🎨Our Investment Solutions

We understand that each of our partners have specific requirements. WineFi can offer bespoke solutions, or access to 'off the shelf' investment products.

Investment Syndicate

Most appropriate for distribution platforms.

Our investment syndicates allow investors to 'co-invest' in diversified, expertly-curated portfolios of fine wine.

The advantage of this approach is that it allows investors to gain exposure at a fraction of the cost of owning the individual assets outright.

Investors hold a percentage of the underlying wines outright through a bare trust nominee structure, ensuring any Capital Gains Tax (CGT) exemptions carry through to the underlying investor.

These syndicates are structured around a theme (e.g. Bordeaux, Burgundy) or alternatively can be tailored to the interests of your client base.

The target return profile will vary from syndicate-to-syndicate depending on the regions chosen, with two recent examples (Champagne and Burgundy) targeting a 11% and 14% CAGR respectively. The holding period will typically be between 3-7 years.

Each syndicate raises capital from investors and then deploys it into wines from the producers defined in the investment overview. This opportunistic approach ensures that we are able to achieve the best possible pricing, typically sourcing assets at an average of 4.8% below market price.

Over the lifetime of the syndicate, WineFi will field offers for the underlying assets, and sell when the time is right to maximise returns. As wines are sold, returns will be distributed to investors pro rata.

A recent example of a tailored syndicate that we built for Darksquare Capital can be found below:

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WineFi x Darksquare Capital.pdf

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The Fine Wine Collection - a bespoke syndicate investing across five core regions: Bordeaux, Burgundy, Tuscany, Champagne and Napa Valley.

Bespoke Portfolios

Most appropriate for wealth managers, family offices and funds.

For investors who want the optionality of selling down their portfolios whenever they choose, we can construct a bespoke portfolio. In this scenario, the investor will own the underlying assets outright.

For asset managers who are pooling their client's funds and investing directly, this is likely the more appropriate option.

In this instance, we would work with you to develop a strategy tailored to your objectives, and acquire the assets for you from the open market -- managing them for you from source through to sale.

In both scenarios, we charge a 10% sourcing fee. This covers management, storage and insurance for five years (equivalent to a 2% AMC). If the assets are held longer than that, then additional storage fees will be deducted 'at cost' from the sales price of the assets.