Braeburn’s successful portfolio management model available in the U.S. for the first time
A secure and regulated opportunity for U.S. investors – with historical performance significantly exceeding more traditional options such as gold*
NEW YORK–(BUSINESS WIRE)–Braeburn Whisky, trusted whisky cask investment experts, are pleased to announce the launch of operations in the United States.
With the value of premium whisky consistently appreciating, cask investment has grown in popularity across the globe.
Now for the first time, Braeburn’s successful portfolio management model is available in the U.S., offering investors a secure and regulated investment experience and unprecedented access to some of Scotland’s most famous and up-and-coming distilleries.
Samuel Gordon, President of Braeburn USA said: “Braeburn Whisky is pleased to launch Stateside and offer U.S. investors a secure opportunity to invest in whisky casks. In today’s financial environment, assets like whisky casks are a robust option for diversifying portfolios and hedging against inflation.”
He continued: “We are a unique team – we apply a high level of financial acumen and technical precision to our work, but we are still rooted in a deep dedication to the heritage of Scottish whisky. We are excited to share that passion with U.S. investors and are looking forward to our newest home in NYC.”
Whisky casks have historically outperformed more traditional investment options. A model portfolio of whisky casks curated by Braeburn achieved an appreciation of 121.4% over a recent four and a half year period (July 1, 2018-December 31, 2022). Which means a £100K investment made in mid-2018 would have been worth £214,122 by year end 2022. This beats investments over the same period in gold (£150,864), the S&P 500 (£132,237) and various other stock indexes. See Appendix A for further details illustrating historical price performance. Please also note that past performance is no guarantee of future success.
Founded in 2016, Braeburn Whisky offers clients in the United Kingdom, Europe and Asia the opportunity to diversify their portfolios by investing in whisky casks. The company has pioneered an innovative service that allows investors the potential to build and manage whisky cask portfolios with a similar level of simplicity as traditional financial instruments. Investors are empowered with a fiscally-minded approach that includes extensive research, pioneering data, transparent oversight and expert support. There are currently more than 2,000 customers and 3,000 casks under management worldwide.
Innovative technology, combined with a team of whisky investment professionals and enthusiasts, allow the company to build whisky portfolios that have, historically, helped to protect wealth and deliver strong capital growth to investors. However, past performance is no guarantee of future success and not all investors will have the same results. Braeburn is committed to providing investors with the security and expert support needed to design a diverse portfolio of whisky casks with the potential to maximize returns.
Braeburn has worked closely with regional partners to ensure its investment offerings meet requirements for exempt offerings of securities under regulations adopted by the U.S. Securities and Exchange Commission. Accordingly, Braeburn has engaged INTE Securities LLC, a registered broker-dealer in the US, to act as Braeburn’s agent for the sale of Braeburn’s whisky cask investments. Please refer to the Appendix B for a description of various regulatory matters.
Braeburn contributes expertise throughout the entire continuum of each investment, uniquely acting as an investment, marketing, and sales partner. This begins with a highly personalized service of matching investors to the casks that make sense for their portfolio. Subject to regulatory compliance protocols, Braeburn can help guide resale through its large network of buyers and can support bottling and labeling should investors be interested in marketing their investment.
To mark its U.S. launch, Braeburn is opening its first space in the country, located on West 57th Street – right in the heart of classic midtown Manhattan. The newly designed offices will not only serve as a space for investors to learn about opportunities, but also as a tasting room to introduce the best of Scotch Whisky to the US.
* (Braeburn’s latest Whisky Cask Market Report excerpted at Appendix A)
APPENDIX B: REGULATORY NOTICE AND RISK FACTORS
Under U.S. law, Braeburn’s whisky cask investment offerings are considered “securities” because of the nature of Braeburn’s support for the investor, the way the investments are marketed and other factors.
Accordingly, Braeburn offers the whisky cask investments under the exemption provided by Rule 506(c) of Regulation D under the US Securities Act of 1933, as amended. Under this offering exemption, each U.S. purchaser must meet “accredited investor” requirements as defined by the SEC, and Braeburn is required to independently verify that status through corroborative documentation or other means.
To ensure certain other securities laws requirements are met, Braeburn has engaged INTE Securities LLC, a registered broker-dealer in the U.S., to act as Braeburn’s agent for the sale of Braeburn’s whisky cask investments. Braeburn has also arranged that its warehouses will follow established custody procedures to ensure the investor that the cask will be maintained as the property of the investor, and that only the investor may authorize actions with respect to the cask such as transfer of ownership or physical transfer of the cask.
This complete framework further ensures that regulatory requirements are met to support a secure investment opportunity for U.S. investors. However, this does not ensure that the purchase of Braeburn’s whisky casks is free of risk. There are several risk factors, including that the purchase of Braeburn’s whisky casks is a speculative investment, that past performance of price appreciation may not continue, and that there is no established resale market. These risks are outlined in investor subscription documents that are the only means for investors to acquire from Braeburn whisky cask investments in the U.S.
INTE Securities LLC is a member of FINRA (www.finra.org) / SIPC (www.sipc.org) . To view INTE Securities LLC, please go to www.finra.org/brokercheck
Contacts
MEDIA
Hinter Media on behalf of Braeburn
Ahren Rehmel
[email protected]
+1.734.274.0878
