Our investment plans
Discovery
Free
Annual fee
No fees
Insight and reporting
Wine Track data
Limited
Critic scores
Limited
Live valuationsNot included in Discovery
Portfolio statementsNot included in Discovery
Special reportsIncluded in Discovery
Your portfolio
Bespoke portfolioNot included in Discovery
Dedicated managerNot included in Discovery
Portfolio reviewNot included in Discovery
Ownership and protection
Account in your nameNot included in Discovery
World-class storageNot included in Discovery
Full insuranceNot included in Discovery
Authenticity guaranteeNot included in Discovery
Exclusive access
New releasesNot included in Discovery
Tastings and client eventsNot included in Discovery
Preferential allocationsNot included in Discovery
Private winery visitsNot included in Discovery
Producer dinnersNot included in Discovery
Curated
from£5,000
Annual fee
2.75%
Insight and reporting
Wine Track data
Full
Critic scores
Full
Live valuationsIncluded in Curated
Portfolio statements
Monthly
Special reportsIncluded in Curated
Your portfolio
Bespoke portfolioIncluded in Curated
Dedicated managerIncluded in Curated
Portfolio review
Annual
Ownership and protection
Account in your nameIncluded in Curated
World-class storageIncluded in Curated
Full insuranceIncluded in Curated
Authenticity guaranteeIncluded in Curated
Exclusive access
New releasesIncluded in Curated
Tastings and client eventsIncluded in Curated
Preferential allocationsIncluded in Curated
Private winery visitsNot included in Curated
Producer dinnersNot included in Curated
Elite
from£50,000
Annual fee
2.50%
Insight and reporting
Wine Track data
Full
Critic scores
Full
Live valuationsIncluded in Elite
Portfolio statements
Monthly
Special reportsIncluded in Elite
Your portfolio
Bespoke portfolioIncluded in Elite
Dedicated managerIncluded in Elite
Portfolio review
Quarterly
Ownership and protection
Account in your nameIncluded in Elite
World-class storageIncluded in Elite
Full insuranceIncluded in Elite
Authenticity guaranteeIncluded in Elite
Exclusive access
New releasesIncluded in Elite
Tastings and client eventsIncluded in Elite
Preferential allocationsIncluded in Elite
Private winery visitsIncluded in Elite
Producer dinnersNot included in Elite
Legacy
from£250,000
Annual fee
2.25%
Insight and reporting
Wine Track data
Full
Critic scores
Full
Live valuationsIncluded in Legacy
Portfolio statements
Monthly
Special reportsIncluded in Legacy
Your portfolio
Bespoke portfolioIncluded in Legacy
Dedicated managerIncluded in Legacy
Portfolio review
Quarterly
Ownership and protection
Account in your nameIncluded in Legacy
World-class storageIncluded in Legacy
Full insuranceIncluded in Legacy
Authenticity guaranteeIncluded in Legacy
Exclusive access
New releasesIncluded in Legacy
Tastings and client eventsIncluded in Legacy
Preferential allocations
Priority
Private winery visitsIncluded in Legacy
Producer dinnersIncluded in Legacy