Solutions for Advisory and investment

An advisory platform to build, track and value the things that people with high disposable income love –focused on wine as the most widely held collectible in the world among high net worth individuals yet architected for the management and trading of all non-fungible assets.

The world’s most widely held passion asset

The majority of collections are built on a foundation of passion or interest. A collection becomes a store of value, and part of a high net worth’s diversified wealth. Discretionary activity around the fringe of an individual’s total net wealth – once considered marginal – is today becoming much more significant.

Wine Owners serves the needs of this demanding group by offering a complete solution – market analysis, decision support, tracking, analysis, and market pricing – all of which you can choose to integrate or not with a peer to peer exchange for those who wish to gain direct market access.

It’s the most complete solution in the world for wine collectors, advisors, lenders, borrowers, wine investment specialists and wine funds: available as a white label that can be branded and configured as your requirements determine.

“Alternative/ passion assets are becoming a significant part of HNW individual portfolios; Wine Owners provides a mechanism to allow you to offer a service to these clients that is a great conversation starter.”

Andy Klein
Managing Director
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Wealth management value proposition

Provide a wealth management grade, category-specific platform that already manages well over $1bn of wine collections worldwide.

Capable of supporting the most sophisticated of advisory propositions, and attracting discerning clients.

Referral acquisition tool since collectors are socially networked and commonly make recommendations to one another. The principle that ‘birds of a feather flock together’ is especially true of passion-led collectibles.

A more complete view of stored wealth helps with asset allocation decisions, in a world where a higher percentage of invested net assets is being put into passion assets.

Entrepreneurs and highly leveraged individuals have short-term borrowing requirements. Fine wine collections can be collateralised for those collectors who are emotionally connected to their wines but have a need to use the stored value in the short to medium term.

Rich content

Your clients see all their stored wines, and benefit from the rich content available. This includes Market pricing & analysis spanning 250,000 wines, current market, price graphs, drinking windows, reviews, scores, profiles, thumbnails, digital asset management.

Integration

Web services Integration Wine Owners integrates with background business financial systems and platforms via API and web services.