Wine

WINE INVESTMENT

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Fine wine is often described as a ‘passion asset’, a luxury product that holds high value and holds a significant position within the alternative investment industry. Investors have been investing in high quality controlled wine, typically with a limited supply, thus providing an investment grade wine and providing an asset to the investor. Not only is fine wine a luxury enjoyed by many, but also a fruitful investment opportunity.

Fine wine has conveyed a strong place in the alternative investments market. The fine wine index increased significantly by 11.3% between the beginning and end of 2017 alone, which is almost twice the gains of the FTSE 100. Not only does fine wine exhibit an compound annual growth rate of 10-20%, but has also proven to be the best performing asset class amongst other passion assets, therefore proving promising returns to those who invest in this alternative option.

 

 

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MARKET OVERVIEW
  • According to the Knight Frank Luxury Investment Index, fine wine conveyed a growth of 192% within 10 years between 2007 and 2017. The Knight Frank 2018 Wealth Report further reveals that 68% of high net worth individuals that took their Attitudes Survey expressed a higher interest in collecting passion assets.
  • Over time as the bottles are consumed, the price of the remaining bottles increase, it’s a rather low risk investment.
  • Fine wine has an annual compound growth rate of 10-20%, proving an incredible performance rate to date within the region.
BENEFITS
  • Diversify investment portfolio
  • Very liquid investment
  • Mitigated risk
  • Low volatility
  • Fine is sometimes a tax-free asset (HMRC treat wine as a perishable item, indicating that profits on wine are not taxable).
MARKET OVERVIEW
  • According to the Knight Frank Luxury Investment Index, fine wine conveyed a growth of 192% within 10 years between 2007 and 2017. The Knight Frank 2018 Wealth Report further reveals that 68% of high net worth individuals that took their Attitudes Survey expressed a higher interest in collecting passion assets.
  • Over time as the bottles are consumed, the price of the remaining bottles increase, it’s a rather low risk investment.
  • Fine wine has an annual compound growth rate of 10-20%, proving an incredible performance rate to date within the region.
BENEFITS
  • Diversify investment portfolio
  • Very liquid investment
  • Mitigated risk
  • Low volatility
  • Fine is sometimes a tax-free asset (HMRC treat wine as a perishable item, indicating that profits on wine are not taxable).

SELF-CERTIFY


HIGH NET WORTH INDIVIDUALS


High Net Worth Individuals are those who have a salary of more than £100,000 per annum or savings of over £250,000. 

SOPHISTICATED INVESTOR


Sophisticated investors are individuals who have experience in similar financial products or alternative investments.

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