How It Works

Learn how Sure Holdings helps you build and manage a fine wine portfolio.

The Six Steps to Building a Portfolio with Sure Holdings

1. Building a Portfolio

The traditional method of investing into wine is per case basis. Depending on what wines we are recommending at the time, either subscribe to receive our email alerts or your broker will contact you to inform you of the wines we are recommending for investment.

2. Wine Futures

Wine Futures (also known as "En Primeur") refers to buying wine after it is made, but before it is bottled. Cask samples of wines are made available for tasting to wine journalists and the large wholesale buyers in the spring following the vintage.

3. Benefits

Assuming we have wines readily available which fit your investment requirements, and after acceptance of our quotation, an invoice in British Pound per case (12 bottles) will be sent to you for immediate payment.

4. Storage

All wines are stored in bond in UK Customs and Excise bonded warehouses. Wines are stored to the highest standards with full insurance and regular stock reporting.

5. Portfolio Management

Your dedicated broker will monitor your portfolio and keep you informed of market movements, offering recommendations on when to buy, hold, or sell based on market conditions.

6. Exit Strategy

When you decide to sell, we will handle the entire process through our established trade network. Our track record shows consistent positive returns on all recommendations since 2005.