Account Management

Portfolio Management Account

We offer a complete portfolio management account service. This will include initial recommendations from our experienced portfolio manager, all the way to timing the sale of your collection to maximise your investment. 

When you are building a fine wine collection, it is important that the right wines are purchased at the right price. We are very proud of the fact that our statistical analysis and research on overall trends has allowed us to outperform the benchmark average of 12% p.a. 

Our portfolio managers will constantly keep you abreast of market conditions, and our online portal will allow you to assess the performance of your portfolio whenever it is most convenient. 

Storage and insurance is included and liquidation is completely free. There is a management fee associated with this account and the price quoted for each wine will be the exact price that it is trading for on Liv-ex.

Portfolio Management Account Fees

Management Fee

15%

Liv-ex Trade Fee

Included

Liquidation Fee

Included

Storage and Insurance

Included

Execution Only Account

Our execution-only account is for the more experienced wine investor, as we are often approached by clients requesting specific wines and vintages to add to their current collection.  It includes a transparent premium on the price of the wine and provides experienced investors with a direct route to the primary market. 

NB The execution-only account does not include portfolio management, storage or insurance.

Execution Only Account Fees

Vintage Associates Fee

10%

Liv-ex Trade Fee

2.5%

Liquidation Fee

2%

What is Included?

Account

Portfolio Management Account

Execution Only Account

Maximum Investment

No Maximum

No Maximum

Dedicated Portfolio Manager

Yes

Yes

Condition Checks

Yes

Yes

Liv-ex Trade Fee Included

Yes

No

Priority Access to New Vintage Releases

Yes

No

Priority Access to En Primeur Releases

Yes

No

Ongoing Portfolio Management

Yes

No

Tailored Portfolio Plan

Yes

No

No Liquidation Fee

Yes

No

Buying and Selling Recommendations

Yes

No

Monthly Newsletters

Yes

No

Monthly Market Reports

Yes

No

Bi-Annual Valuation Reports

Yes

No

Storage

Yes

No

Insurance

Yes

No