Benefits of fine wine investing
- Low risk and stable returns, improving risk-adjusted returns
- Diversification given its low correlation to traditional asset classes
- Asset backed investment, recession and inflation hedge
- Tax efficiency
How does it work?
We fully manage the investment cycle from the very initial conversation, where every client is connected to a dedicated portfolio manager who oversees and actively manages the wine portfolio.
What does Cru Wine have to offer?
- We offer an investment approach that is designed to meet individual investment objectives.
- We are backed by a state-of-the-art platform and a team of investment managers with 30+ years of experience combined.
- Cru Wine has the fundamental expertise and industry insight to identify wines with compelling return potential and build profitable wine portfolios.
- Our fees are competitive in the industry, including a performance fee intended to align our incentives with the investors.
- Our investors can access their investment portfolios through the “online cellar”, with latest views of their holdings, by wine, region and vintage.
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.
For more details please download the introduction brochure to investing.
Let us introduce our top experts in fine wine investment:
Head of Investment with 14 years of experience in fine wine and wine investment
Contact: +44 (0) 2039 2545 28
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.
Portfolio manager with 12 years of investment experience at Goldman Sachs Asset Management and JPMorgan Asset Management
Contact: +44 (0) 2039 2545 15
Given your background, how are you putting your equity investment experience to work?
There are lots of parallels between investing in equities and in wine, how to think about the micro and macro dynamics that may impact the investment portfolio, where you’re exposed and where you’re taking risks. Education and demystifying the investment process are crucial to bringing the clients on the journey with you. Investing in wine isn’t just about investing in what you know or what you like, but rather identifying opportunities that will generate investment returns.
How did you get into wine?
Besides being an avid consumer, I have tracked wineries all over the world, from Napa and North Fork in the US, to Stellenbosch and Franschhoek in South Africa, and of course Tuscany and Bordeaux in Europe. So keen in fact I ran the Marathon du Médoc and blissfully fueled up at every one of the 23 stations along the way. The passion behind winemaking is contagious.
What do you think are the main characteristics of a well-established wine portfolio?
We take individual investment objectives into consideration and build a portfolio that is suited to their risk appetite and investment horizon. Diversification is key, to achieving the right balance of blue-chip stocks with rising stars. Maintaining a long-term outlook is also crucial, and not be deterred by macro or economic uncertainties. Take 2020 as an example, if one exited their investments or held off investing, because of Covid or US tariffs among other things, in all likelihood, they would have missed out on returns in an environment of weak liquidity and would not have capitalized on the upside when sentiment came back.
Advice to someone new to wine investment?
Partner with an investment manager you trust and be patient – wine investing is for the long term and it will pay dividends!
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: