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

Year

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Region

Type

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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.

"Bordeaux is perhaps the most prestigious wine region globally, and for many years was the only region considered to produce truly 'investment grade' wine. Despite a boom in the wine markets over the past thirty years, Bordeaux still represents around 40% of wine traded on the secondary market, meaning that this region should form the cornerstone for any investment portfolio. 
 
Often regarded as "over priced", a pull back in the wine markets in 2023 means that Bordeaux now represents exceptional value. This 'Bordeaux Royalty' collection allows investors to gain access to a diversified selection of iconic Bordeaux producers like Chateaux Lafite, Latour, Le Pin and Petrus, at a fraction of the cost of owning the wines outright" - Callum Woodcock, Expert at WineFi 
 
Why Investing in the Bordeaux Royalty portfolio? 
About Bordeaux 
Bordeaux is the most prestigious wine region in existence. Until relatively recently, it was the only region considered truly ‘investment-grade’. 
Whilst the wine market has expanded dramatically in the last thirty years, Bordeaux still makes up ~40% of secondary market trading volumes, meaning it should always form the cornerstone of any wine portfolio. 
Known informally as ‘claret’, red wines from Bordeaux are known for their quality and ageability – essential characteristics in any investment-grade wine. In addition, the Chateaux included in this collection have timeless ‘brand equity’. 
These factors led to Bordeaux sparking the ‘Asian Wine Boom’, that has led to an explosion of interest in fine wine from the Chinese market from 2005. 
In 2023, Liv-ex Bordeaux 500 markets fell nearly 15%. As a result, this region represents exceptional value to investors looking to enter the wine markets. 
The wines in this collection are highly sought after by collectors, and represent exceptional value in a soft market. 
 
Château Lafite-Rothschild 
Château Lafite-Rothschild is perhaps the most prestigious wine producer in existence, a title rivalled only by the best known names in Champagne and Burgundy. 
One of just five ‘First Growth’ chateaux under the 1855 Bordeaux Classification, alongside Chateaux Latour, Haut-Brion, Margaux and, more recently, Mouton, Lafite-Rothschild has long been synonymous with luxury, being a favourite of the French Royal court. 
Both the 2015 and 2016 vintages included in this portfolio are considered ‘Excellent’, bordering on ‘Legendary’ and these wines have decades of price appreciation ahead of them. 
 
Château Petrus 
Château Petrus is a small wine estate in the iconic AOC of Pomerol, comprising just 11.4 hectares. The prestige of this estate comes not just from the quality of the wine it produces, and the fact it produces no ‘second’ wine. 
Such is this prestige that Château Petrus is believed to hold the dubious title of being the most forged wine in the world, Whilst the assets in this collection have perfect provenance, the fact that it is so frequently counterfeited speaks volumes to its status and prestige. 
We are pleased to be able to offer a large format bottle of the 2007 vintage, which often commands a premium at sale due to its ‘crowd pleasing’ characteristics. This collection also contains two bottles of the excellent 2018 vintage, which achieved a rare 100/100 points from Wine Advocate. 
 
Château Angelus 
Chateau Angelus was one oft he first to capitalise on rising interest in Bordeaux from China and elsewhere in Asia. In part, some of their success in China was thanks to their logo, which shows a golden bell – referred to as ‘Kin Chung’ in China. 
The 2015 was an Excellent vintage, and we are pleased to be able to offer this wine in magnum format. The 2021 vintage, also included in this collection, achieved strong critic scores and has plenty of aging potential ahead. 
 
Château Canon 
Chateau Canon hails from the Saint-Emilion Grand Cru appelation, which produces wines under slightly tighter restrictions than other appelations to ensure quality. 
The 2020 vintage is considered Excellent, bordering on legendary, and this wine achieved a rare 100/100 critic score from Wine Advocate. 
Significantly, this wine is also priced at a low enough price point that it is consumed more regularly than some other wines in this portfolio. This leads to an accelerating declining supply-side, and an equivalent rise in supply. 
A young Bordeaux wine, this has plenty of aging potential ahead of it. 
 
Château Cheval Blanc 
Located in St-Emilion, the “Chateau of the White Horse” is one of the most famous of Bordeaux, having gained its first medal at the 1862 Universal Exhibition in London. 
Since then, it has gone on to achieve a reputation and price point comparable to the “First Growth” estates. 
The 2015 vintage was excellent, and this wine achieved a rare 100/100 critic scores in Wine Advocate. 
 
Château Figeac 
Chateau Figeac is a highly regarded wine estate in Saint-Emilion, on the so-called right bank of the Dordogne river. 
The 2016 vintage in Saint-Emilion was excellent, and this wine achieved critic scores of 97+ from Wine Advocate. 
 
Château Latour 
Alongside Chateaux Lafite, Mouton, Haut-Brion and Margaux, Chateau Latour is an iconic ‘First Growth’ producer, and one oft he most famous wine producers in existence. 
Situated in the South-East corner of Pauillac, this estate has recently gained infamy amongst wine investors for cellaring their own wines for a decade prior to release. 
The 2005 vintage, which we are glad to be able to offer within this collection, is regarded as ‘Legendary’. Often known as the ‘vintage of the century’, 2005 was the original Bordeaux vintage that sparked Chinese passion for fine wine. Whilst it has plenty of aging potential left, it has entered its drinking window – meaning we can expect an acceleration in the decrease of the supply side. It achieved excellent critic scores of 98+ from Wine Advocate. 
 
