🔒Private Portfolios
Work with WineFi to build your own personal portfolio of fine wine, tailored to your budget.
Private Portfolio
A Private Portfolio is a fine wine collection owned outright by an individual investor.
Each portfolio is individually designed utilising our quantitative modelling and leveraging the expertise of our Investment Committee, whilst aligning with the investor's budget, investment horizon, and risk appetite.
Once an investor has decided how much to invest, WineFi will build an optimally-diversified wine portfolio for them tailored to their investment objectives. We recommend £25,000+ as a starting point.
Throughout this process, we purchase the wines on their behalf and custody them within our third-party bonded warehouse.
The wine is owned solely by the individual investor, and stored under their name. WineFi monitors global market conditions and provides sell-side intelligence, but you retain full discretion to instruct a purchase or sale, at any time.
If the investor chooses, they can also instruct the assets to be taken out of bond and delivered to an address of their choice. Postage and duties will be payable by them at cost.
We highlight other investment opportunities throughout their relationship with WineFi, and investors can monitor performance via our platform.
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