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πŸ‘₯Fine Wine Syndicates

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

Our syndicates are WineFi's flagship product, offering investors the opportunity to access thematic collections of fine wine at a fraction of the cost of owning the underlying assets outright.

This is made possible by syndicate Members co-owning the underlying wines. Previous examples of our syndicates can be found here after registering.

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 β€” including storage, holding period and timing of sale β€” 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 β€” 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.

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

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