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Investing in wine

Why invest in wine?

Today more than ever, investing in fine wines is not just an opportunity, but it has become a real necessity for those who wish to protect their wealth and obtain a reasonably secure and stable yield through a very low risk financial choice. In a more and more uncertain and precarious context, fine wines represent a solid and traditional market fluctuation resistant investment alternative.

Diversifying one's own portfolio with high-quality wines means betting on safe haven assets that maintain their value over time and offer a much more reliable return than other assets do. Moreover, investing in wine is a way to enjoy a luxury product that can also be appreciated and shared with friends and family. Careful though: in order to obtain the maximum benefit from investing in wine, it is important to have a thorough knowledge of the market and to choose the right bottles. Because not all that glitters is gold. Investing in fine wines is a smart and forward-looking choice for those who are looking for a safe and steadily growing asset, able to overcome the uncertainties of the traditional financial markets.

Below we explain to you why.

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Investing in wine means taking advantage of a profit opportunity that almost no other asset can guarantee. Performance, over the years, has revealed to be definitively favourable, marking an average growth of 10/12% with peaks of even +500% in few years. On the case study page you can see some real portfolios that have yielded excellent returns over an average period of 4/5 years. Obviously, each bottle has its own history and its own specific performance that depends on objective factors but also on dynamics that only those who are immersed in this sector on a daily basis can glimpse, understand and take advantage of. Investing in wine, therefore, can indeed be a choice that shifts the equilibrium, within a financial portfolio, but it must be made under the supervision of a true expert in this field.

The wine sector, above all that of investment wines, has been growing steadily for more than 30 years, with a surge of +200% in the last 10 alone. We are therefore not talking about a bubble that is destined to burst or about an episodic and accidental growth. This is due to stability and ability of wine to increase its own value over time, making it, in fact, an attractive and safe alternative to other financial instruments.

The growing consumer attention on product quality and origin, outcome of a global society more and more focused, by contrast, on the enhancement of territorial specificities, has led to more and more demand for fine and collectible wines. Since investing in fine wines means being tied almost exclusively to the law of demand and supply, it is easy to understand how decisive and resolutive this aspect is.

Wine grapevines are mainly cultivated between the 30th and 50th austral and boreal parallels and cover wide surface areas. Of these, great investment wines occupy a small part and make up about 1% of the global production, thus a really small fraction. These products therefore represent a niche fine market, to which, necessarily, few privileged can have access.

This means that the demand far exceeds the supply, making wine a great investment. Not all bottles are the same though. To obtain a yield, it is important to bet on great wines, coming from quality vineyards with a certain pedigree, produced in highly specialised and limited vine-growing areas. However, simply buying a Brunello di Montalcino and waiting 10 years to obtain a profit is not enough. There are numerous Brunellos that are sold in supermarkets and that do not offer any investment opportunity. The help of an expert is, therefore, crucial in this regard.

Wine is a product with a well-determined shelf life (the period of time that elapses between the production and the consumption of food without there being risks to consumers’ health) and very often which is less than 50 years. Since we are talking about a wasting asset, in other words a good that deteriorates, it is not taxed in many countries.

Worth considering, moreover, that it is a collectable good and for this reason too there is no capital gain tax on the purchase and sale of such good. Yes, you heard right: no capital gain tax. This means that the gain is completely yours and that you can therefore enjoy 100% of the results of your wine investment.

Investing in rare wines means dealing with a tangible and real asset. Differently from financial products such as stocks and bonds, wine has a physical concreteness that can be valued and analysed. This means that investing in wine offers greater security respect to other types of investments. You are not, thus, betting on a system, the dynamics of which are almost completely unknowable and dependent on factors completely out of your control.

Rare wines are a good that can be touched and that can be stored and protected. This offers a greater peace of mind than investing in financial, virtual and aleatory, products, the dynamics of which can be very complex and influenced by external factors difficult to foresee.

This is not an idiom nor a promise, it is a fact. Wine is a tangible good, this is clear, but it is also a living product: with the passing of time, stored in a protected environment and with conditions that are suitable for preservation, it refines and improves its characteristics. Great investment wines, therefore, are wines that mature over decades and, for this reason, are products which are destined to increase its value.

For sure, time is not the only factor to be taken into account, but it is paramount to know that the passing of the years is an important factor in favour of collector-investors. All in all, considering them from the financial point of view, investment wines are a medium to long term choice that allows to differentiate capital thanks to an asset which is capable to yield secure returns over time.

As it will be clear to you by now, wine is a good that is uncorrelated to the dynamics and fluctuations of the global financial market. When investment wines are referred to as safe haven assets, it is precisely this characteristic that we refer to. Investing in fine wines means choosing assets that do not suffer the unpredictable fluctuations of financial markets and, for this reason, are excellent alternatives that show constant profitability over time.

