Trading
Management
Management +
Trading (free)
Create or upload your own portfolio and trade on your terms.
Get
Management
We will build and manage a diversified portfolio for you in alignment with your goals.
Get
Management +
Maximise your returns with the addition of arbitrage trading and priority on preferential allocations.
Get
Features
Minimum investment
None
£20,000
£100,000
Management fees
None
2.75% p.a.
2.00% p.a.
Commission fees
3.00%
None
None
Portfolio upload
Portfolio management & analysis tools
Trading history
Storage account
Storage fees
Standard rates
Free
Free
Delivery & transfers
Standard rates
Standard rates
Free
Customer support
Account manager
Active management
Market value discount
5%
5% minimum
Preferential allocations
Arbitrage trading
Trading (free)
Create or upload your own portfolio and trade on your terms.
Get
Features
Minimum investment
None
Management fees
None
Commission fees
3.00%
Portfolio upload
Portfolio management & analysis tools
Trading history
Storage account
Storage fees
Standard rates
Delivery & transfers
Standard rates
Customer support
Account manager
Active management
Market value discount
Preferential allocations
Arbitrage trading
Management
We will build and manage a diversified portfolio for you in alignment with your goals.
Get
Features
Minimum investment
£20,000
Management fees
2.75% p.a.
Commission fees
None
Portfolio upload
Portfolio management & analysis tools
Trading history
Storage account
Storage fees
Free
Delivery & transfers
Standard rates
Customer support
Account manager
Active management
Market value discount
5%
Preferential allocations
Arbitrage trading
Management +
Maximise your returns with the addition of arbitrage trading and priority on preferential allocations.
Get
Features
Minimum investment
£100,000
Management fees
2.00% p.a.
Commission fees
None
Portfolio upload
Portfolio management & analysis tools
Trading history
Storage account
Storage fees
Free
Delivery & transfers
Free
Customer support
Account manager
Active management
Market value discount
5% minimum
Preferential allocations
Arbitrage trading

Frequently asked questions

What's the difference between the account types?

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Trading Accounts are for those who prefer a hands-on approach—ideal if you want to research, build, and manage your wine portfolio independently.

Managed Accounts, on the other hand, are fully handled by our experts. Perfect for clients who want to benefit from BordeauXchange's expertise without having to invest their own time, resources, or market know-how.

Can I still trade or manage wines myself under a management account?

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Absolutely, you can place trades, review holdings, and make changes at any time. Your account manager handles everything by default, but you're free to take control whenever you like.

Is the wine still stored and owned by me under a managed account?

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Yes, all wines purchased under a managed account are fully owned by you and securely stored in your name. We simply manage the portfolio on your behalf—you retain full legal ownership at all times.

What is the market value discount?

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The Market Value Discount is an exclusive benefit for Management Account holders. It means every wine purchased on your behalf is sourced at a minimum of 5% below its current market value. This ensures you're already ahead from the moment of purchase—maximising value and return potential from day one.

Can I switch between account types?

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Yes, you can upgrade or change your account type at any time. Simply contact your account manager or our support team to discuss.

Are there any hidden fees?

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No hidden fees. Trading accounts are completely free with 3% commission on trades. Management accounts have transparent annual fees and 0% trading commissions. Storage costs are charged for trading accounts and are free for management accounts.

What's included in portfolio management?

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Our portfolio management includes bespoke wine selection, active buying and selling, market monitoring, portfolio rebalancing, and regular performance reports. You'll have a dedicated account manager for personalized service.

Management fees

Charged monthly based on the portfolio’s value using the last traded price for each wine, ensuring fair, real-market valuation and avoiding inflated prices or lump-sum charges.

Example:
Portfolio value: £20,000
Monthly fee @ 2.75% p.a: £45.83 Monthly fee @ 2.00% p.a: £33.33

Commission fees

Charged on the value of your trade

Example:
Trade value: £1,000
Commission fee: £30

Portfolio upload

Upload a copy of your current portfolio, with unlimted free entries. Do it yourself or send us a copy and our team will do the work for you.

Portfolio management & analysis tools

Past performance, profit/loss records, 5+ year price history, regional breakdown, liquidty scores, bespoke data points, and so much more.

Trading history

Full record of every transaction you make on BordeauXchange, including your own profit/loss tracker.

Storage account

Your own storage account within London City Bond.

Storage fees

Storage and full market value insurance for each wine. Standard rates apply, click here for prices.

Delivery fees

Standard rates apply. Click here for prices.

Customer support

Available 24/7 via live chat, email, whatsapp, and phone.

Account manager

A dedicated professional who oversees your portfolio, highlights/manages trades, and aligns strategies with your goals.

Active management

Your portfolio is continuously monitored and adjusted to seize market opportunities and manage risk in real time.

Market value discount

Get ahead of the market from day one. Every wine recommended or purchased is secured below current market value, offering built-in value from the start.

Preferential allocations

Access high-demand and heavily discounted wines before the wider market. Enjoy priority allocation on rare or limited releases.

Arbitrage trading

We built software to identify pricing inefficiencies across the market, allowing us to purchase undervalued wines and instantly resell them for profit.