Wealth Managers and IFAs

Client sharing

Access to Omtis Fine Wines’ extensive network of suppliers, partners, Chateaux and clientele is extended to wealth managers and IFAs for mutual benefit. In working in partnership with Omtis Fine Wines by way of network and client sharing, we provide an additional platform for you to better serve and secure relationships with your clients.

Omtis Fine Wines White Label is our seamless and outsourced offering, which provides banking institutions with a full-serviced wine investment infrastructure.  White Label customers will receive ongoing support and yearly valuations on client portfolios for ultra-high net worth individuals.

 

Referrals

Omtis Fine Wines has in place a lucrative and regulated referral structure for wealth managers and IFAs who work in partnership with us.

 

Events

We have a team of event and wine specialist on hand to assist you with client and corporate events.  Whether at home, in our state-of-the-art wine cellar, or at an external venue, we can provide a range of support and consultation services including wine sourcing, personalized sommeliers to host your event, pairing menus, and stemware hire.