The renewed enthusiasm follows a multi-year market correction that saw prices fall roughly 30% from their 2022 peak through late 2025. Since then, the market has begun to recover, supported by improved liquidity and stronger alignment between buyers and sellers.
As sentiment improves, allocations are rising sharply. Half of advisors reported client exposure between 11% and 20%, while a growing segment now commits more than 20% of portfolios to the asset — a dramatic shift from the prior year when such levels were largely absent.
The poll shows that a third of US advisors now see clients allocating between 21% and 30% of their wealth to fine wine, highlighting its evolution into a “core defensive pillar.”
Investor profiles
Investor profiles suggest the shift is being driven by experienced market participants rather than newcomers. Nearly all fine wine investors already have exposure to traditional asset classes, positioning wine as a diversification strategy rather than a speculative entry point.
While most investors still approach the asset conservatively, confidence is broadening. More than 80% continue to view wine as a safe haven, a perception echoed in the press release, which points to its resilience against currency fluctuations and interest rate pressures.