Why invest in wine?

Wine consumers in general are becoming more discerning and therefore trading up in quality. At the super-premium end, wealth is a fast-growing segment that ensures demand for the top wines remains strong. At the same time, supply is legally limited by Appellation Contrôlée wine law and is also continually shrinking due to consumption.

From a financial perspective, consider the following important points:

  • Investment grade wine returned 11% per annum since 2001
  • Since the 1980s average returns outpaced equities and gold yet with lower risk
  • Wine is uncorrelated with financial markets, but linked to global economic trends
  • Adding a wine investment reduces portfolio risk due to diversification


Detailed financial studies (available on request) and academic research support these findings, which are compelling arguments along with the relatively untapped opportunity of the wine investment market.


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