Wine is not only an emotional product, there are also sound rational reasons for wine as an investment. As a tangible asset, wine is not subject to capital gains tax according to the German Federal Financial Supervisory Authority (BaFin) and therefore offers a highly attractive investment opportunity to diversify investor portfolios and maximize profits.
Our customers benefit from a wide range of services. It starts with the personal sales consultation and covers both the handling of the logistics and the revenue-generating sale of one' holdings. Throughout the investment process, the customer is the sole owner of the wines.
How does it work?
The market value of high-class wines can be accessed in real time via the London International Vintners Exchange (Liv-ex). Pricing is similar to that of stocks. However, compared to other alternative investments, such as art or vintage cars, wine is far more easily tradable: an active secondary market exists and the monetary barriers to entry are significantly lower.
The increase in wine value results from the refining maturation, with a simultaneous decrease in supply due to consumption. The assessments of wine critics are also decisive in price formation; in the area of wine investments, these are comparable to the rating agencies in the financial sector.
The wine can be purchased VAT-free via the bonded warehouse of Berghaus & Cie. VAT would be due only when the wine leaves the warehouse and is consumed, for example. However, if the wine is traded within the bonded warehouse or between bonded warehouses, the tax exemption remains in place. From the customer's point of view, this results in better capital utilization. In a nutshell: more wine for the same amount of capital.
When does it start?
The launch of our service including the trading platform is scheduled for Q2 2022.