Fine wine & whisky increase due to one fundamental reason: supply and demand. Like all luxury goods, if the demand outweighs the supply, the price of the goods increases. Both assets will evolve over time, in most cases the ageing of fine wine and whisky increases its flavour profile thus increasing its worth; this is true for whisky in the cask and fine wine in the bottle.

That usually depends on the collector; managed accounts can be opened for as little as £10,000. Our average client Portfolio tends to be between £25,000 – £50,000 and can rise to multi-million pound funds.

Even thought you are building a collection, like any asset, performance is not guaranteed, however, both wine and whisky have proven to be a safe haven in nearly all market conditions. With their low correlation to markets that effect economies, these sectors tends to be used as a hedging tool against riskier holdings. We have seen minimal effect to both markets over Covid, Brexit and the recent war with Russia. In fact, wine performed well over the Covid period with champagne showing a 79.7% over the two years of pandemic restrictions (2020/2021). There is always the risk of breakage or damage to stock whilst in transport or storage and, for this reason, all stock maintained by Oeno Group is insured at market price should the worst case happen. Our clients are fully covered.

Our business is to deal with a physical asset and, similar to selling a property, it can take time to liquidate. Oeno Group have gone further than any company in our field, allowing clients to exit direct to trade and direct to consumers, thus increasing the liquidity for our clients and speeding up the process. We recommend waiting for one of our exit platforms to request your asset for sale; this ensures that demand is sufficiently strong for that asset. However, when requesting for a sale please allow six months before needing funds in order to allow for a safe and efficient exit.

1. Please be aware that this is a long-term investment. We at Oeno Group strongly advise our private clients to expect a minimum hold period of 5 years for any wine held in their collections. If you have been advised otherwise, please contact your portfolio manager.

2. Fine wine & rare whiskey collections are physical assets. As such any sale is incumbent on a buyer being sourced ahead of time by Oeno Group. Should you wish to sell your wine ahead of an offer being prepared by Oeno Group, please be advised that a buyer may take time to source.

No, it is not. The wine industry is unregulated and thus the FCA will not provide any licence to merchants offering wine for collecting purposes. However, we do use FCA regulated firms to insure our stock, and we are a member of the WSTA (Wine and Spirit Trade Association). We do however have an SEC (U.S. Securities and Exchange Commission) regulated fund that offers clients a regulated route to investment with us should that be of preference. U.S. federal securities laws empower the SEC with broad authority over all aspects of the securities industry. The SEC’s mission is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.

Yes, our AWRS (Alcohol Wholesaler Registration Scheme) number is XKAW00000119972.