Investment Process
Find out more about the investment process before getting started
The Journey Begins
All Whisky casks provided to our clients are owned by Highland Cask Group Ltd- we do not operate on an ‘Option to Sell’ basis. Where you see a stock listed for sale, it is owned by us. We have assessed its profitability and have purchased it, regardless of whether it finds its way to client or remains within our stock portfolio.
Cask Selection
Once you have spoken to your cask broker and you have made a decision as to your comfort levels for investment, your Portfolio Manager will provide a stock recommendation by the way of a Proposal’, detailing the specifics of the casks. A signed copy is needed alongside Anti Money Laundering Documentation (Photo ID and Utility Bill).
Transfer of Funds
Your funds are to be transferred in a timely fashion by way of bank transfer or payment can settled via credit or debit card.
Transfer of Ownership
Once we have received signed paperwork and funds have been transferred in full, you are issued with a receipt, your Unique Cask Number and details of the HMRC regulated bonded facility in Scotland currently warehousing your cask.
Ongoing Support
Your Portfolio Manager will then maintain regular contact with you, updating you on any developments with your cask and the whisky market in general.
Sourcing Rare Whisky Casks
At HCG, we leverage our industry connections to source rare whisky casks at trade prices. This allows us to provide our investors with exclusive access to limited-edition expressions and sought-after whiskies, maximizing the investment potential. We take pride in our meticulous selection process, ensuring that we handpick only the finest whiskies for our investors. Our focus lies in sourcing exceptional whiskies such as Highland Park or Laphroaig, renowned for their outstanding quality and unique characteristics.
Most of our casks are ex Bourbon, chosen for their ability to enhance the whisky’s flavours. However, we also come across extraordinary opportunities where we acquire casks that have previously held sherry or red wine barrique. These casks add a delightful complexity and depth to the maturing whisky, creating a truly remarkable investment experience for our discerning clientele.
