Invest with Hatton & Edwards
Wine Investment
Whether looking to diversify an existing portfolio or build a legacy collection, our wine investment services offer access to secure, tax-efficient physical assets with historically proven returns.
Consistent Performance
12.8% p.a.
Average compound annual returns of the Liv-ex 1000 index over the past 15 years, demonstrating long-term inflation-hedged growth.
Capital Protection
0.08 Beta
Virtually uncorrelated to equities and bonds. Physical fine wine acts as an exceptional defensive cushion during financial downturns.
Tax Efficiency
CGT Exempt
Wines are classified as 'wasting assets' by HMRC and regulatory authorities, meaning profits are generally entirely exempt from Capital Gains Tax.
Portfolio Simulator
Estimate your cellar distribution
Adjust the simulator budget to see typical asset allocation distributions. Real allocations are curated dynamically based on current market valuations.
Portfolio Tier
Balanced Growth Cellar
Increased diversification across Burgundy and high-growth regions. Targets a balance between defensive blue-chips and high-appreciating allocations from Napa Valley and Piedmont.
Asset Allocation
Process
The investment lifecycle
01
Bespoke Setup
Discuss investment amount, timeframe, risk tolerance, and tax structures with your dedicated manager.
02
Expert Sourcing
Our acquisition team leverages secondary markets and exclusive allocations to secure stock below retail prices.
03
Bonded Vaults
Stock is directly transferred to temperature-controlled bonded warehouses, fully insured at replacement value.
04
Liquid Market
When optimum drinking windows open, sell seamlessly to our worldwide trade clients or private collector base.
Get in touch
Speak with an adviser
Create your custom portfolio configuration. Complete this brief request, and our fine wine team will contact you.