The Best Investment doesn’t need be Complicated

Rare Wine Invest investment advice is always based on you as an investor and your particular needs and preferences.

The starting point of a long-term relationship, therefore, begins with our getting to know you.

We determine your personal investment profile and provide advice based on your investment horizon, risk profile and personal preferences.

Rare Wine Invest provides you with the required insight and, based on personal investment advice, we help you to ensure that, together with your portfolio advisor, you are prepared to make the right decisions regarding your wine investment.

We prepare a tailor-made wine portfolio for you and enable you to invest in wine without your having to be an expert in either wine or investments – because your portfolio advisor is.

The best investment doesn't need be complicated.

Your wines are delivered to the only bonded warehouse for wine in Scandinavia where they are stored in your name.

Specially trained staff receive and handle the wines and ensure that they are treated and stored correctly. The wine is labelled with your investor ID, which ensures both your anonymity and that there can never be any doubt as to the ownership of the wine.

The warehouse itself is insulated, and an ultramodern cooling system keeps the temperature stable at around 12 °C, which is optimal for the long-term storage of wine.

Similarly, it is ensured that the wine is not exposed to sunlight or other harmful rays, and the distance from the nearest roads means that vibrations from heavy traffic are not a problem.

The bonded warehouse is located at Vester Hassing, 15 minutes’ drive north of Aalborg, and has the same owners as Rare Wine Invest, but is operated as an independent company under the name of Dansk Toldoplag. The only objective of the company is to store wine and spirits without customs duty, excise and VAT on behalf of investors.

The bonded warehouse can be visited by appointment within usual business hours and, as an investor, you therefore always have the option to inspect your wine investment and, similarly, you can have your wines delivered upon payment of customs duty, excise duties and VAT.

Current costs

Any investment has associated costs and, while an assets manager will typically charge between 1% and 3% per annum for managing a securities deposit in addition to the cost of trading, the total current cost of Rare Wine Invest’s administration and storage in a bonded warehouse is typically below 1.0%.

Rare Wine Invest focuses on trading, and the costs of administering the portfolios and storage are, therefore, kept as low as possible Hence, the cost level of wine investments through Rare Wine Invest can compete with both banks and pension funds, even though it involves the handling and storage of physical goods.

The annual cost of a typical portfolio is 0.67% for the first year, after which it falls continuously as the value of the portfolio increases.

Trading costs

No commission is payable to Rare Wine Invest in connection with the purchase of wine bought at the international market price.

When the return on investment is to be realised, and the wines are sold to Rare Wine, this is done at a fixed settlement price of between 90% and 95% of the current international market price.

The price is determined by the quantity of wine and is known in advance. The larger the portfolio, the higher the settlement price.