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About Fine Wine and Spirits Investment

Fine Wine investment is one of the longest standing alternative asset classes, showing a clear history of very attractive returns, with key drivers being:

  • An improving asset, where consumption creates an increasing natural supply-demand imbalance
  • Natural inflation protection (i.e. similarities with commodities but overlaid with capital preservation characteristics)
  • Low correlation with other asset classes, including during disruptive market events

There has been a steady movement towards alternative asset classes over recent years. Wine is one of the most accessible and liquid of such alternative assets, with trading spreads now approaching those of traditional financial market-traded assets.

Unlike many alternative assets, wine prices have limited correlation with economic cycles or disruptive market events – as a result, a strong argument can be made around the diversification benefit of wine being a component of a broader investment portfolio.

The longest-running index shows that across the last 30 years wine has delivered over 10% compounded annual growth, which compares to 8% for UK Equities (including reinvestment of dividends) and 4-5% for Gold and Oil.

In recent years we have also increased our activity in the Whisky investment space, such that we are also the leading investment advisor in that segment. Whisky has seen highly attractive returns of around 20% per annum over the last decade, with this momentum showing no sign of slowing. We often include substantial whisky components in fine wine portfolios, while we also undertake portfolios solely focused on whisky (including, in both cases, whisky casks, an area of particular expertise for Bordeaux Index).

Bordeaux Index

Bordeaux Index and Wine Investment

Bordeaux Index is by a distance the merchant with the most experience in the wine and whisky investment spaces – for over 20 years we have helped clients with everything from building a drinking cellar with a responsible eye on future value, all the way through to operating multi-million-pound portfolios in a full discretionary asset management context.

Bordeaux Index's strength lies in its

  • Global reach: important for re-selling wine at investment exit without value leakage
  • Scale: able to source in quantity the most significant investment-grade wines at best-in-market prices
  • LiveTrade: our two-way online trading platform means that most investment-grade wines can be purchased and subsequently sold instantly, in volume and at tight spreads
  • Expertise: a number of ex-finance professionals focused entirely on the investment space

Today we are more active than ever, working with a range of institutions and high net worth individuals, enabling them to access wine and whisky investment with the same confidence with which they would approach more traditional assets. We also regularly put together bespoke solutions for these clients – there is no requirement to conform to a 'one size fits all' approach.

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