September 6, 2024 – WineFi, the fine wine investment platform, is excited to announce record interest in its latest syndicated deal, The Burgundy Collection. This impressive milestone underscores the growing interest in fine wine as a valuable investment asset.
Historically, fine wine has provided investors with attractive, uncorrelated risk-adjusted returns compared to traditional asset classes. In many cases in the UK, these returns are exempt from Capital Gains Tax. Over the past decade, fine wine has achieved a compound annual growth rate (CAGR) of 11.6%, with certain regions like Burgundy delivering returns as high as 18.6%. Despite these compelling returns, investing in fine wine has often been complex, opaque, and costly.
WineFi aims to simplify fine wine investment by combining cutting-edge data science with the expertise of its Investment Committee. This approach allows WineFi to select, source, and manage fine wine portfolios tailored to investors’ risk appetites. The company has pioneered a unique syndicate model, enabling investors to co-invest in diversified, expertly curated wine portfolios while maintaining day-to-day control through a unique voting system.
Following successful distribution partnerships with Haatch and Founders Capital, which have client bases interested in tax-efficient alternatives, WineFi has reported a record month of growth within its investment syndicate. Wine expert and WineFi’s Investment Committee member Peter Lunzer led this growth.
“When we started WineFi, we were told several times that the only people interested in investing in wine were those who also wanted the option to drink it,” said Callum Woodcock, CEO and co-founder of WineFi. “The success of our syndicate structure proves a significant group of investors is interested in fine wine as an asset class rather than just as a consumable.”
WineFi’s upcoming syndicate, in collaboration with Darksquare Capital, will feature a diversified portfolio across five core investment-grade regions: Tuscany, Bordeaux, Napa Valley, Champagne, and Burgundy.
*WineFi is part-owned by Coterie Holdings, a significant holding company for fine wine business interests. Their CEO, Michael Saunders, sits on WineFi’s Board of Directors.
*Based on a price weighted index of 10,824 most liquid investment grade wines, priced over £960 per 12x75cl case based on Liv-ex Market Price.
For more information about WineFi and its investment opportunities, please visit WineFi.
About WineFi
WineFi was founded by passionate wine investors to address the barriers preventing fine wine from becoming a mainstream asset class. Combining decades of experience in the wine trade with backgrounds in finance and technology, WineFi offers a unique and sophisticated wine investment experience.
The team’s deep understanding of the wine market and financial investments provides clients with extensive insights and opportunities. WineFi makes wine investment accessible, enjoyable, and profitable for both seasoned investors and newcomers.
