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Email: info@cru-wine.com

QUEEN'S AWARD

Cru Wine is a Queen’s Award-winning business based in London, Bordeaux, and Hong-Kong. We are uniquely positioned to assist our clients in the space of fine wine & rare spirit investment by combining our financial expertise, our data analytics, and the wine knowledge of our experienced and diverse team.

TRUSTWORTHY

Our clients trust us to help them build a balanced portfolio and to actively look for opportunities to trade their wines. We have recently been recognised by the Financial Times as the #105 fastest growing company in Europe, as we now have clients from over 30 different countries.

Investing with Cru Wine

Fine wine investment has a long history of delivering 10%+ annual returns when analysing the last 40 years of wine indices. It is also characterised by low volatility on a daily/monthly basis as opposed to equities. However, it is worth noting that some wine regions can go through a period of flat/negative returns followed by many years of strong growth. It is therefore important to keep a portfolio balanced and up to date with the latest global trends. Our experts are here to provide key insight on the latest global developments and help you adjust your portfolio accordingly.

Let us introduce our top experts in fine wine investment:

ROSTISLAV PETROV

Head of Investment with 14 years of experience in fine wine and wine investment
Contact: +44 (0) 2071 9939 48
r.petrov@cru-wine.com

What was the best deal you have done so far?

Seeing great potential in Italian wines, classic regions such as Tuscany and Piedmont. Having been a big fan for a number of years each, every new vintage I tasted I was impressed with more than previous. Classic wines of Italy such as Barolo and Brunello have a great history of making great wine. In the last two decades, these regions benefited from a lot of investment as well as well as global warming which means the quality of the wines have never been better in this part of the world. Seeing big improvements in quality, consistent high scores from wine critics and great history of these wines meant that demand will only rise for these wines. I bought my first bottle of 2010 Monfortino at £300 and it’s now worth circa £1000.

What do you think to be the main characteristics of a well-established wine portfolio?

Only carefully selected producers should be part of the wine portfolio. There are a number of great and expensive wines out there but not all of them investment-grade wines, so it’s important to stick to right “brands”. These producers typically have earned a great reputation over the years and show a proven track record of growth. A balanced portfolio is another key to successful portfolio; like with any assets, it is important to diversify.

What is your number one advice to someone new in wine investment?

Partner with a professional investment wine company that will work on a personalised needs of yours.

GREGORY SWARTBERG

CEO with 8 years of experience in fine wine and wine investment
Contact: +44 (0) 2071 9939 44
g.swartberg@cru-wine.com

What was the best deal you have done so far?

Best deal I have made is buying each year 2 cases of Carruades EP and selling them as soon as they become physical. Has delivered c.20% annual returns on each trade for the last 5 years.

What do you think to be the main characteristics of a well-established wine portfolio?

A diversified portfolio that covers not only different regions but also different vintages. It’s important to have a good mix of ‘blue chip’ wines mixed with the rising stars. I always want to hold wines that I can trade easily if I need as well.

What is your number one advice to someone new in wine investment?

Get expert advice and make sure to buy wine only from a reputable company. It’s important to store wine in a professional warehouse in order to make sure to preserve the prefect ‘en-provenance’ status. No need to rush into wine investment as well, make sure you research the market and get sufficient advice from experts before making your first investment.

What extra can you offer to someone who already has a wine portfolio?

Accurate valuation and an opportunity to exit. We regularly get new investors that bring over their wine portfolio in order to get access to our investor portal where they can see the value of each wine. We then tend to rebalance the portfolio according to the latest market conditions and opportunities.

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Download Our Fine Wine Investment Brochure

The Cru Wine investment brochure will provide a clear overview of the benefits and process of investing in fine wine and show you everything you need to know to start your first investment.

    If you would like to know more about our fine wine investment services, we advise you to contact us above.
    In case you would like to read more, check out our FAQ or read our previous articles on wine investment: