Essential Tips for Wine Investors

‘Everybody should have a case of fine wine in their investment portfolio! With financial products such as ISA’s, shares and bonds delivering modest returns at best, the proactive investor has to look beyond equities to enhance portfolio performance. In fact, my personal experience of investing in fine wine led me to found Vin-X for exactly that reason.

The appeal of an investment track record delivering average annual compound returns of more than 12 per cent p.a. has attracted many investors to fine wine. A stable, non-volatile asset whose performance does not correlate directly with the movements of financial markets, fine wine generally outperforms equity-based investments. The inherent value of fine wine offers the opportunity to hedge against recession, inflation, currency devaluation and movements in financial markets.’ – Peter Shakeshaft, Chairman and Founder

Whether you are a seasoned wine investor or new to the market, our essential tips for profitable wine investment will help explain:

  • Which wines have the most active secondary market giving you more certainty on sale
  • What you need to know about Parker scores
  • What investment term you should consider
  • Which factors determine the best opportunities for profit
  • Understanding the benefits and risks of buying wine en primeur

 

 

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Develop your investment knowledge

Previously thought of as a somewhat exclusive asset that attracted only wine connoisseurs, fine wine investment is now an accessible and very popular option to those looking to diversify their portfolios. Our team of Fine Wine Experts and Analysts have developed an essential archive of specialist guides to assist you in understanding the finer details of fine wine investment. Click here to view our Markets Reports and Guides, or speak to a Vin-X Expert today on +44 (0) 203 384 2262

Guide To Fine Wine

Guide to Fine Wine Investment

Download our guide to fine wine investment for a comprehensive introduction to understanding wine as a tangible investment asset and how you can benefit from including it in your portfolio as part of your financial planning.

Market Report March 2019

The Latest Fine Wine Market Report

Our latest report provides a detailed insight into the most up-to-date market news, sector performance and specialist industry analysis. We have also included further analysis on the latest events, economic and geopolitical news, plus our Vin-X buyer recommendations.

Burgundy

An Introduction to Burgundy

Burgundy has been the top performing wine region in recent years and, given the extremely high values involved, investors need to know where the future growth potential lies in a broadening market.

Tax Treatment

Tax Treatment of Fine Wine

The favourable tax treatment of fine wine is one of the many attractions of investing in this tangible asset, however, there are a number of considerations that must be taken into account. Download the 2020/21 report prepared by an independent expert. 


Vin-X: Your fine wine investment partner

Investing in fine wine is certainly not a new concept and with it frequently making headlines, as well as large returns, it’s a growing trend to consider as viable and tangible alternative investment asset.

Since 2010, Vin-X has provided leading fine wine investment and portfolio management services to private clients, companies, charities and clubs. Our unique strategy, expertise in the financial and fine wine markets, and analytically-based, investment advice has effectively resulted in our bespoke portfolios historically exceeding market trends.

To find out more and start your wine investment journey, click here to arrange a call back with a member of our fine wine investment team.