Wine investment: how to avoid the pitfalls

Investing in fine wine has recently hit the headlines for the wrong reasons, with some so-called wine investment managers proving to be at best incompetent and at worst corrupt, writes Rodney Birrell, director of The Wine Investment Fund (TWIF).

FineWineCellarTo help investors avoid the pitfalls in this market and to benefit from the positive characteristics of investing in this asset class, TWIF has developed an investor checklist and recommends that investors ensure that, whichever way they access the market (whether directly or through a fund), all these boxes are ticked.

TWIF is the pioneer of independent fine wine investment and is the market’s longest established fund, with average annualised net payouts of 8.9% since launch in 2003. TWIF’s managers also manage The Wine Enterprise Investment Scheme Limited, an enterprise investment scheme (EIS), with all its attendant fiscal benefits.

Follow TWIF’s investor checklist to avoid the market’s less scrupulous operators and uncork some fine returns….

4 Responses to “Wine investment: how to avoid the pitfalls”

  1. Toby Marks says:

    Once you take these fees into the equation there is not going to be much return if any I wouldn’t think. On your original outlay you gave away 5%, every year you lose 1.5%… I guess the only possible benefit of a managed fund or portfolio would be the liquidity when selling but the rise of private individual alternatives to Liv-ex might preclude that now…

  2. Toby Marks says:

    these “industry norms” are going to eat into any profits! if you lose 5% of your original investment before you start and 1.5% every year then in the last few years your money would just have been diminishing. The only benefit of a managed portfolio is potentially the ease of selling at the end – but you can do this yourself these days with any one of the many peer to peer wine trading platforms… I feel the publicising of industry norm fees doesn’t offer great advice to private investors…

  3. Duquesne says:

    We do not charge an entry fee. We have a shop in the heart of paris and a website.
    That should adress some of your concern.
    And we adress all the key points of the article.

    Come and see us on

  4. Yet another advertorial ! Ed. please !

    When will the penny drop ?
    Not only is the main piece misleading but the debate again turns to pricing !

    For goodness sake Wine Investment security is not solely about pricing or indeed storage or provenance, it is a complex issue ! Security for customers is about strong self regulation with reputable independent Auditors actually going into Company’s and ensuring their systems and Controls are fit for purpose. t

    Until respected trade magazines such as Drinks Business and influential personalities within the trade support the Wine Investment Association then the debate will go on and on and on ! Dare I say even travel agents sorted themselves out with ABTA but us lot ? Nah !!

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to our newsletters

Regional Sales Manager (London)

Ian Macleod Distillers
London, UK

Wine Trader

Vintage Capital II PLC
London, UK

International Marketing Assistant

Paris, France

Senior Partner Manager - Managed On-Trade

Maverick Drinks
United Kingdom

Brand Activation Manager UK & Europe

Australian Vintage
London, UK

Sales Account Manager

Matthew Clark
Reading, UK

Brand Activation Executive

Pernod Ricard UK
London, UK

Logistics Administrator

Swig Wines Ltd

Customer Service Manager

Jascots Wine Merchants
London, UK

Transport Manager

Jascots Wine Merchants
London, UK

International Bulk Wine & Spirits Show (IBWSS)

25th Jul 2018

Cape Wine 2018

Cape Town,South Africa
12th Sep 2018

The Wine & Spirits Show

London,United Kingdom
12th Oct 2018
Click to view more

The Global Malbec Masters 2018

Deadline : 1st August 2018

Champagne Masters 2018

Deadline : 1st August 2018

Click to view more

The Global Malbec Masters 2017

the drinks business is proud to announce the inaugural Global Malbec Masters 2017

The Global Sparkling Masters 2017

the drinks business is thrilled to announce the launch of The Global Sparkling Masters.

Click to view more