Today is your last chance to gain exposure to a diversified portfolio of wine from Tuscany and Piedmont.

Off the back of reporting annualised alphas of 18.78% and 8.69% for The Burgundy Collection and The Champagne Collection respectively - today we close allocations into The Italian Syndicate.

The deadline to register commitments for The Italian Syndicate is today.

This opportunity allows investors to co-invest in a curated portfolio of wines from Tuscany and Piedmont, from as little as £3,000. Through backtesting of our investment method, we have seen historic performance of 11.8% annual returns. The syndicate structure ensures that UK investors benefit from Capital Gains Tax exemptions.

Deal Overview

Why Now?

Over the last 5 years, Italian wine has seen the highest increase by any region in terms of trade share. It now represents 21% of market share by trade volume.

This growth is driven by two regions - Tuscany and Piedmont. Super Tuscans are now among the most prestigious wines in the world. Piedmont is being likened to “Italy’s Burgundy” due to similarities in production size, ageing potential, and price appreciation.

While Piedmont has not yet seen the growth that Burgundy saw during the “Burgundy Boom” - the likenesses in characteristics mean that Piedmont may contain the potential for similar high returns.

Deal Overview

Balancing Risk and Return

Tuscany’s Super Tuscans offer a foundation of security. They are highly regarded and consistently in demand with a proven track record of stable, incremental value growth. Tuscany is the least volatile wine region, with strong liquidity due to robust market activity.

Piedmont, provides a distinct opportunity with a layered investment landscape. The investment dynamic is reminiscent of Burgundy before its recent price surge, where value-focused investors benefited from a market on the cusp of broader recognition and appreciation.

Through backtesting of our investment method, we have seen historic performance of 11.8% annual returns over a 5-7 year hold period.

Target Portfolio Composition

Combining the characteristics of these two regions allows for a portfolio combining proven secondary market liquidity and stability with the potential for outsized returns.

Producer Highlight

Comm. G.B. Burlotto

14.6% lifetime CAGR across all labels and vintages (43).

Comm. G.B. Burlotto, a historic Verduno winery, rose to fame in the 19th century when Giovan Battista Burlotto became the official supplier to the royal court of Savoy.

Today, the winery remains family-owned, producing wines that balance tradition and elegance, with a focus on single-vineyard expressions like Cannubi and Monvigliero.

Our analysis has highlighted Comm. G.B. Burlotto as a key target for this collection, the wines show strong returns, and are a classic example of small production exacerbating supply and demand dynamics.

Historically, across all labels and vintages (43), this producer has seen average lifetime compound annual growth rate (CAGR) of 14.6%. Over a 7 year hold period, wines from this producer average a 19.1% annual return.

Producer Highlight

Tenuta San Guido (Sassicaia)

10% lifetime CAGR across all labels and vintages with just 3.8% standard deviation.

Tenuta San Guido, located in Bolgheri, Tuscany, is renowned for producing Sassicaia, the first "Super Tuscan" wine that revolutionised Italian winemaking.

Established by Marchese Mario Incisa della Rocchetta, the estate introduced Sassicaia in 1968, blending Cabernet Sauvignon and Cabernet Franc to create a Bordeaux-inspired red wine of extraordinary quality. Its success led to the creation of the Bolgheri Sassicaia DOC, the only Italian appellation dedicated to a single estate.

Sassicaia is one of the most sought after wines in the world, and perfectly represents the Tuscan ‘stability’ referred to above. Not only do the wines average 10% annual returns over their lifetime, but this figure has a standard deviation of just 3.9% across all vintages.

Deal Overview

Investing in a WineFi Syndicate

Our Syndicates allow investors maximum diversification into the wine markets at the lowest cost of entry. This allows investors to access an uncorrelated, low volatility asset class at a fraction of the cost of buying the bottles outright.

Investing with WineFi also allows investors to utilise market expertise, and industry advantages off limits to only the largest wine merchants.

We pass on storage advantages through our low fees, and market access as ‘paper alpha’ to our syndicate members. We typically source our syndicates at around 3-5% discount to market value, and pass this entire discount to our investors.

In the UK, fine wine is also exempt from CGT in most cases. Our bare trust syndicate structure allows investors to take advantage of the tax exemption whilst achieving maximum diversification.