Gus Rodgers, Imc, Caia Email & Phone Number

You are reading this so you are either:1) Interested in starting a wine investment portfolio and not sure what to do next2) Wondering where your wine investment portfolio went wrong and not sure how to fix itGood news - I can help with both. Here are the main reasons that YOUR wine investment portfolio has underperformed:X - paid over the going market rate for your wineX - advised to purchase non-investment grade winesX - low case cost means high cost of carry annihilates returnsX - convinced to 'support the campaign' and purchase parcels (buy the bad to get the good)X - no real plan about when to exitX - merchant or broker cherry picked best performing wines to sell (bank the profit)X - all of the aboveWe have said "NO" to the above practices. We believe you deserve better.How to do work?- KYC (Know Your Client); through strategic questions we understand your investor profile so seeFirstly, whether you should even invest in wine?Secondly, what type of portfolio would suit your investor profile.- Investment Strategy; once we have understood your risk tolerance, liquidity requirements, target returns, investment timelines and investor goals we can start building an investment strategy. If you have an existing portfolio we would provide a Portfolio Diagnostic first, there may be good to salvage.- Proprietary Sourcing Software; we only source wines that hit our extremely strict investment criteria and we only place those with investors if they match their investor profile and our remit as manager. This is our secret source and your competitive advantage. This is how you will beat the index and produce risk adjusted alpha on your portfolio.- Ongoing management; we have a suite of automated management tools. We store the wines fully insured in a UK government Bonded Warehouse in a ring-fenced account. We track the wines, reporting values to you each month, and we manage the process right through to successful sale.Bespoke wine investment portfolios, hand-curated to suit your investor goals. Welcome to BiBO.

Listed skills include Business Strategy, Caia, Wine, Management, and 2 others.