Strategy. Although casks are a good choice, due diligence is very important.

% Rates

Many see cask investment as a way to beat the long term market trends and increase short term ROI. Cask investment however is normally a successful long term investment strategy.

Diversification

Curating a well balanced portfolio is important in all financial climates. Diversification can be achieved in many ways. It is important to understand your financial goals and how to achieve them.

Love of Whisky

You may want to bottle it one day to drink, if you buy and mature the spirit yourself you can buy at lower than the retail price of the casks. You control the flavour profile and maturation process.

The Real Story

Don't Believe All you Read

“It is not about timing the market like some conventional forms of investing, it is about Time-In the market, when it comes to whisky”

The Cask Process

Risks & Mitigtion

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Frequently Asked Questions

Understanding Your Whisky Investment Questions

Whisky has consistently appreciated in value over the years, making it a compelling addition to an investment portfolio. As demand for fine spirits continues to grow, so does the potential return on your investment.

Getting started is easy. Contact us for a personalized consultation where we’ll assess your investment goals and guide you through the process of acquiring whisky casks tailored to your needs.

Like any investment, whisky does carry some risks, including fluctuations in market demand. However, our expert team is here to help you navigate these challenges and secure your investments.

Yes, whisky casks can be sold, and our team can assist you in finding the best market options when you’re ready to liquidate your investment. Due to the unpredictable nature of buyer acquisition, this process may not be executed instantaneously. Therefore, it is imperative to allocate a sufficient timeframe for divestment before necessitating the capital for subsequent utilisation.

We provide regular market evaluations and reports based on the secondary market prices and trade volumes. We use this data to keep you informed about the value of your cask and its performance. You will be given an annual or biannual valuation report. 

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