How does wine investment work?  

You don’t have to have specialist knowledge to invest in fine wine. See how our expert team guide you through the whole process.

An introduction to wine investment

How we help you invest in wine

Researching the Market

Download our accessible guides and reports, while our monthly market reports deliver a wealth of insights into market trends and shifts.

Accompanied by our expert analysis, these reports are designed to equip you with the knowledge needed to navigate and understand the evolving market landscape.

Registering your Interest

Once you register your Interest, provide details online or by phone.

Whether you're a seasoned wine connoisseur or a novice uncertain about Bordeaux and Burgundy distinctions, our customer-centric team is here to assist.

Expert Guidance and Advice

One of our expert Portfolio Managers will be in touch to discuss your investment goals.

Each of our team are well versed in both fine wine and financial markets. Whether you’re a beginner or a seasoned wine veteran, we handle your enquiry with courtesy and professionalism.

Creating your Portfolio

Now we are clear on your aims and budget we will select the best investment wines for you to build a personalised fine wine portfolio tailored to your unique requirements.

Our expert team is constantly appraising the market to understand buying trends and price performance to identify great opportunities for growth for wine investors.

Maximising Value

We handle the transportation of your investment to a secure, bonded and temperature-controlled facility.

This ensures your wine is kept in tip-top condition while it appreciates in value.

We can even arrange for you to visit your investment in person should you wish to.

Monitoring Performance

We will keep you updated on market and economic developments affecting fine wine price performance through our specialist reports and newsletter. 

Your Vin-X Portfolio Manager will provide you with regular valuations and market insight to guide you to make strategic decisions to help you adapt and grow your wine investment.

Fine Wine Experiences

Elevate your investment experience by attending our bespoke wine events and exclusive experiences.

We open doors to unique adventures and opportunities, such as welcoming clients to Bordeaux. We have visited some of the worlds finest wine producers, delving into the artistry behind their exquisite investment-grade wines.

Realising your gains

When the time is right, you are going to want to sell your wine and hopefully make a profit. Your portfolio manager is on hand to help whenever you need it.

Whether we see an opportunity to profit from selling wines in line with your goals, or you need to sell your wine, we do our utmost to secure you the very best price for your investment.

Why choose fine wine as an alternative asset?

Most of us enjoy a glass of wine but how can this be something to invest in?

Consider that less than one per cent of the world’s wine production has the quality, critical acclaim and  demand to trade on the secondary market.

Fundamentally, the limited supply and high quality of these fine wines, supports long-term value growth.

See how wine performs

 

 

What are the fundamentals of wine investment?

Tangible Asset

 

Wine is a tangible asset esteemed for its physical presence and potential appreciation. Its value is influenced by factors including grape quality, critic scores, winemaking methods, and vintage rarity.

As a premium investment, well-aged or rare bottles have the potential to appreciate over time which make them appealing to collectors and investors. 

Thriving and expanding

 

The wine industry is booming globally due to rising demand and limited supply. This surge is fueled by a growing appreciation for fine wines and increasing interest in wine investment.

The convergence of limited supply and heightened demand positions wine as both a cherished luxury and an attractive financial asset.

Tax efficiency

 

Fine Wine is a tax-efficient asset, with any profits you make typically exempt from Capital Gains Tax, enhancing its appeal as an investment.

Alongside the potential for strong returns without the burden of additional capital gains tax, makes wine a compelling choice for investors looking at alternative assets to help diversify an investment portfolio.

Lower Risk Profile

 

 Wine is often considered low-risk, characterised by stability and resistance to recession. Its demand tends to endure economic downturns, as wine consumption remains relatively consistent.


We typically expect to see returns of around 14% per annum on a well-balanced portfolio, although individual wines can significantly outperform this. 

Ensuring Provenance

 

Wine's value hinges on authenticity and provenance. The assurance of a wine's origin and history is crucial for collectors and investors.

Maintaining meticulous records of provenance enhances trust and safeguards against counterfeiting, underscoring the importance of authentication in preserving the integrity and value of a wine investment.

Robust market

 

Fine Wine is a robust market with the opportunity to purchase wines straight from the barrel (En Primeur) and an established secondary market that offers price transparency and liquidity.

This secondary market facilitates the buying and selling of wine, providing investors with clear pricing information and a means to convert their holdings into cash, contributing to its overall strength and appeal.

How to invest in wine?

Investing in wine does not replace your traditional investments. It should be seen a means to diversify and spread risk.

As an asset, wine performs differently to your stocks and shares, with its key characteristic of stable growth over the long term and relative resistance to recessionary pressures. This performance can add value and de-risk your overall portfolio performance.

Why Invest?