Investment funds are complicated vehicles because all investors need to be made aware of the relevant safeguards put in place to safely manage their investment. We are aware that some people may prefer to avoid all the perceived risks associated with allowing others to manage their money and the warehouse account in which their wine is stored.
Lunzer Wine Investments offers clients interested in investing in wine the opportunity of creating their own portfolios, held in their own bonded warehouse account. Through our investment team we provide the private investor with all the knowledge, expertise and regular recommendations necessary to make TAX FREE profits from the fine wine market.
Fees charged for the service of acquiring the most suitable, investment grade wine stock is considerably less than a wine merchant’s margin. In addition to buying the best wines at the right price we provide a management service cost of 1% per annum to monitor the content of the cellars and advise on whether some items should be traded.
Minimum
investment |
Set up
fee |
Investment
fee |
Management
charge |
Disposal
Fee |
Up to
£250,000 |
£1,750 |
3.50% |
1% |
1.50% |
More than
£250,000 |
£1,750 |
2.50% |
1% |
1.50% |