Frequently Asked Questions
A Separately Managed Account (SMA) is an investment mandate where your assets are held in an account in your own name at a regulated prime broker. Brookestone Capital is appointed via a Limited Power of Attorney (LPOA) to execute trades on your behalf. You retain full ownership and visibility at all times. To apply, contact us to begin the professional client onboarding process.
Management Fee: No management fee. Performance Fee: 30% of net new profits above the previous high-water mark. There are no subscription, redemption or administration fees. The full fee schedule is disclosed in the Investment Management Agreement provided during onboarding.
Minimum mandate for direct HNWIs and IFA-referred clients: EUR 100,000. Minimum for family office mandates: EUR 500,000. For the Luxembourg AMC structured certificate: EUR 100,000 per certificate. Brookestone Capital does not accept retail investors or mandates below EUR 100,000.
Brookestone Capital works exclusively with MiFID II Professional Clients and Eligible Counterparties, or their equivalent under applicable international regulations. Investors must satisfy net worth and/or professional experience criteria as defined by the FCA. Retail investors are not accepted.
Client assets are held directly in your own separately managed account at a regulated prime broker. Brookestone Capital never holds or has custody of client funds. You retain full ownership and can withdraw subject to the terms of your Investment Management Agreement and the prime broker's standard procedures.
All Brookestone Capital strategies involve leveraged instruments and carry significant risk of loss. The Delta strategy has a higher risk profile suited to investors with a greater risk tolerance. You may lose part or all of your capital. Please review the full risk disclosure in the Strategy Factsheet before investing.
Withdrawal terms are defined in your Investment Management Agreement. Standard notice is 72 hours, aligning with the prime broker's trade settlement and withdrawal processing procedures (typically T+2 to T+5). There are no lock-up periods or exit penalties.
Four systematic strategies are available: Alpha (trend-following FX & indices), Gamma (capital preservation) and Delta (digital asset systematic). Investors may allocate to a single strategy or request a blended mandate. Full methodology is disclosed in the Strategy Factsheet.
BC1 and BC2 are Actively Managed Certificates (AMCs) issued under a Luxembourg law framework and administered by Aldburg S.A. They provide professional investors with structured exposure to gold-backed trade finance transactions. Minimum subscription: EUR 100,000 per certificate. Available to MiFID II Professional Clients and Eligible Counterparties only. Full details in the Product Information
Memorandum, available on request.
Yes, the investment strategies provided by Brookestone Capital are independently audited. Audited reports are available upon request by contacting us.
To begin the mandate onboarding process: submit an enquiry via the Contact Us page or book a call via our Calendly link. We will issue the Strategy Information Memorandum and onboarding documentation pack within one business day. Typical onboarding timeline: 5–10 business days.