Step 2 of 3 | Book your call
Investor profile complete – now let’s book your call
Thirty minutes with an adviser confirms your profile and analyses your current portfolio around what you’re actually trying to achieve. On the call we cover:
- Exactly what you’re aiming for, and over what horizon
- Which of our three segments should carry that, and in what split
- What your existing portfolio looks and next steps for better alignment
- Straight answers on fees, storage or other questions you may have
100% Free – No obligation to move your wines now
How it works
3-Steps – with you being the focus in every one
Every portfolio we build or analyse starts from the same place, understanding your goals, risk appetite and timeline. After, our objective is to guide your next steps to help you reach those goals. The final call is always with you.
Step 1 – Done
Your investor profile
We have given you an indicative investor profile, a target portfolio allocation and some examples of wines that could be in your portfolio.
Step 2 – Next – 30 Min Call
Book your call
An adviser confirms your profile and talks through what your portfolio would look like, and whether wine is right for you at all.
Step 3 – You – Takes 1 minute
Upload your portfolio
Straight after booking, we’ll take you to a page to send us your wine list. We check every wine against live market data and aim to have your diagnostic ready before your call.
Why a call?
Your answers give us an indicative profile – we need to confirm it
Your answers have informed your indicative investor profile and a portfolio target. The other half is understanding what you actually want your portfolio to do and what it currently consists of, which we can conver in a 30 minute conversation. After, providing we have your portfolio list, we’ll confirm your exact investor type and portfolio target, and go through your portfolio diagnostic.
What we know already
What you’re aiming for
- Your goals, risk appetite, timeline – which have informed your indicative investor profile.
- The target portfolio split across our investment segments: Stable Core, Diversified Growth and Alpha Generation that your answers point to – as shown on your results page.
What we can’t see
What you want your portfolio to do
- Understanding your goals, what success looks like for you and how long you’re looking to hold.
- What your current portfolio of wines looks like and if they are investment grade.
- Whether your indicative investor profile and portfolio type are the right match – if not, based on our conversation we’ll match you to the right one.
What we’ve gathered from your answers is a good start, but your list of wines and the call is where we can really dial into what you really need from us.
What you receive after your call
A custom report and then recommendations
An online report summarising your portfolio as a whole, plus the line-by-line breakdown of every wine in it – each one valued, graded and placed against the investor profile we’ve just aligned you with.
Your portfolio diagnostic tells you what you hold, whether it’s investment grade and where it sits against your investor profile. It is not a rebalance – deciding what to keep, sell or set aside to drink is discussed line by line, with you, afterwards.
Before you send
What people ask at this point
Do I have to move my wine to BiBO?
No, and we won’t pressure you to do so. Once we have gone through your portfolio diagnostic together, we may identify and decide on some changes to better align your portfolio which will require some items to be sold. When we do that we will need to have those wines in our custody.
You already have my answers, so why do you need the list?
The questions you answered describes where you want to be, not what you currently own. We can only determine whether your current portfolio is aligned with your goals and investor profile by looking at what you have now.
How does this relate to the profile I just got?
Directly. Every wine you send is placed against the target allocation on your results page, so you can see which holdings move you toward it and which pull the other way.
What if my list is a mess?
Send it anyway. Exports from other merchants rarely arrive tidy and we’re used to it. If something genuinely can’t be identified we’ll come back and ask.
Do you need to know what I paid?
It helps, and it’s worth including if your statement shows it. Without it we can still value and segment everything; we just can’t show the gain or loss on each line.
What happens after my diagnostic?
Your portfolio diagnostic and follow-up one-on-one will outline which items should be kept for investment and which should be sold to raise capital to be reinvested in items that will improve your portfolio. In some instances, where we believe there’s no investment opportunity, we may advise that certain items should be sold or taken into your personal possession to be consumed.
Does your existing portfolio align with your investor profile?
You know your investor profile and the target portfolio allocation based on your answers. Send us what you hold and we’ll show you how far from it you actually are – wine by wine.
Free, no obligation to move anything, and your report will be ready before your call.