The great volatility of stocks and bonds, the fact of not keeping stable their performance but, on the contrary, rising and falling depending on economic factors, political factors, etc., from an investor's point of view, certainly offers a speculation opportunity from which reap some benefits (usually proportional to the risks borne), but then, where to keep safe the money earned from such investments? The answer is simple: it is necessary to invest in rare and collectable wines.

Do you want to know all the advantages of investing in rare wines?

Do you want to safeguard your wealth from market fluctuations?

Choose now to enter the world of fine wines and ensure for yourself a constant yield over time thanks to the best alternative asset class on the market.

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How to invest in wine?

Do you think investing in wine is complicated and risky? In a way you are right. If someone tells you otherwise, probably, they are lying. As with any kind of investment, there are risks for wine too. If this were the Eldorado, well, everyone would plunge headlong in, even without any preparation. And, believe me, in some cases it happens. The web is full of this type of companies. Beware, though, the dangers involved with this type of asset class are quite different from those we are used to when we think of other markets. Those who invest in the stock market are afraid of market crashes and those who, for example, invest in a house take the risk of the property depreciating in value. These two problems do not exist for wine, since, as we have seen here, the sector has been stable, reasonably secure and in growth for over 30 years.

Do you want to invest in wine by taking informed decisions? 

no strings attached, you decide when

How to invest in wine?

Do you think investing in wine is complicated and risky? In a way you are right. If someone tells you otherwise, probably, they are lying. As with any kind of investment, there are risks for wine too. If this were the Eldorado, well, everyone would plunge headlong in, even without any preparation. And, believe me, in some cases it happens. The web is full of this type of companies. Beware, though, the dangers involved with this type of asset class are quite different from those we are used to when we think of other markets. Those who invest in the stock market are afraid of market crashes and those who, for example, invest in a house take the risk of the property depreciating in value. These two problems do not exist for wine, since, as we have seen here, the sector has been stable, reasonably secure and in growth for over 30 years.

Do you want to invest in wine by taking informed decisions? 

no strings attached, you decide when

The risks of investing in wine.

Risks step in the moment you look into the market. It is exactly at this precise instant that it is necessary to rely on an expert. And when we say expert we mean not only a finance guy, capable of discerning market movements, but also a qualified specialist, a person who is immersed in the collectable wine environment and who has the skills and expertise to evaluate, beyond rumours and words on the streets, a product in a technical, critical and objective manner.

This is why we bet so much on what is truly our differentiating value: Daniel Carnio, the brand's founder and CEO, is one of Europe's leading experts and connoisseurs in the oenological field and can enjoy a network of knowledge and partnerships that very few others can boast.

What to expect from Daniel Carnio Ltd: security, simplicity, strategy.

Do you still have some doubts on how to invest in wine?

Do you want to better understand how rare and collectable wines can really be a safe haven asset with which safeguard your wealth?

Get the answers you seek now.

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Keep safe, invest in collectable wines.

There is little to discuss, the data speaks clearly. When, between 2007 and 2008 the Great Recession began and brought the financial world to its knees, due to the deflation of price bubbles (including the US real estate bubble of the 2000s) and since the subprime crisis, wine was one of the very few assets that kept the bar perfectly straight.

While several financial institutions went bankrupt and the market was entering a huge recession phase, with the value of the stock market that was plummeting by almost 50%, the performance of investment, rare and collectible wines were holding steady.

Only a very slight drop, following the collapse of Lehman-Brothers, affected large productions such as Champagne (-3.6%) and Burgundy (-0.9%), which, however, regained their march within very few weeks. Burgundy, in the following 4 years increased its value by almost 80%. Champagne saw a rise of almost 40%. Conversely the effects on the stock market prolonged until beyond 2012, with shares that, in 2009, registered a -47% and a recovery to pre-crisis values that happened only in 2013. All this entailed significant losses for all those who had not safeguarded their wealth by differentiating and choosing to invest in fine wines.

There is no need to recall the 2019/20 pandemic to realise that, cyclically, a more and more globalised world enters into crisis and presents deep changes in the financial and economic fields.

So to prepare for what will happen in the near future it is important to invest in something that is not susceptible to global market fluctuations and that, historically, has guaranteed excellent yields, with a steady growth over time.

In this sense, Fine Wines are the right answer to the question: how can I secure my capital? With a constant increase for over 30 years and a surge of almost 200% in the last 10 alone; with an average return of 10/12% per year and brighter and brighter growth prospects, investment wines are exactly those very low-risk safe haven assets that offer you a real alternative to traditional markets and allow you to face financial storms with a portfolio that is able to resist the upheavals that, necessarily, sooner or later befall on all investors.

Looking for concrete evidence?

Have a look at our case history and discover how investing in wine can change your financial future.

Ignorance may be bliss, but knowledge is power.


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