Wine as an asset category has become a significant store of wealth due to its performance as an asset class over the last 20 years. Indeed, fine wines have outperformed both S&P 500 and gold in the last seven years. At the same time, wine collectors have recognized the need to track information about the wines they own, where they are stored and the market value of those wines. Click here to see related article by the firm. 

Wine Owners, founded in 2011, is an online fine wine management, valuation and trading platform. Key features of the firm’s new Wine Management Platform include:

•    Client wine portfolios can be created across multiple cellars and jurisdictions.
•    Wine assets can be valued automatically by the audit function.
•    Users can determine what wines should be consumed, laid down and considered for sale in context of key data and expert reviews.
•    The trading exchange function makes it easy for clients to self-direct, selling directly out of, and into, their portfolios.
•    Market pricing and graphing on 160,000 wines.
•    Inspections and logistics are all handled by Wine Owners.
•    Product can be "own branded" by the wealth manager or firm.
•    For client reporting, wealth managers have access to administrative functions that show account information and activity, as well as providing content management, configuration and analysis functionality.

Wine Owners is now working on collaborations across multiple industries including fine wine, media, wealth management and lifestyle services.