First Time / Low Capital Investors
This account is perfect for first time investors. Limited to either an initial investment of £10,000 or £20,000. Clients will receive our benchmark investment portfolio built and reviewed every quarter by our investment committee.
Optimised towards a low-medium risk and 5-year term, this allows a new investor a fantastic entry point into the world of wine investment. Once on board as a client, you will be allocated a portfolio manager who will undertake further buy and sell requests on your behalf.
The charging model is very straightforward. Every purchase will be charged at 5%, as well as every sale. On new purchases the cost of one year’s storage will be charged at the time (prorated to your anniversary date). After the initial investment, there is no restriction on further purchases and at the point the total capital increases beyond £25,000 the account will automatically transfer into a Portfolio Management Account.
You will then benefit from zero fees on trading on the account, as well as priority access to stock recommendations and investment strategies, as well as liquidity preference on execution of sales.
If you would like to receive a copy of our current benchmark portfolio’s, please contact us.
Alternatively, open an account today by completing the account opening form.