Institutional Broker Infrastructure
Broker Desk
Manage authorised client portfolios, prepare verified cask listings, route OTC demand, monitor Leonardo Black Box data and track broker commission flow without controlling investor independence.
BROKER DESK LIVE
Managed AUM
£4.82M
▲ +8.4% QTD
Authorised Clients
38
12 active today
Monitored Casks
214
LBB linked: 76
Pending OTC
£682K
9 open deals
Commission MTD
£18.4K
▲ +14.2%
Client Book
Authorised client portfolios with monitoring permissions and deal readiness.
Highland Family Office
£1.42M
Low Risk
Islay Growth Fund
£980K
Active OTC
Private Collector A12
£612K
Sell Ready
Nordic Spirits Trust
£1.81M
Accumulating
OTC Deal Flow
Buyer seeks 20 Islay casks
Buyer Mandate
Private seller offers 1998 single cask release
Seller Mandate
Institutional fund requests quarterly valuation
Reporting
Cask Monitoring Extension
Brokers do not own the client asset. They access monitoring data only with authorisation and use it to prepare reports, exchange listings and client recommendations.
Cask
Client
Score
Action
Commission Tracker
Source
Amount
Status
Due
Exchange Execution
£7,420
Paid
May 2026
OTC Mandate
£8,100
Pending
May 2026
Client Reporting
£2,900
Invoiced
June 2026
Broker AI Feed
AI: Islay cask demand is rising versus warehouse average.
AI: Sherry oak premium widened by 1.2% this week.
AI: Client concentration risk detected in peated assets.
AI: Recommend portfolio rebalance for two clients.