Rare wine has fascinated investors for centuries. Lifelong experience in this field is of great importance. Investing in wine is very complex, but done right, it can prove to be a very lucrative business. Over the past three decades, fine wine has demonstrated itself to be one of the top-performing assets, achieving a remarkable compound annual growth rate of 10%. 
Prices for rare wines have increased by over 100% in recent years. This demand is expected to increase even further as more wine lovers develop in the Asian region. The global wine market was valued at USD 339.53 Billion in 2020 and is expected to reach USD 456.76 Billion by 2028. 
 
Corked wine continues to mature after bottling and benefits from an additional price increase over time due to a higher intrinsic value. 
 
Putting a Rare Wine portfolio together is a journey that never really ends. However, what the right composition should look like is just the beginning. It is important to stay informed about the latest trends in order to make appropriate sales and additions to our selection. 
 
Key factors for wine as an investment: 
 
Region 
Choosing the right portfolio mix is similar to choosing on the stock market. We should avoid putting all our eggs in one basket and therefore diversify our portfolio across different wine regions. To this end, we should always keep a few classics from regions such as Piedmont, Tuscany, Bordeaux and Champagne in the portfolio. But it is also important to diversify not only across regions but also across countries and to include wines from Spain, Portugal, Switzerland and Austria, for example. 
 
Quality 
The first step towards success has been taken with the selection of wine regions for our portfolio. Now comes the main part of the research. Not every producer within these selected regions maintains the same quality standards. It is estimated that only 0.1% of the world's wine production reaches investment quality. Therefore, it is of utmost importance to select award-winning wines from top producers. 
 
Storage 
It is not enough to store carefully selected wines in an ordinary cellar if you expect serious returns. The importance of professional storage of wine is the key requirement to obtain world-renowned quality labels. Many auction houses won't even accept the wine if they feel that the storage requirements have not been met.

Name

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Market value (at release)

Splint Invest Platform Fee 
Compensation for the tokenization of the assets, the maintenance as well as the further development of the application and the costs related to the research and maintenance of the expert network. 
 
External maintenance costs 
We are committed to providing the highest standards of storage, maintenance and insurance of your equipment on your behalf. The associated costs will be shared between the splint holders and included as an ongoing cost in relation to each asset. So if you own 1% of the wine bottles, your splint account will be charged 1% of the associated costs. Further details and breakdowns are listed in the factsheet for each investment. 
 
Exit fee 
When you sell an investment, you will be charged a flat fee of 2% of the transaction volume. This includes our expenses for sales on the secondary market, our costs for maintaining this market and our organisation of an asset sale at the end of the contract.

Why Invest in Pétrus? 
Unrivaled Reputation and Merlot Mastery Petrus stands as the pinnacle of Pomerol's wines and holds a distinguished position among Bordeaux estates. The estate's Merlot-based wine originates from an 11.4-hectare vineyard in the eastern part of the Pomerol appellation, delivering a rich and powerful experience with distinct notes of chocolate, spice, and black fruit. Revered globally, Petrus is not just a collector's gem but also ranks among the most expensive wines, making it a compelling choice for investors seeking prestige and quality. 
 
Historical Significance and Superlative Value 
Established records of Petrus trace back to 1837, but its meteoric rise to superstardom occurred in 1962 when the Moueix family acquired a half share. Since then, Petrus has become a coveted inclusion in cellars and auctions, consistently commanding higher prices than many Bordeaux first growths. With a blend of history, exceptional craftsmanship, and the backing of a renowned winemaking family, Petrus proves to be an investment opportunity that transcends time and trends. 
 
Terroir and Old-Vine Advantage: A Unique Proposition 
Petrus's original 7-hectare vineyard, situated on a clay-dominated mound, sets it apart from neighboring estates with different soil compositions. The high clay content, especially conducive to Merlot, contributes to the wine's characteristic soft yet abundant tannins. The estate expanded in 1969 with the acquisition of additional vineyards from Château Gazin. Notably, Petrus allows its vines to age unusually long by Bordeaux standards, replanting only after 70 years, enhancing the uniqueness and potential longevity of its wines. 
 
