Oeno Group Launches First Regulated Fine Wine and Whisky Investment Funds

In a bold move set to reshape the landscape of alternative assets, Oeno Group, a global leader in fine wine investment, has launched Portugal’s first-ever regulated fine wine investment fund.

But the innovation doesn’t stop there. In a world increasingly looking for resilience, heritage, and tangible value, Oeno has now also unveiled a first-of-its-kind whisky investment fund. The dual launch firmly positions Portugal at the forefront of the luxury investment space.

The Oeno Wine Investment Fund: Tangible Assets in a Volatile World

Valued at over $5 billion globally, the fine wine market has consistently demonstrated stability and growth, even amid economic headwinds. According to the Liv-ex Fine Wine 1000 Index, fine wine has delivered an impressive average return of 10.6% annually over the past 15 years — a performance that has outpaced many global equity markets and even gold.

Founded in 2015, Oeno Group has grown into one of the most trusted names in the sector, blending traditional connoisseurship with cutting-edge data analysis. Now, with the launch of the Oeno Wine Investment Fund, structured as a Portuguese UCI (Collective Investment Undertaking), the company is offering investors the opportunity to enter this elite space through a regulated, secure, and ESG-conscious vehicle.

“The global fine wine market is only growing,” says Tiago Stattmiller, Oeno Group’s regional director in Portugal. “And in uncertain times, people look to tangible assets with real, lasting value.”

The fund, managed by CMVM-accredited entity FundBox, is initially seeking €20 million in capital, with a minimum entry point of €50,000 for qualified investors. Portfolios will focus on high-potential wines from the world’s most prestigious terroirs — Bordeaux, Burgundy, Champagne, and beyond — and will be curated using Oeno’s exclusive market access and deep-rooted industry relationships.

A Proven Track Record

Between 2018 and 2023, Oeno Group’s private client portfolios achieved average annualised returns of over 12%, thanks to their ability to source rare vintages and forecast demand. Their close ties to wineries, collectors, and global distributors have helped clients acquire rare bottles at below-market rates, driving sustained growth.

Crucially, the new fund prioritises ethical acquisition and sustainability, aligning with the values of today’s conscious investors.

Democratising Wine Investment

Historically, the fine wine world was accessible only to a select few — elite collectors in cities like London, New York, and Hong Kong. Oeno Group’s new initiative aims to break that mould. By institutionalising fine wine as a regulated investment asset, the company is democratising access without diluting exclusivity.

“Portugal has outstanding investors and a rich wine legacy,” Stattmiller explains. “Now we have the infrastructure to bridge those two worlds.”

The Next Pour: Whisky as the New Frontier

Not content with transforming wine investment, Oeno is now looking to whisky — another historically prestigious and highly collectible liquid asset.

The newly launched Oeno Fine Wine & Whisky Fund is structured as a RAIF (Reserved Alternative Investment Fund) and is open to both qualified and non-qualified investors. With a recommended entry point of €100,000 (minimum €50,000), the fund will target rare casks and collector bottles from legendary distilleries across Scotland, Ireland, Japan and the U.S.

Whisky, like fine wine, is limited in supply — and unlike stocks or crypto, it improves with time. According to Rare Whisky 101, cask prices have grown 12–15% annually over the past decade, with some appreciating more than 20% due to scarcity and collectability.

“Whisky combines heritage, scarcity, and passion,” says Stattmiller. “This fund provides a secure way to participate in a booming market with massive global demand.”

Indeed, rare whisky has surged 322% in value over the last ten years, outpacing contemporary art, classic cars, and even fine wine, according to the Knight Frank Luxury Investment Index.

Investing in a Legacy

The Oeno whisky fund is more than just a financial product — it’s a commitment to craftsmanship and storytelling. Investors will gain exposure to legendary casks, limited editions, discontinued bottles, and sought-after collections from names like Bowmore, Yamazaki, and Macallan.

Asset tracking technology and partnerships with top-tier auction houses will help optimise liquidity, while ESG-aligned sourcing ensures sustainability is part of the strategy. Every cask is a living, breathing investment — one that matures in both flavour and value.

Portugal: A Rising Hub for Luxury Investments

The timing of Oeno’s launch couldn’t be more perfect. As Portugal evolves into a key European financial centre focused on innovation, and as global interest in tangible, sustainable investments grows, the country's regulatory environment and investor appetite are perfectly aligned with Oeno’s ambitions.

“It’s more than a fund,” says Stattmiller. “It’s a paradigm shift. Portugal is no longer just a wine-producing nation — it’s becoming a hub for wine and whisky as modern investment assets.”

For those interested in learning more about investing in either the Oeno Wine Investment Fund or the Oeno Fine Wine & Whisky Fund, you can contact the fund’s management entity via investors@fundbox.pt.

Please note, this article does not constitute an investment offer or solicitation.