Traditionally, private banks like UBS and ABN Amro have offered Wine investment products to their high net worth private clients in Europe as a low risk, high return alternative investment. Ordinary clients were excluded from these offerings because wine investments were time consuming for the banks to manage and they also wanted to maintain the exclusivity of the product.

EQUITY WINE INVESTMENTS is offering the blue chips of these investment grade wines to our clients. These wines are one of the most prestigious and sought after assets in the world and our clients now have the opportunity to participate in a sophisticated alternative investment that was not accessible to the general public in the past. 

The wine investment packages that we offer have been put together very carefully by our team of wine investment analysts and consist of only the best wines from the most prestigious First Growth châteaux in Bordeaux, France. 80% of the world’s “investment-grade” wine comes from Bordeaux. The châteaux include Château Latour, Château Margaux, Château Lafite Rothschild, Château Mouton Rothschild and Château Haut-Brion. Because we only offer “investment grade wine”, you are assured that these wines are produced from vineyards with a long history (hundreds of years), limited production and superb reputation. These wines are distinctly different from those produced in countries where wine production spans merely a few decades and whose values may be deemed “speculative” despite favorable critic ratings. 

The potential returns of our wine investment packages are high compared to other investments. For example, a 1995 vintage investment package comprising of 1 case of each First Growth Chateau in Bordeaux has performed with a compounded annual return of 16.24% or a total return of 286% over nine years. In contrast, the compounded annual growth rate of the Straits Times Index for the same period is -0.41% or a total growth of -3.64%.  For the more recent 2000 investment package that we offered, the average annual growth is 15.28% or a total of 77% over four years. The STI, however, grew by an average annual growth rate of 6.39% or a total growth of 28.16% for the same period. 

Aside from outperforming the STI and other major stock indices, prices of investment grade wine consistently increase over time. With relatively low volatility, some investors actually invest in investment grade wine to “smoothen” their overall portfolio and counteract price movements of traditional investment instruments such as stocks and bonds.