Portfolio Management
Request BrochureOur Process
Vintage Associates offer tailored portfolio management providing clients with a hand-in-handservice throughout the duration of the investment. Each investor is provided with a designated portfolio manager whose job it is to manage your account, provide monthly updates and offer buy and sell recommendations. All our dedicated account managers have multiple years of experience in managing wine investment portfolios and their role is to achieve the best return possible. Vintage Associates have a strict criterion of wines that we recommend to our clients and your portfolio manager will look to diversify accordingly. The strategy is to spread your capital across the key wine-making regions (Bordeaux, Burgundy, Tuscany, Piedmont, Champagne, California & Rhone Valley), whilst targeting specific vintages that have critical recognition. All of our portfolio managers have access to the wine market & largest database of historical pricing and statistics (Liv-ex), which allows them to conduct extensive research to forecast certain trends in the market.
Available Plans
There are three plans for our investors to choose from. All the fees are paid upfront and cover everything for the first five years. Each plan comes with slightly different benefits, but all include the usual ongoing portfolio management which includes storage and insurance. Your portfolio manager will provide a tailored investment plan with a clear liquidation date. The liquidation date will be on the fifth anniversary of your investment. You are however able to liquidate your portfolio at any point throughout the investment and the liquidation date is only in place to provide a clear exit strategy. Eight weeks before your liquidation date you will be asked if you want your portfolio to be sold or you will be given the option to maintain your portfolio with us. If you wish to continue portfolio management with us, there will be an annual management fee of 3% on the current market value of your portfolio. The portfolio value is based on the Liv-ex market mid-price, and you will be charged 3% of that figure in advance. This will cover the portfolio management, storage and insurance of your portfolio for the following 12
months.
Annual Plan
The Vintage Cru plan is for high-net-worth individuals, providing the most flexible package we offer. Fees are paid annually which covers the portfolio management for the following 12 months. The larger amount of investment enables greater diversification which in turn allows our portfolio managers to be more creative with their approach. The more expensive wines will perform at a better rate of return and investors in the Vintage Cru plan will often outperform the industry benchmark of 12.4% p.a. Your portfolio manager will provide a tailored investment plan with a liquidation date in 12 months. Please note that you can liquidate your portfolio at any point throughout the investment and the liquidation date is only in place to provide a clear exit strategy. Eight weeks before your liquidation date you will be asked if you want to sell your portfolio, or you will be given the option to continue your investment with us and a renewal date will be set. If you would like to continue with the portfolio management, an annual fee of 3% will be charged on the current value of your investment (based on the Liv-ex market price) and this will cover everything you need for the following 12 months.