For years Jacob has helped institutional investors build portfolios with an eye towards identifying assets that balanced returns with stability. Now he brings this same approach to an industry close to his heart that has fascinated him for years, single malt scotch whisky. Jacob has a particular fondness for a Bunnahabhain whisky, with its sweet unpeated character, though cites Mortlach as his favourite distillery, for their traditional methods producing a full-bodied whisky deserving of the name ‘The Beast of Dufftown’ and the mystery evoked by their covert production methods.
When approaching a new client portfolio, Jacob first spends time understanding what the client wants to achieve from the investment, what would complement their current holdings, and identifying the value in any potential cask investment. He cites the client’s journey into understanding Scottish whisky production, and their subsequent enthusiasm to learn more, as the most rewarding aspect of his role in whisky cask investment.
