Our Investment Process
At Moncharm Wine Traders, we transform fine wine investment into an effortless and enriching experience.
Investing in fine wine isn’t just about numbers, it’s about becoming part of a timeless tradition steeped in sophistication and heritage.
Our streamlined investment process takes the complexity out of the equation, offering you expert guidance and tailored support every step of the way.
1.
Understanding Your Goals
Before any recommendations are made, one of our experienced account managers will look to establish your needs and objectives when investing. This will include things such as your time horizons, risk tolerance and possible returns you would like to achieve in the market.
2.
Creating The Perfect Portfolio
In recent years the Fine Wine market has become more diversified than ever before. With that in mind, it is important for us to select the right wines for your portfolio that will meet your requirements for both security and growth.
3.
Transfer of Funds
Once you are fully happy with your curated portfolio and ready to begin your wine investment journey, paperwork for the transaction will be sent across to you with the relevant details for you to purchase your wines.
4.
Transfer of Ownership
At this point, you will receive full documentation from the storage facility. Your private account will be set up and the wine will then be transferred into this account under your ownership.
5.
ongoing Account Management
After your initial purchase we aim to provide a superior service tailor-made to your personal requirements. Your dedicated account manager will guide you from the point of payment to the point of ownership through the transfer of wine(s) into your private account. They will be on hand to answer even the smallest of queries within an efficient timeframe.
