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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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 Investing in Domaine Georges Roumier 
Historical Significance and Vineyard Expansion 
Domaine Georges Roumier, situated in the picturesque Côte de Nuits village of Chambolle-Musigny, boasts a rich history dating back to 1924. The establishment of the domaine began with the marriage of Georges Roumier and Genevieve Quanquin, whose family vineyards in Chambolle-Musigny served as the foundation. Rather than outright purchases, Roumier strategically expanded the estate through the traditional French métayage system, cultivating relationships with small plots in Musigny, Bonnes Mares, and securing holdings in Clos de Vougeot. 
 
Strategic Vineyard Acquisitions and Terroir Emphasis 
An innovative approach marked Roumier's entrance into Ruchottes-Chambertin, where the domaine gained entitlement to two-thirds of the harvest from a 0.5-hectare parcel. This strategic expansion showcased the estate's commitment to securing diverse terroirs. With the passing of Georges Roumier in 1965, his son Jean-Marie took charge, passing the winemaking legacy to Christophe, the current winemaker. Christophe's focus lies heavily on terroir expression, employing minimal new oak and low fermentation temperatures to enhance the delicacy and fragrance of the wines. 
 
Continuity of Excellence and Winemaking Legacy 
The continuity of winemaking excellence in Domaine Georges Roumier is evident through the generational transition. From Jean-Marie to Christophe, the dedication to crafting exceptional wines remains unwavering. Notably, the emphasis on preserving the essence of the terroir is a hallmark of the estate's winemaking philosophy. The transition also saw the expansion of the domaine into Ruchottes-Chambertin, further diversifying its prestigious portfolio. 
 
Prime Vineyard Holdings and Coveted Wines 
At the heart of Domaine Georges Roumier's success lie its prime vineyard holdings, particularly in the renowned Bonnes Mares Grand Cru (1.6 hectares/3.9 acres) and the Chambolle-Musigny Premier Cru Les Amoureuses (0.4 hectares/one acre). These vineyards yield some of the domaine's most sought-after wines, reflecting the culmination of meticulous winemaking practices and a deep connection to the unique terroirs that define Burgundy's winemaking heritage. 
 
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 €43,200 includes the Splint Invest platform fee and external maintenance costs of €7,350. €35,850 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

40402 Charmes-Chambertin Grand Cru, Les Mazoyeres, 2021

The reference vintage of 2012 has shown an appreciation of 274.5% over the last 5 years. 
 
The Burgundy 150 Index by Liv-Ex has gained 26% in value over the past 5 years, highlighting the general appreciation of Burgundy wines.

Return

Although Burgundy prices have slightly eased in 2023, further price increases are expected. The background is that the production quantity will not be able to meet the high demand in the future. 
 
The continuity of excellent winemaking at Domaine Georges Roumier is evident through the generational transition. Emphasizing the preservation of the essence of the terroir is a trademark of the winery's philosophy.

Stability

The vines of this wine are very old and were already planted in 1935. Wine enthusiasts around the world appreciate wines that are made from very old vines. Wines from old vines are more concentrated and better reflect the terroir.

Christophe Roumier, Charmes-Chambertin Grand Cru, Les Mazoyeres, 2021

The Domaine Georges Roumier, located in the picturesque village of Chambolle-Musigny in the Côte de Nuits, has a rich history dating back to the year 1924. 
 
The vineyard parcel is only 0.27 hectares in size and is part of the Domaine Roumier. In total, the winery produces only about 4,300 cases per year.

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.

Christophe Roumier, Charmes-Chambertin Grand Cru, Les Mazoyeres, 2021

Asset's Life Cycle Details

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Documents

Aurelio

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