👥Fine Wine Syndicates

Our fine wine syndicates broaden access to fine wine as an asset class.

Invest in curated collections of investment-grade wine

Our wine investment syndicates are our flagship investment product, designed to broaden access to the fine wine market.

Through a syndicate, investors can co-invest alongside other WineFi clients in carefully selected collections of investment-grade wine, gaining exposure to opportunities that would often be difficult or expensive to access individually.

Each syndicate is built around a specific investment theme or opportunity, identified through WineFi’s research and market analysis.

By co-investing with other investors, Syndicate Members can participate in high-conviction opportunities while committing only a fraction of the capital required to own the collection outright.

To see previous examples, please Register for the WineFi platform.

How it Works

1

Analysis

WineFi presents research on a particular theme, highlighting key trends and analysis, along with a "permitted investment" which clearly outlines the scope of the opportunity.

2

Commitment

Investors opt in by confirming their chosen investment commitment, subject to a minimum commitment threshold.

3

Acquisition

WineFi sources the wines on behalf of the Syndicate, with custody in a bonded warehouse under a segregated sub-account in the names of Members.

4

Governance

All strategic decisions — including storage, holding period and timing of sale — are made directly by the Syndicate Members via a voting system. WineFi may present recommendations, but final control rests with Members.

5

Exit

When market opportunities arise, WineFi and/or Syndicate Members present potential sale options. The Syndicate votes on whether to proceed, and proceeds are distributed pro rata to each Member’s entitlement. This occurs over the lifetime of the syndicate until all investments are sold.

Structure

Benefits to the Investor

• Lower Barrier to Entry – By operating as a syndicate, Members gain exposure to wines that might be inaccessible individually, either due to rarity or pricing.

• Diversification - The Syndicate format broadens each Member’s exposure across producers, labels, regions, and price points — providing diversification that would otherwise require significant individual capital outlay.

• Discount to Market – Through scale and relationships, WineFi has consistently secured wines at a discount to prevailing market prices across recent Syndicate launches.

• Transparency and Control – Members retain direct beneficial ownership of their proportionate share of the wines. Assets are held on bare trust in their name, with all strategic decisions taken by the Members under the Syndicate Terms.

• Flexibility – Syndicates are opt-in and deal-specific, allowing investors to curate exposure by theme, region, or producer without the obligation of an ongoing fund commitment.

---

Comparison: Fine Wine Syndicates vs. Private Portfolios

The table below highlights the key differences between our Fine Wine Syndicates and Private Portfolios, helping you choose the structure that best suits your investment objectives.

*The portfolio is typically sold down over the anticipated time horizon, with payouts made in real time. Closed-ended unless syndicate members vote to redeem early.

For more information on whether a syndicate or private portfolio is right for you - please see this article on the WineFi website.