New Opportunity: The Lay & Wheeler Collection IS BACK 🍷 📈

Hi investor,

Today we are re-opening The Lay & Wheeler Collection, the second fine wine syndicate built with our partners at Lay & Wheeler.

It follows the inaugural Lay & Wheeler Collection, which has delivered 23.26% since inception and has already begun returning capital to members through early exits.

The portfolio is constructed using WineFi's proprietary WIS methodology and sourced through Lay & Wheeler's deep producer relationships and market connections - securing stock at prices that are not available on the open market. The Lay & Wheeler Collection deploys into a market still trading below its 2018 levels, with ultra-premium labels at a substantial discount to the 2022 peak.

How the first collection is performing

The inaugural Lay & Wheeler Collection is currently valued 23.26% above its fully sourced cost.

This month the first wines were sold out of that portfolio. That matters as much as the headline number. It is the start of the rolling exit process, which returns capital to members throughout the lifecycle of the syndicate as individual positions are realised.

What’s new in the second iteration?

This is not the first collection reopened under a new date. Three things are deliberately different.

1. A materially larger allocation to Spain. Our price-weighted index of leading Spanish wines rose 49.1% in the five years to August 2026, while the Liv-ex Fine Wine 1000 fell 7.9% and the Bordeaux 500 fell 18.3%. It did so with a maximum drawdown of just 3.1%. Spain rises to 10% of the portfolio, with Bordeaux reduced by five percentage points.
   

2. New Producers Included. Over the five years to June 2026, the producers added to this collection returned +27.1%, against a 7.7% decline in the Liv-ex Fine Wine 1000 - an outperformance of 34.8 percentage points, or 6.5 percentage points a year.
   

3. A move to ultra-premium. Wines above £400 a bottle have returned 9.2% over the last twelve months, against 1.2% for wines under £100. The premium end is leading this recovery, so we are lifting the ultra-premium allocation from 50% to 60% of the portfolio.

Key Deal Information

• Minimum Investment: £3,000

• Historic Return: 11.1% net CAGR*

• Anticipated Holding Period: 4-7 years

• Portfolio: A diversified allocation across established fine wine regions, producers, vintages and price tiers.

• Selection Process: Data-led analysis followed by approval from WineFi’s Investment Committee, utilising the WIS formula.

• Structure: UK bare trust nominee, with investors retaining proportional beneficial ownership of the underlying wines

• Tax Treatment: CGT exempt for UK investors, with Letter of Recommendation provided.

• Portfolio Management: Managed by WineFi’s investment team, with wines sold opportunistically over the life of the collection.

• Storage and Insurance: Stored at Coterie Vaults, underlying wines insured at Liv-ex Market Price.

Returns are distributed proportionally as individual wines are sold, rather than investors having to wait for the entire portfolio to be liquidated.

📈 View our full performance

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