1. Decide on how much you would like to invest.
There is no minimum investment level required to use our services, and we can tailor portfolios to suit almost any level of investment. However, we advise clients that to get started you need to invest a minimum of £10,000. Once an account is open clients are free to top up and add to their portfolio without any restrictions.
In order to build a diverse, balanced portfolio, and to access stock with the greatest potential for growth we would recommend an investment of £25,000 - £50,000.
2. Decide on your investment term.
Investors are urged to set a 3-5 year horizon for their portfolios to enjoy the typical market cycle.
3. Liaise with a Portfolio Manager.
We advise all investors to contact a Portfolio Manager in order to build a portfolio that is right for them. The aim is to construct a portfolio drawing on your objectives and our tailored analysis.
4. Selecting the Wines.
After consultation with a Portfolio Manager, you will receive a recommendation based around your investment level, term and risk profile with all supporting analysis for each selected wine.
5. Contact Us
Register your details on our website or call our office on +44 (0)207 1000 950.
We are at hand to answer any questions you may have and to make your investment as simple and as straightforward as possible.