Wine Investment
Investment Process
1.
The Journey Begins
Before any recommendations are made, one of our 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.
Portfolio Selection
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 the process 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 make your purchase.
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.
Cooling-Off Period
As is the case with any goods and services purchased at a distance, the Consumer Contracts Regulations entitles you to a fourteen-day cooling off period.
6.
Ongoing Support
One of the main things we pride ourselves on at Moncharm is the continued and personal management we provide our clients on their account. Clients receive regular updates on market news/information and valuations are available upon request.
