Brand
Producer
History
Vintage quality
Scheduled re-scores
Liquidity
Critic score
Provenance Certification
Drinking window
Market trends
Comparative price analysis
Availability
Historical price performance
Vintage production
Brand
Producer
History
Vintage quality
Scheduled re-scores
Liquidity
Critic score
Provenance Certification
Drinking window
Market trends
Comparative price analysis
Availability
Historical price performance
Vintage production
Our five stages to portfolio management
Macro analysis
Context is important. Before any investment decision, we consider the broad economic climate - global markets, various asset types.
Wine market analysis
Zoom into the fine wine market. We look at regional trends in the context of global demand. For producers, we’ve identified 14 key metrics that play a role in picking investment-worthy wines.
Forecast
Based on data, experience and technology, we predict trends, assess risks and identify opportunities for the long term.
We invest in regions that respect a strict set of rules and have a potential for appreciation.
Targeted Returns
We use a top down approach across our portfolios to best set them up to deliver the results you are targeting.
Strategic allocation
Diversification across regions, vintages and producers is critical.
Performance review
We periodically revisit the markets to identify the newest developments.
Tactical allocation
We adjust your portfolio to respond to the latest research, with the aim of maximising your returns.
Research & analytics
Over time, we've developed and refined proprietary algorithms to identify wines that give superior returns.
Management
Our active portfolio management means regular portfolio rebalancing so that you can reach the desired return objectives.
How we create portfolios
Risk & term consideration
All portfolios are created around three factors – investment level, time horizon and risk appetite. Wine investment is not 'one size fits all', our wine investment portfolios are carefully personalised to you and your requirements.
Deployment of capital
Once the account is funded, we acquire the assets. You will receive a full report including wine selection and allocation, fees, analysis and research, market outlook, and the projected returns for your portfolio.
Meet the Cult Wines Investment Committee
The Committee combines the knowledge of our most experienced wine experts. They meet regularly to review strategy, risk parameters and portfolio performance.
Our active approach to investing
Act from the head
Trade
We have access to the biggest marketplaces in the world to enable effective asset acquisition and liquidation for our investors.
Manage
We build balanced portfolios, and actively monitor and rebalance them for the best returns.
Passionate Experts
Passion
We love wine. So much so, that we have dedicated ourselves to learning as much as we can about it. To share in our journey, you can visit the Wine Academy, where we document and share everything we have discovered.
Support
We are here to help, always on hand to support you throughout your investment journey.
Where is your wine
Storage influences wine quality and hence value and ease of sale
