For Accredited Investors Only  ·  Minimum Commitment $75,000  ·  By Referral

Private Scotch Whisky Cask Investment

Your Wealth,
Aged to Perfection

Own a curated portfolio of rare Scotch whisky casks maturing in centuries-old bonded warehouses — a tangible, uncorrelated asset delivering 11%+ projected annual returns.

Request Private Access Explore the Investment
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Royal Brackla — Royal Warrant holder, honeyed vanilla & dried fruit   •   Glen Garioch — Bold cereal, waxy texture, heather & toffee   •   Auchentoshan — Triple-distilled, citrus zest, light floral finish   •   Caol Ila — Sea salt, smoked citrus, coastal minerality   •   Bunnahabhain — Rare unpeated Islay, rich nuts & dark chocolate   •   Bruichladdich — Orchard fruit, barley, progressive Hebridean character   •   Benriach — Stone fruit, toffee, three-wood maturation   •   Royal Brackla — Royal Warrant holder, honeyed vanilla & dried fruit   •   Glen Garioch — Bold cereal, waxy texture, heather & toffee   •   Auchentoshan — Triple-distilled, citrus zest, light floral finish   •   Caol Ila — Sea salt, smoked citrus, coastal minerality   •   Bunnahabhain — Rare unpeated Islay, rich nuts & dark chocolate   •   Bruichladdich — Orchard fruit, barley, progressive Hebridean character   •   Benriach — Stone fruit, toffee, three-wood maturation   •  
11%+Projected Annual Return
564%Rare Whisky Index Growth · 10 Yrs
£7B+Scotch Exports · 2023
CGTExempt Under UK Tax Law
The Investment Case

Why Serious Investors
Are Turning to Casks

Scotch whisky casks sit at a rare intersection — tangible ownership, legally regulated scarcity, and an appreciation engine (time itself) that cannot be replicated by any paper asset. Watch the two videos below to understand exactly why this asset class is attracting family offices and high-net-worth investors worldwide.

Part I

Why Invest in Scotch Whisky?

Part II

Quality, Provenance & How We Protect Your Cask

Ownership Benefits

Four Reasons Casks
Belong in Your Portfolio

01

Yours, Physically

A real cask with a serial number. Legal title in your name. Stored in a government-bonded warehouse under HMRC supervision. Not a fund. Not a derivative. A barrel.

02

Time Is the Engine

Whisky under 10 years becomes an 18 or 25-year expression commanding extraordinary premiums. Every year in oak, scarcity increases and value compounds — automatically.

03

Zero Market Correlation

Fine whisky carries a Sharpe Ratio of 11.2 — dwarfing gold, equities, and Bitcoin. When markets panic, your cask keeps quietly maturing in the Scottish Highlands.

04

CGT Exempt

Scotch whisky is classified as a "wasting asset" under HMRC rules — currently exempt from Capital Gains Tax. Potentially saving investors up to 24% versus conventional asset classes.

How It Works

Fully Managed.
Entry to Exit.

Every detail handled by an expert team with over 100 years of combined industry experience — from acquisition through quality assurance to your chosen exit.

Private Consultation

Your budget, hold period, and risk tolerance are assessed. A bespoke, balanced portfolio strategy is built around your goals.

Cask Acquisition

Relationships with Scotland's leading distilleries unlock wholesale-priced casks unavailable to the public — exclusively from distilleries operating 100+ years.

Bonded Storage

Your cask is stored in an HMRC government-bonded warehouse. Five years of storage and insurance are included. Your portfolio monitored via dedicated client app.

Quality Management

A dedicated technical team conducts regular warehouse audits to monitor cask environment, integrity, and whisky maturation throughout your holding period.

Strategic Exit

Sell at auction, trade to a distillery, bottle under your private label, or sell to independent bottlers. Multiple exit routes, fully supported.

Sample Portfolio

A Taste of What's
Available to You

Every portfolio is bespoke, balanced across age, region, and maturation profile. Below is a representative sample of distilleries and vintages currently available.

Speyside
Royal Brackla
2013 · 10-Year Hogshead

Royal Warrant holder since 1833. Honeyed vanilla, dried fruits, gentle cinnamon spice.

Highlands
Glen Garioch
2014 · American Barrel

Est. 1797. Non-chill filtered, waxy texture. Bold cereal, heather, honeyed toffee.

Lowlands
Auchentoshan
2014 · Barrel · Triple Distilled

Scotland's only triple-distilled single malt. Citrus zest, vanilla cream, delicate florals.

Islay
Caol Ila
2018 · Hogshead

Iconic Islay distillery. Sea salt, smoked citrus, lightly peated coastal character.

Speyside
Benriach
2018 · Three-Wood Maturation

Complex triple-maturation. Stone fruit, toffee, subtle sweet smoke on a long finish.

Islay
Bruichladdich
2008 · 15-Year

Progressive Hebridean distillery. Orchard fruit, barley malt, coastal minerality.

Islay
Bunnahabhain
2022 · Rare Unpeated

Rare unpeated Islay expression. Rich dried fruit, dark chocolate, warming oak.

Private Client
Ultra Rare Vintages
1997 – 2007 · By Application

Access to extraordinary aged expressions from legendary distilleries. Available to qualified investors by invitation only.

Scotch whisky being poured
Who This Is For

Built for
A Select Few

Cask investment is a long game requiring patient capital and a horizon of 5–15 years. We work exclusively with accredited investors who understand the value of tangible, uncorrelated wealth.

Net worth $1M+ (excluding primary residence)

Comfortable with a 5–15 year hold horizon

Minimum commitment of $75,000 USD

Interest in alternative, tangible asset diversification

Business owners, family offices, HNW individuals

Meets SEC Regulation D accredited investor definition

Your Advisor
James Bower
Private Investment Advisor  ·  Cask & Capital

With over 20 years in wealth management, financial planning, and institutional investment — across PNC Investments, Citizens Investment Services, and Summit Wealth Design — James Bower connects qualified investors with exclusive alternative asset opportunities that simply aren't available through conventional financial channels.

Cask & Capital exists to bring James's network access to a category of investment historically reserved for family offices, industry insiders, and institutional buyers. His role is to make the introduction, ensure the right fit, and guide you through every step of the process.

Private Access

Request a
Confidential Conversation

Complete the form and James will reach out within one business day to explore whether a cask portfolio is the right fit for your situation.

Thank you. James will be in touch within one business day.

This page is for informational purposes only and does not constitute investment advice or a solicitation to purchase any security. Scotch whisky cask investments are unregulated alternative assets. Projected returns are speculative — past performance is not indicative of future results. Investment carries risk including possible total loss of principal. Tax treatment depends on individual circumstances and applicable law. For accredited investors only as defined by SEC Regulation D.