Capital at risk
WineFi is the world's only quantitative fine wine investment firm.
Fine wine is a fascinating asset class, but investing in wine has remained opaque, expensive and inaccessible. WineFi’s syndicate model makes it easy to gain diversified exposure to the wine market, at a fraction of the cost of owning the individual wines outright.
How it works
01
Invest in expertly-curated collections of fine wine
Gain exposure to diversified collections of investment-grade wine, sourced and managed by experts.
02
We take care of all the admin so you don’t need to
We transport, store and insure your assets, and report on their performance over time.
03
You receive the profits when the assets are sold
When the time is right to maximise returns, we sell the assets and distribute returns pro rata to investors.
Our Awards
Track the estimated value of your wine portfolio on our platform, both individually and on aggregate, using an objective third-party API.
Interested in a private wine portfolio?
Full Ownership. Complete Control.
Expertly Managed.
Looking to invest a larger sum in fine wine?
Our private wine portfolio service gives you full ownership of a tailored collection, sourced below market value and stored at Coterie Vaults, with expert guidance, tax advantages, and the flexibility to sell, hold, or enjoy select bottles.
Data points analysed
Investors
Annualised alpha
Countries
Strong Returns
Over both the short and the long term, fine wine offers more attractive risk-adjusted returns than mainstream equity, bond and commodities indices.
Uncorrelated
Fine wine is uncorrelated to traditional asset classes, making it a useful portfolio diversifier.
CGT Exemptions
In the UK and some other jurisdictions, returns from investing in wine are exempt from Capital Gains Tax (CGT) in many circumstances.
Low Volatility
Fine wine’s return profile is accompanied by lower volatility than many mainstream and alternative assets.
Visit FAQs page
What is WineFi?
WineFi provides solutions for investors seeking seamless and cost-effective exposure to fine wine as an asset class.
How do you choose underlying assets?
We combine cutting edge quantitative analysis with the expertise of our veteran investment committee to select the assets contained within our portfolios, to choose wines that have the highest likelihood of out-performing. We factor in multiple datapoints like including critic scores, aging potential, vintage, market trends, and price history.
Where do you store the assets?
We securely store the asset ‘in-bond’ at Coterie Vaults; a UK government approved, condition-controlled warehouse.
What investment solutions do you offer?
We offer access to diversified, expertly-curated portfolios of wine from as little as £3,000. We can also build private collections of investment-grade wine for individual investors looking to own their portfolio outright.
How does WineFi make money?
We charge a flat administration fee of 12.5% (equivalent to 2.5% a year) that also covers the management, storage, insurance and brokerage of the wines for five years. If the wines are held for longer than that, additional storage and insurance fees are deducted “at cost” from the sales price of the assets. There are no hidden fees.
