Fine Wine Portfolio Advisory
The Smarter Way to Invest in Fine Wine.
Cellar Advisor partners with private investors around the world to build portfolios rooted in expertise, backed by data and designed for long term growth.
Trusted By
- Liv-ExMember
- WSETQualified
- LCB Eton ParkBonded Storage
- Prept FoundationPartner
- Lafite Rothschild 2010: £7,600, up 5.6%
- Mouton Rothschild 2018: £4,200, up 1.1%
- Cheval Blanc 2015: £5,959, up 4.3%
- Drc Romanée-Conti 2017: £66,288, up 3.2%
- Krug 2008: £1,900, up 0.6%
- Sassicaia 2018: £2,393, up 2.7%
- Latour 2009: £7,200, up 5.2%
- Salon Le Mesnil 2012: £1,900, up 2.3%
- Pétrus 2016: £19,260, up 6.3%
- Dom Pérignon P3 1988: £4,700, up 4.8%
The Numbers
300+
Private Clients
£50m+
Under advisory
30+
Countries
50+
Years Collective Expertise
WHY CELLAR ADVISOR
Independent advice. Outright ownership.
2%
Only when you sell
You only pay when you sell: 2%
We charge 2% of confirmed sale proceeds, once, when the sale settles, and deduct it from the proceeds. There are no listing fees and no minimum lot size.
Wine transferred in from another firm costs 2% when the proceeds are reinvested with us, or 7% on a full exit.
0%
Annual management fee
No annual fees. Ever
There's no annual management fee, no AUM charge, and no setup or holding fee. Because we're only paid on trades, we have no reason to push unnecessary ones.
~0.25%
All-in yearly cost to hold, including insurance
Around 0.25% a year, all-in.
That's the typical total cost of holding a portfolio, including insurance. It's a fraction of a conventional management fee, which makes fine wine cost-effective to hold for the long term.
100%
Your wine, owned outright
100% yours.
You own the underlying wine outright at all times. It's a named asset, not a fund unit or a claim on Cellar Advisor.
First access to the best wines.
You get allocations from châteaux and domaines before release, en primeur buying, and sourcing through the professional trade as a Liv-ex member. Most private buyers can't reach this on their own.
Never on our balance sheet.
Your wine is never pooled with other clients' wine and never depends on our financial position.
Your own named account at LCB Eton Park.
Every case sits in a named individual account with its own unique storage reference.
Independent custody.
Your wine is held by a regulated third-party bonded warehouse, not by us. Every link from you to the wine can be checked independently.
You stay in control.
Strategy is agreed with you before anything is executed. Every case is valued against live market pricing, and we list and sell at those valuations.
No ties. No bias. Just data.
We're not tied to any grower or producer, so we have nothing to push. Every recommendation comes from live market data.
WHAT CLIENTS SAY
In our clients' words
Excellent personal service from Daniel. Deep understanding and extensive knowledge of wine investment and portfolio management. Would happily recommend to anyone interested in building up a high quality investment cellar.
1 / 10
All testimonials are from verified Cellar Advisor clients and published with permission.
Held in Bond
Your wine. Your name. LCB Eton Park.
Every bottle we place is held in a named account in your name at LCB Eton Park: HMRC-approved, climate-controlled bonded storage with named title. Not pooled. Not co-mingled. Yours.
Bonded storage keeps your wine outside UK duty and VAT until it is released for consumption. This preserves provenance, protects value, and significantly simplifies any future sale, a structural advantage every serious wine investor should understand.
- Climate-controlled to 12°C, consistent year-round
- Fully insured to current market value
- Named account: your wine, your record
- Open to visits by appointment
- HMRC-approved bonded status
LCB Eton Park
HMRC Approved Bonded Warehouse
Insights
From the Magazine.
Events
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FAQ
Common questions.
Wasting assets are defined by HMRC as assets with a predictable useful life not exceeding 50 years and are generally exempt from Capital Gains Tax in the UK. Most wines qualify as wasting assets given their tendency to deteriorate over time, which can make fine wine an attractive proposition from a tax efficiency perspective. That said, this is a complex area and individual circumstances will vary. Cellar Advisor strongly recommends seeking independent tax advice before making any investment decision
Cellar Advisor offers three core services. Our Portfolio Management service provides fully managed fine wine investment, tailored to each client's individual financial situation with no minimum investment requirement. Our Bespoke Sourcing service offers a personalised acquisition service for specific bottles, vintages and allocations, again with no minimum. Finally, our Selling and Liquidity service facilitates secondary market sales via Liv-ex, private placement or auction. All three services are available to private clients in the UK and internationally.
Cellar Advisor charges no annual management fee, no retainer, no setup fee, no acquisition mark-up and no custody fee. On wine we source, we charge 2% of confirmed sale proceeds, once, when a sale settles, deducted from the proceeds. On wine transferred in from another merchant or storage facility, the commission is 2% when the proceeds are reinvested with us and 7% on a full exit; both cover valuation, pricing strategy, buyer outreach, negotiation, settlement and any LCB movements. Storage and insurance are passed through at cost and billed directly by LCB Eton Park. There is no minimum to begin a conversation.
The first step is a free initial consultation with a named portfolio manager. We will discuss your goals, investment horizon, risk appetite, and whether fine wine is appropriate for your overall financial situation. There is no obligation and no commitment until you decide to proceed. Contact us via the website or call our London office.
It depends on your circumstances, and fine wine is not suitable for everyone. The value of fine wine can fall as well as rise, and past performance is not a guarantee of future returns. Fine wine is an illiquid, unregulated alternative asset class and is best viewed as part of a diversified portfolio with a minimum five-year time horizon.
There is no minimum investment requirement at Cellar Advisor. Our Portfolio Management service is built around each client's individual financial situation, allowing us to curate a portfolio that is right for you regardless of where you are starting from. Equally, our Bespoke Sourcing service carries no minimum, meaning we are able to conduct a search for anything from a single bottle upwards.
Private Client Advisory
Begin a conversation.
A free consultation with a named Cellar Advisor portfolio manager. No obligation, no management fees. Simply a conversation about your goals.
Risk warning
Capital at risk. The value of fine wine can fall as well as rise and you may get back less than you invest. Past performance is not a guide to future performance. Fine wine is a physical asset and investment in it is not regulated by the Financial Conduct Authority. You will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service. Fine wine is illiquid and may take time to sell. Cellar Advisor does not provide financial, investment or tax advice. Please seek independent advice before making any investment decision.