Château Leoville Las Cases 
Located in the Saint-Julien appelation of Bordeaux, Chateau Leoville-Las Cases is ranked as a ‘Second Growth’ in the 1855 classification – a rank of high prestige. 
Like Chateau Canon, this wine is also priced at an attractive enough level that it is consumed more regularly than some ofhe ‘collectable’ wines in this portfolio. That means an accelerating supply-side decline, and an associated rise in price. 
The 2020 vintage was excellent, and this wine has achieved 97+ critic scores from Wine Advocate. 
 
Château Pichon Baron 
Chateau Pichon-Longueville Baron, usually referred to simply as ‘Pichon Baron’ is a prestigious Pauillac estate in Bordeaux. 
It has a fascinating history, coming into being – along with its sister estate, Chateau Pichon-Longueville Comtesse de Lalande (‘Pichon Lalande’) in 1850 after Baron Joseph de Pichon Longueville gave one part of his estate to his daughter and one to his son. 
Alongside 2005, the 2009 vintage is regarded as ‘Legendary’, with the year producing excellent wines across the board. This wine achieved critic scores of 96+ from Wine Advocate. 
 
Château Ducru-Beaucaillou 
Located in Saint-Julien on the so-called ‘left bank’ of the Gironde estruary, Ducro-Beaucaillou is a highly rated ‘second growth’ under the 1855 classification. 
The 2005 vintage is regarded as ‘Legendary’. Known as the ‘vintage of the century’, 2005 was the original Bordeaux vintage that sparked Chinese passion for fine wine. 
This wine achieved 97/100 from Wine Advocate. 
 
Chateau Le Pin 
Le Pin is a miniscule (2.7 hectare) property in the Pomerol district of Bordeaux. It is relatively young by Bordeaux standards, only being established in 1979. Since then, it has become an iconic wine due to its quality but especially ist very short supply. 
The 2018 vintage was excellent, and this wine shows exceptional aging potential. It also achieved critic scores of 99 / 100 from Wine Advocate. 
 
Chateau La Mission Haut-Brion 
Not to be confused with its sister chateau, Chateau Haut-Brion, Chateau La Mission Haut-Brion is a highly regarded producer in its own right. 
This wine is from an excellent vintage and achieved high critic scores of 94+ from Wine Advocate. 
 
 
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 67,950 € includes the Splint Invest platform fee and external maintenance costs of 7,600 €. 60,350 € can be allocated to the asset. 
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, 7 years storage, and insurance.

Variable Costs

Coterie Vaults,&nbsp;Unit 6, Blackacre Road, Great Blakenham, Ipswich, Suffolk IP6 0FL

40407_Bordeaux Royalty

Bordeaux typically achieves ~8% net returns on an annualized basis. 
 
However, given the suppressed prices in the wine markets, the WineFi investment committee now believes Bordeaux to represents deep value. In fact, it is their “top region” for 2024.

Return

In 2023, the Bordeaux markets fell nearly 14%. As a result, this region represents exceptional value to investors looking to enter the wine markets. The Champagne in this collection are highly sought after by collectors, and represent exceptional value in a soft market.

Stability

Release on: 16&nbsp;April&nbsp;2024 - 06:00 PM CEST 
 
This collection is 12% below market value and features iconic Bordeaux brands, entering or within their drinking windows, for which there is no substitute.

Bordeaux Royalty

Bordeaux is the most prestigious wine region in existence. Until relatively recently, it was the only region considered truly ‘investment-grade’. 
 
Whilst the wine market has expanded dramatically in the last thirty years, Bordeaux still makes up ~40% of secondary market trading volumes, meaning it should always form the cornerstone of any wine portfolio.

Track Record

WineFi is a next-generation platform for fine wine investment. WineFi's expert investment committee curates diversified, thematic collections of fine wine and manages them from sourcing all the way through to sale. 
 
Assets are stored in a state-of-the-art bonded warehouse. Temperature, lighting, humidity and vibrations are carefully controlled, and as a result of their bonded status, no VAT or Duty is payable.

WineFi is a next-generation platform for fine wine investment, curating diversified, thematic collections of fine wine and manages them from sourcing all the way through to sale. 
 
The WineFi founding team combines deep wine trade expertise with experience at asset managers like Fidelity and JP Morgan. Their Investment Committee comprises two professional wine investors, and two Masters of Wine – of which there are only 416 in existence. They include the former CEO of WineGB, and the former Buying Director for prestigious wine merchants Berry Bros. and Rudd, Harrods and Fortnum and Mason. 
 
Assets are chosen based on their relative value, using a combination of algorithmic analysis and human expertise. Once selected, they are stored in a state-of-the-art bonded warehouse. Temperature, lighting, humidity and vibrations are carefully controlled, and as a result of their bonded status, no VAT or Duty is payable. 
 
WineFi is backed by SFC Capital, Founders Capital and one of the world’s most pre-eminent holding companies for wine business interests. This gives WineFi unrivalled market access and brokerage channels, comparable only to the largest wine merchants.

WineFi

Callum started his career in asset management at Fidelity and JP Morgan, before going on to head up growth at an early stage AI start-up. 
 
With existing family ties to the wine trade, he recognised the opportunity to bring new technology and outlook to the outdated world of wine investment. 
 
He holds the Investment Management Certificate (IMC), a Bachelor’s Degree from the University of Bristol, and a Master’s Degree from the University of Cambridge.

This is an investment opportunity where we have recalculated the expected performance given by the external expert (WineFi) 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.

Bordeaux Royalty

Asset's Life Cycle Details

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Documents

Aurelio

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