Report

Unlocking the world of passion assets

Growing awareness of the wealth of opportunities is fuelling investor appetite for Passion Assets.

We surveyed over 170 Ultra High Net Worth & High Net Worth Investors & 171 UK based advisers to produce our guide to unlocking the world of passion assets.

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In this report, we reveal the who, why and how of passion asset investing and, how this unique market is evolving.

The appeal of luxury assets is often driven by passion and the unique allure of being able to drive, drink, or wear your assets. The added, and to some unconventional value lies in understanding both their investment potential and seeing them as a store of value which can be leveraged.

From wealth managers and family offices to financial and investment specialists, the importance of expert advisors is clear. Those who can guide clients through this potentially complex world- and offer insight on their current approach to optimising the value of their interests in everything from art, jewellery and wine through to classic cars, watches and whisky – are crucial to success.

Testimonials

Often viewed as collectibles rather than investments, assets such as wine, art and watches are increasingly seen as more secure than traditional asset classes like stocks and bonds, new research from London law firm Fladgate suggests.

- Spears

68% consider Passion Assets more secure than traditional asset classes

- Money Marketing

An emphatic 82% of investors agreed that diversifying a portfolio with passion assets is a good bet for the future

- IFA Magazine
Our series kicks off with an exclusive invite from Bonhams to get behind the scenes & experience everything from a bidding war to secret Kennedy letters

Behind The Scenes With

Our work

Our People (14)

Sarah
Haile

Head of Walgate Family Office Services
Meet Sarah

What do our partners say?

We surveyed over 170 UHNW & HNW Investors & 171 UK based advisers to produce our guide to unlocking the world of passion assets. This unique market is evolving quickly and it is more important than ever to understand both the opportunities & risks of investment into passion assets.

- Our Head of Finance, Funds & Regulatory 

Ella Leonard

Partner