Combining the aspects of pleasure and finance, wine is a singular investment that should not make your head spin. Playing a role of diversification in a heritage, to be able to hope to bring in, this noble beverage must be kept for several years. “The playful and tangible side and the fact that this unlisted asset is decorrelated from the financial markets are all arguments that appeal to many savers, whether neophytes or wine connoisseurs”recognizes Laure Vasco, head of the Products and Partnerships offer at Cyrus Conseil, which has been offering a range of solutions in this universe for several months.
No question of getting carried away by express purchases and resales of bottles with juicy capital gains at stake. Offered online, these enticing promises are deceptive and a hangover is guaranteed.
To access this alternative placement, there are many paths. A track consists in building up a physical cellar. “Like a selection of listed shares to build a portfolio, the creation of an investment cellar must play the diversification with sure values and rising”, says Vincent Martins, Managing Director of Wakerstone, a firm specializing in heritage engineering.
No question of getting carried away by express purchases and resales of bottles with juicy capital gains at stake. Offered online, these enticing promises are deceptive and a hangover is guaranteed.e quality, store them in good conditions so that they do not deteriorate and then resell them. Keeping purchase invoices is a guarantee of traceability and transparency,” adds the latter.
The fact remains that it is necessary to have knowledge and networks to buy wines likely to be valued. This is why, for several years now, online players have been offering management mandates as for an equity portfolio, with “turnkey” formulas billed between 3% and 8%, and sometimes offer the possibility of setting up a programmed savings.
Bottles available from 50 euros
These professionals charge for their services to buy, store and resell on behalf of their clients. Thus, online cellar owners can, if they wish, never see the color of their nectars. “Others, more amateurs, have a few bottles delivered to their homes to taste. They manage to finance their personal consumption through the capital gains from the resale of bottles purchased and kept.”, says Thomas Hébrard, founding director of U’wine.
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