Investment Mandates for Professional Investors, IFA Networks and Family Offices
Brookestone Capital works exclusively with MiFID II Professional Clients and Eligible Counterparties. We provide separately managed account mandates, systematic trading strategy allocation and access to structured alternative investment vehicles.
Our client relationships are direct, transparent and governed by formal Investment Management Agreements.
Three Client Segments.
One Investment Manager.
Direct High-Net-Worth Individuals
Minimum mandate: EUR 100,000.
Professional client classification required under MiFID II or equivalent.
Direct relationship with James Watts, Founder & CIO.
IFA Networks & Wealth Managers
We welcome introductions from FCA-regulated intermediaries. White-label reporting and co-branded materials available. No minimum referral volume.
Family Offices
Minimum mandate: EUR 500,000.
Bespoke reporting, quarterly investment calls and custom strategy allocation frameworks available.
How to Invest
Onboarding Process
1. Initial Consultation — Discuss objectives, risk appetite and mandate requirements.
2. Professional Client Classification — MiFID II categorisation documentation.
3. KYC/AML — Identity and source-of-funds verification.
4. Investment Management Agreement — Execution of LPOA and IMA.
5. Account Activation — Separately managed account opened at prime broker. Funds deposited directly — Brookestone Capital never holds client assets.
6. Live Monitoring — Real-time investor portal access from day one.
Typical onboarding: 5–10 business days.