Find out which have been the top performing investment wines in Q1 2022 to help guide your portfolio planning this year. As the market becomes increasingly diverse, understand the current trends to help maximise your returns. Wine prices continued to grow in the first quarter of the year with the top performing wine delivering a one-month rise of 45%. Burgundy investment wines achieved an average 14.6% growth in Q1 and demand for Champagne maintains its leading regional price performance over 12 months with average 51.2% rise in prices to 31st March 2022. Which have been the top performing win ..read more

Liv-ex has published which wines received the most bid activity from its merchant members in the first Quarter of 2022. We reveal these and how they compare to the most traded wines in 2021 for an indicator of wine investment trends for the year ahead. Most bid for wines on Liv-ex in Q1 2022:   Wine Vintage Region 1 Chateau Mouton Rothschild 2005 Bordeaux 2 Giacomo Conterno, Barolo Monfortino Riserva 2010 Piedmont, Italy 3 Clos des Papes, Chateau Neuf de Pape 2015 Rhone 4 Chateau Lafite Rothschild 2009 Bordeaux 5 Masseto 2015 Tuscany, Italy 6 Chateau Ausone 2007 Bordeaux ..read more

Wealth managers advise that investors should plan to build an investment portfolio that has a ‘diversified returns profile‘, to manage income needs and capital growth aspirations, be tax-efficient, spread risk, and offset challenges in markets over time. So, what can investors plan to gain from wine investment? Wine investor benefits: Strong, stable growth performance Stability Hedge inflation Tax benefits Tangible – real value Liquidity – the ability to exit efficiently Growing demand for improving assets The ability to diversify your investments Performance Fine wine has a proven record of ..read more

Are you looking at wine investment performance, liking what you see but still not sure? We look at some of the frequently asked questions of people just like you. 1.Why do people invest in wine? Value growth: wine has delivered stronger growth and higher returns to investors than equities, gold and other alternative assets over certain periods. Performance: the finite supply of investment wine must satisfy growing global demand, causing prices to rise as wine becomes rarer. Price performance is not directly correlated to financial markets and values are generally boosted by inflation. As such ..read more

Investment wines are proven tax-efficient assets with the primary benefit of generally being exempt from Capital Gains Tax*.  Along with strong growth and the ability to hedge inflation, wine is a compelling means to diversify and strengthen your investment portfolio in the current tax year. Tax and wine headlines Wine investments are generally exempt from Capital Gains Tax* Duty and VAT charges are not incurred if wine remains in bonded storage Wine can be an attractive asset for IHT planning Be aware of any Income Tax considerations for frequent trading Wine-related companies can offer ..read more

Are you looking for a stable, tax-efficient asset that can hedge inflation and is giving returns triple that of the current average FTSE stock? Burgundy’s robust growth and market diversification means that you don’t have to pay 6-figures to enjoy the benefits of owning one of the top performing luxury assets. Liv-ex Burgundy 150 index grew 39.6% in 12 months to 28th February 2022 compared to gold 7.6% and FTSE 100 13.6% Average Burgundy trade price on the secondary market is £5,720 (12 x 75cl) DRC, Romanee-Conti 2018 traded at £303,000 (12 x 75cl) w/c 11th March 2022 Increasingly scarce supp ..read more

It’s Budget week and what a challenging time to hold the purse strings – to the nation or household! Understanding how to invest smartly from a tax perspective is valuable knowledge and wine has a part to play. Top performing investment wines are seeing value grow by thousands of pounds, exceeding property and, currently, this is tax free for most investors. With the highest inflation levels in 30 years, interest rates and commodity prices rising and major challenges in geo-politics, capped off with Russia’s attack on Ukraine, these are not easy times for investors and the Chancellor. Deliveri ..read more

The rise in value of luxury investments in 2021 helped to boost fortunes, and fine wine delivered the most gains to owners, according to Knight Frank’s annual survey of over 600 global wealth managers. One of the favourite passion assets of Ultra High Net Worth Investors, the latest independent analysis demonstrates wine’s value to all investors. Wealth report findings for wine investors: A new wave of investment money is entering the market stimulated by macro-factors including wine’s ability to hedge rising inflation. Increasing demand as investors look to secure investment wines as climate ..read more

On International Women’s Day we celebrate every woman who works in wine. Some of the most inspired and innovative vineyard owners and wine makers in history have been women. From the historic ‘grandes dames de Champagne’ to young women today running iconic estates, world-renowned wine critics to generations of women who have worked the same vines, we raise a glass to toast them all on International Woman’s Day. In just about every key region where investment wines are grown you will find inspirational women who own, direct or work in some of the world’s leading estates with outstanding reputat ..read more

Knight Frank has published its 2022 Wealth Report and predicts increasing demand for investment wines this year. If anything can be forecast for the next 12-months it is the need for safe haven investments as the world reacts to the Ukraine crisis. Gold has risen to its highest level since May 2021 in the last week and fine wine continues to deliver stable growth. Investors are now seeing both assets as key to protecting capital. Fine wine performance compared to gold and equities – 1 year Source: Liv-ex.com, 04.03.2022, data at 28.02.2022 The Wealth Manager’s view Knight Frank’s Annual Wealth ..read more