FOR NEW OR EXISTING WINE INVESTORS

Which Wines Actually Belong in Your Portfolio?

Most wine investors never really understand what they hold or why.

We build new portfolios, and restructure existing ones, informed by your objectives and investor profile, rather than blindly selling you what happens to be in stock.

Step 1 – Understand your investor profile: Answer 12 questions, taking around 3 minutes, to tell us your goals, timeline and risk appetite, so we can ascertain which investor profile you’re best aligned with and which wines belong, or should remain, in your portfolio.

Takes around 3 minutes. No obligation, no account required.
Your portfolio

Partnered with:

WHAT’S WRONG WITH WINE INVESTMENT?

Wine Investing has a transparency problem

The fine wine market is fragmented, opaque, clouded by self-interest and is often built for insiders. For most wine investors, getting started means navigating a minefield of uncertainties.

Barriers of entry

Fine wine is complex and takes years to master. Without the right relationships, new investors are often misled, pushed beyond their comfort, and left with underperforming portfolios – later being forced to sell at a loss or drink.

There’s still no consistent way to match investors with the right opportunities.

Hidden fees & inflated margins

Pricing is inconsistent across platforms, so it’s hard to know whether you’re paying fair market value or a premium for the same wine. Combined with unfavourable investor fees and storage costs, your returns can be eroded before you’ve even started.

Research takes time, effort, and insider access, something most investors simply don’t have.

Limited access to accurate data

Historical performance and pricing data is fragmented and often inconsistent across platforms. Liquidity is also hard to assess, making it difficult to know how easily you can exit or when.

As a result, informed decisions often depend on insider knowledge that most new investors simply do not have. Leading them to advisors who know wine, but not investment.

No objective guidance

When it comes to wine as an investment, most wine merchants and advisors are commission-driven, unqualified and ill-equipped to give truly objective advice.

Too often, they push what they hold or believe in – not what fits your goals, risk, or timeline. Without independent, data-led guidance, it’s hard to trust the advice is aligned with your interests.

Takes around 3 minutes

INVESTING IN WINE WITH US

Built around you, managed by experts, driven by technology.

We firmly believe that your investment strategy & desired outcomes define the shape of your wine portfolio. Our guidance, expertise, research, and technology, delivers the performance.

1

Investor Profiling & Goal Setting

Start by completing the Investor Questionnaire – from this we better understand your goals, timeline, and risk tolerance – followed-up with a detailed consultation.

2

Portfolio Alignment & Construction

Using analysis & our proprietary Coltrane technology, we’ll start building a bespoke portfolio of fine wines matched to your profile & goals. All visible on your online dashboard – coming soon.

3

Ongoing Optimisation & Exiting

We will help you continuously monitor & suggest which assets to sell or to rebalance, ensuring peak performance over time. We proactively request goal reviews yearly.

Takes around 3 minutes

OUR TECHNOLOGY & ANALYSIS

Our technology discovers untapped value in the market.

BIBO’s proprietary sourcing engine aggregates offers from dozens of global fine-wine markets, identifies mispricings and inefficiencies, and purchases under-market – delivering immediate built-in ROI for our investors.

Global Market Coverage

Aggregating thousands of live offers and bids from leading marketplaces to find optimal entry points.

Proprietary Analytics

Our sourcing engine identifies opportunities that meet strict criteria and offer upside return potential for clients.

Below-Market Acquisitions

Average 8-15% savings versus market benchmarks, compounding your returns from day one.

It takes around 3 minutes
BiBO's wine market technology, Coltrane, provides us with market analysis and opportunities to find and buy investment grade wines under market,

WHY INVEST IN WINE?

Fine wine is a resilient asset class built on scarcity and global demand.

Fine wine investment combines the tangible appeal of a luxury collectible with the performance characteristics of a sophisticated alternative asset.

Consistent Performance

Fine wine has delivered strong risk-adjusted returns over the past two decades, with low correlation to traditional equity and bond markets.

Tangible & Finite

Unlike financial instruments, wine is a physical asset with inherent scarcity. Production is limited & decreases as bottles get opened.

Global Liquidity

There are now more established secondary markets than ever, providing exit opportunities and transparent pricing data.

Portfolio Diversification

As an alternative asset with unique risk characteristics, fine wine can enhance portfolio resilience and reduce overall volatility.

Capital Gains Tax (CGT) exempt

There are now more established secondary markets than ever, providing exit opportunities and transparent pricing data.

Uncorrelated to Traditional Assets

As an alternative asset with unique risk characteristics, fine wine can enhance portfolio resilience and reduce overall volatility.

It takes around 3 minutes

Ready to start investing? Speak to the BiBO team today