🏁Getting Started
You have decided to invest through Winefi. Now what?
Private Clients
Step 1: You choose an amount to invest
You choose an investment amount that is right for you. The minimum investment we recommend is £5,000. The more you invest, the more diversification.
For a globally diversified portfolio, we would recommend £25,000 or more.
Step 2: Our Investment Committee creates a draft portfolio for you
Our Investment Committee looks at the market and creates a draft portfolio based on your budget. This is a reflection of what we can access in the market at that point in time.
Step 3: We sign an order form
We sign a contract, that allows us to acquire the assets on your behalf.
Step 4: We transport, store and insure the assets for you
The assets are stored "in bond" in a third party bonded warehouse. You own the assets outright, and can validate the condition of your assets at any time.
Step 5: We monitor the value of your portfolio over time
We track the performance of your portfolio and recommend a sale when the time is right to maximise returns. You can stay updated on performance through our platform. You can also instruct a sale at any time, or alternatively remove the assets from bond altogether.
Step 6: We broker the assets at sale
When we receive confirmation to sell the assets, we will find a buyer on your behalf at the best available price. Funds will then be remitted to a bank account of your choice.
In the event that you decide to take the assets out of bond, we will transport them to your chosen address. Please note that in this scenario, transport costs, VAT and Duty will become payable.
Co-Investment
via our syndicate or partners.
Step 2: Once the collection is filled, we custody the assets on behalf of shareholders
We acquire the assets and store them within a third-party bonded warehouse.
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