What Will My Portfolio Manager Do For Me?
Your Portfolio manager is here to offer advice and support to ensure that you and of course your wine is looked after. Some of our services are listed below. Please do not hesitate to contact us for a more in-depth discussion of the services we offer
– Upon signing our management agreement we will manage your wine for 5 years.
– A comprehensive valuation of your wine based on current market value.
– Portfolio evaluation every quarter
– Transportation, insurance
– Set up a login account so you can view your wine under our management
– Buying and selling advice
– Portfolio reinvestment opportunities
– We will keep in touch with you at least once a month
– We can arrange site visits for you to see your wine
– Comprehensive exit plan for when your wine investment has matured
As our management agreement is tailored to suit the individual needs of each client it is worth giving us a call so that we can see what we can do for you. For this service, we charge a one-off management fee of 10%.