The Investment Manager
OWC Asset Management Limited

The Manager of the Fund is OWC Asset Management Limited which is based in London. OWC is regulated in the marketing of wine investment Funds by the Financial Services Authority.






 

Brief biographies of the investment personnel can be found below. Both have highly successful track records in the financial markets as well as many years’ experience of trading and portfolio management in the fine wine market. This combination has resulted in a highly rigorous approach to portfolio construction and risk management coupled with the strong relationships with growers and distributors, which are essential for sourcing the right wine at the best possible price. The tasting abilities of the fund managers allow up and coming wines to be spotted early before they receive general critical acclaim.

  • Andrew Davison: former senior derivatives trader at Deutsche Bank where he was a Director of the Global Markets Division with responsibility for market-making and proprietary trading of Euro Options – one of Deutsche’s largest trading books. He left the City with a track record of eight years profitable trading.
    In 2001 he joined the wine merchant Bordeaux Index where he established the first two-way market-making screen for wine futures based on the Bordeaux 2000 vintage and was responsible for managing private client investment portfolios. He left Bordeaux Index in March 2002 to set up OWC Asset Management Limited.
    He holds a BA Hons in Mathematics and the Certificate of Advanced Mathematics from Cambridge University.

  • Gary Boom has been collecting fine wine for over fifteen years and is a founding director of the wine merchant Bordeaux Index Limited which was established in 1997. He is a director of Mirror Image Group and Moving Image Group which own a number of well known restaurants in central London.
    Between 1985 and 2001 he worked for several leading London money brokers specialising in interest rate options and was a main board director at Intercapital Group.
    He has over six years experience of running wine investment portfolios for private clients and holds a BSc in finance from the University of Cape Town.



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