Why invest in fine wine?

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“I have been impressed by the advice

received from my advisers in Albany

Wine who combine a "gently gently"

approach with professional fine wine

expertise which has been very much

appreciated. I would recommend

them to other wine investors”

A Fishleigh

• Governed by the iron law of supply and

demand

• Low risk investment with low volatility

compared to standard investments

• Consumable asset with end user

• Value and Quality increase with age

• Flexible Investment

• Largely Non Correlated to Main Markets

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Why invest in wine?

Alternative Assets

“The Rule of Three”

An effective way toidentify the best alternative assets to

invest in…

Rule #1The asset should be a

Finite Resource

• Investment grade Chateaux produce just 3,000 – 20,000 cases per vintage

• Each vintage is unique and can never be reproduced

• This means each vintage is in limited, finite supply

Rule #2The chosen asset should be a

Tangible Asset

• Clients of APM personally own physical cases of fine wine

• Wine is stored in client’s name at world class professional storage facility in UK

• The asset will exist regardless of turbulence or catastrophe in traditional markets

Rule #3

Diversify a Portfolio!

• During times of economic uncertainty the best performing portfolios are well diversified

• Investors are best advised to avoid “putting all their eggs in one basket”

Diversification…Having diversified your portfolio into the wine sector you are

further able to diversify within the wine market itself

We recommend you invest across a broad range of chateaux, vintages and stages (en primeur or “landed”)

Opportunity for diversity of this magnitude is rare within the investment world

Fine Wine is one of the only asset classes that allows the investor access to a number of options within a portfolio

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A Fine Time To Invest in Wine?

To date the fine wine market has only ever seen three corrections, 1998, 2008 and 2011/12

The first two corrections were followed by three years of strong growth, history has a habit of repeating itself.

More and more investors are turning to tangible assets as a secure long term future for their investment horizons.

Eurozone crisis mixed with BRIC continuing growth is having a huge effect on the wine market

“I discovered Albany Portfolio through a favourable article in Moneyweek. From the outset the team have been most helpful in advising me in this new area of investment for me. I am regularly kept up to date and I am delighted with the performance of the portfolio that I have built up in the last eighteen months and look forward to developing it further”B Glass

Who are APM?

• Established early 2009

• Team of seasoned wine professionals, all WSET* qualified

• Financial markets backgrounds

• A wealth of experience and talent

• Offices in London and Guangzhou

*Wine & Spirits Education Trust www.wsetglobal.com 3

“I have recommended Albany Portfolio

Management to many of my friends and

that is testimony in itself as I do not do that lightly.  I will continue to highly

recommend them as I found them to be

honest and hard working with a cutting professional edge sadly lacking

elsewhere in the industry”

K Olivier

What we do...

• Full advisory service – no expertise required

• Bespoke, fully managed portfolios

• Professional storage

• Fully insured

• Ongoing market updates

• Advice on when to sell

• Full professional re-sale

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Why APM Wine Investments?

• Tailor made cellars• Direct contact with investment team if required• Qualified market experts• Leaders in our field• Advanced market analysis and selection tools• Proprietary fine wine algorithm • Superior investment performance• Very high client retention rate• Full protection with wine stored in your own name• Full investment management• Commission free sales on exit

Performance

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Algorithm…• Most sophisticated quantitative

stock selection tool in the market

• Developed with Joe Roseman, former headeconomist at Moore Capital and author of SWAG: Alternative Investments for the Coming Decade

• When applied to the components of the Liv-ex 100 over 5 years, outperforms by 62%

DisclosureWe believe that investing in wine should be both enjoyable and profitable, but like any traded commodity there are risks and wine can go down in value as well as up. Neither APM nor the wine market in general is regulated by the FCA.

PiccadillyCircus

54 POLAND STREET W1F 7NJCITY OF WESTMINSTER

..Soho

Registered in England and Wales. Company number 06817017

54 Poland Street, London W1F 7NJ

+44 (0)20 7148 0411 EMAIL US albanyportfoliomanagement.co.uk