Meticulous Winemaking Craftsmanship: Every Berry Counts 
Petrus's winemaking process is marked by meticulous attention to detail. Grapes are hand-harvested one berry at a time in the afternoon, ensuring optimal ripeness and avoiding dilution from morning dew. Fermentation occurs in concrete vats, with careful scrutiny of each vat before blending. While the estate's oak usage has evolved over the years, with the 1980s seeing all-new oak, the current approach balances tradition and innovation, with approximately 50 percent new oak. After 18 to 20 months in barrels, the wine is bottled without filtration, preserving the integrity of Petrus's exceptional flavors and textures. 
 
Sell your Splints? We now provide you with the option to repurchase your splints at market value anytime. Please note that an additional processing fee will apply. The processing fee varies based on the volume, investment, and your holding duration. Use the contact form to initiate the process.

The price of €37,250 includes the Splint Invest platform fee and external maintenance costs of €6,350. €30,900 can be allocated to the bottles. 
Platform Fee Splint Invest: Compensation for the tokenization of the assets, the maintenance as well as the further development of the application and the costs related to the research and maintenance of the expert network. 
External maintenance costs: Shipping, handling, 9 years storage, and insurance.

Variable Costs

Ports Francs et Entrepôts de Genève SA,&nbsp;Route du Grand-Lancy 6a, 1211 Genève

40403 Pétrus, Pomerol, 2020

The Liv-Ex Bordeaux 500 index has gained 21.44% in value over the last five years. According to the Liv-ex Power 100 index, it ranks second in terms of average price per bottle, surpassed only by Domaine de la Romanée-Conti. 
 
The Liv-ex Petrus Pomerol has gained 43.40% in value over the last five years.

Return

Despite the global pandemic that affected the wine sector in 2020, prices for Pétrus, Pomerol, remained high due to its scarcity and exclusivity. 
 
Grapes are hand-harvested one berry at a time in the afternoon, ensuring optimal ripeness and avoiding dilution from morning dew. Fermentation occurs in concrete vats, with careful scrutiny of each vat before blending.

Stability

The wines of this vineyard are so popular that each bottle has been engraved since the 1990s to attest to its authenticity. The offered six bottles are in the original wooden case.

Pétrus, Pomerol, 2020

The meteoric rise to superstardom occurred in 1962 when the Moueix family acquired a half share. Since then, Petrus has become a coveted inclusion in cellars and auctions. 
 
Revered globally, Petrus is not just a collector's gem but also ranks among the most expensive wines, making it a compelling choice for investors seeking prestige and quality.

Track Record

Berghaus &amp; Cie. GmbH is a Cologne-based company that offers wine as an alternative investment. They trade in the world's most exclusive wines.

Berghaus &amp; Cie. combines the traditional world of exquisite wines with that of modern investments. The combination of a traditional product with state-of-the-art technologies reflects our entrepreneurial approach: Disruptive Traditional 
 
Wine is not just a complement, but a real alternative to the usual forms of investment. A professional wine investment enriches investors with attractive returns and also offers an exciting future as a tangible asset. 
 
Berghaus &amp; Cie. was founded in 2021 by Tristan A. Berghaus, Martin Dammrath and Peter Irnich. In spring 2022, Dennis Pelzer was taken on as an investor. Since summer 2022, the company has successfully established itself on the German market.

Berghaus & Cie. GmbH

Managing Director 
 
Peter Irnich manages the commercial and operational processes at Berghaus &amp; Cie. He organises the optimal handling of your investment and ensures that your wines are safely stored under perfect conditions at all times. Following his commercial training, he studied business administration in Cologne. He has broad professional expertise in various sectors. After working for a management consultancy in the USA, he participated as managing partner in the founding of Berghaus &amp; Cie. He is intensively and steadily expanding his wine expertise. He is also certified by the Wine and Spirit Education Trust (WSET).

This is an investment opportunity where we have recalculated the expected performance given by the external expert (Berghaus &amp; Cie. GmbH)&nbsp;and have thus verified that a positive return can be expected after deduction of all costs for storage and insurance.

Furthermore, we have verified the existence, the professional storage and the insurance of the bottle.

Pétrus, Pomerol, 2020

Asset's Life Cycle Details

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Documents

Aurelio

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