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An up-to-the-minute introduction to the fine wine investment market by one of the UK's foremost investment experts

How to increase your profits effectively and safely
How to apply quants to wine - and why you MUST account for relative value
How to buy and (more importantly) exit with confidence
And why you should NEVER pay the merchants' offer price

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Wine Investment

Previously thought of as a somewhat exclusive option that attracted only the most erudite wine connoisseurs, fine wine investment is now an accessible and popular option – and it’s not hard to see why.

The supply and demand characteristics of fine wine investments are unique among luxury commodities. The inherent nature of the product itself is what makes it such an alluring option. In terms of demand, a fine wine becomes more covetable as it improves with age. An obvious statement, but when seen from an investor’s perspective it adds another dimension to this product. The rarity value of wines naturally increases as time passes and with it, their desirability.

Unlike other high-end assets, there is no option to increase the supply of a certain wine as demand rises beyond what’s physically in existence. Each Château produces each vintage (year of production) in limited numbers – production cannot be raised even if new markets emerge. The supply of fine wines can only decrease over time as wine is consumed.

Why Fine Wine?

Strong performing physical asset class

Outperforms equites over 15 years (Liv-ex)

Tangible investment non-correlated to traditional markets

Superior diversification tool

Market denominated in £ sterling

Wine investment as part of a diverse investment portfolio

Capital Gains Tax (CGT): HMRC regards wine as a ‘wasting asset’ and so in many cases, won’t charge you tax on any profit you make from your wine portfolio.

In addition to its tax benefits, we’re seeing more and more interest in wine as part of a diverse investment portfolio. Wine doesn’t follow the same patters as stock or currency investments and as a result, it’s an excellent option for those looking to build a varied portfolio. A well-chosen diversified wine portfolio can even mitigate risk by and of itself, with the depth of the market providing plenty of opportunities to collate a balanced selection of vintages.

Amphora’s experienced wine investment advisors can help ensure that your wine investment portfolio achieves this perfectly. We’ll introduce you to the wines that we have identified have the best potential for price appreciation and steer you away from those with the biggest downside risks.

We’ll listen to your individual investment ambitions and build a clear understanding of what you want to achieve and when. Following our initial consultation, we’ll use our extensive knowledge of the market – updated constantly with information from our quantitative analysis tool – to provide you with our very best recommendations.

Ready to find out more? Then fill out the form at the top of the page and we will send you our FREE wine investment market report.

Philip Staveley |
Head of research, Amphora Portfolio Management

"In my experience, most wine investors are going about it all wrong, and would-be-investors aren't joining the party due to ill placed preconceptions.

Happily, these issues are very easily rectified..."

Phil graduated from St Andrew's University in 1980 and joined Jardine Matheson in Hong Kong.

On returning to the UK in 1985 he became an Asian equities broker. In 2001 he joined Deutsche Bank where he built the first ever composite Global Emerging Markets distribution platform, before retiring from the industry in 2008.

Since that time he has been a freelance journalist, active private investor, and property developer. His first investment in fine wine was in 1998.

He is one of the foremost wine investment experts in the UK.

Read Philip's FREE report on the fine wine investment market.