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Concurrent Session Onsite and Online

PFP2327. Fine Wine as an Investment and Asset

Fine wine is an investment like no other. With over $353M in assets under management, Cult Wine Investment is one of the largest fine wine investment firms with offices in London, Hong Kong, Singapore, Shanghai, Toronto, New York, Dubai and Japan. Fine wine is uncorrelated to traditional asset classes, provides a hedge against inflation and has historically lower volatility over the long term. What drives fine wine performance? 1. Finite supply 2. Global consumption 3. Increasing desirability 4. Quality improves over time 5. Wine critic scores

Learning Objectives:

  • Fine wine as an investment and asset class
  • Benefits of investing in fine wine
  • How it works and how to get started
  • Cult Wine Investment
  • Performance of fine wine
Date/Time
CPE Credits
1.0
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-4 years in the Profession
Advanced Preparation
NA
Session Tags
PFP
CGMA
CFP