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INVESTING

Bespoke solutions to acquire, own, and invest in luxury assets

Exceptional Opportunities in Luxury Asset Investment

At Montbards, we curate and structure investment opportunities in the world’s most exclusive luxury assets, offering investors access to unique, high-value opportunities designed to preserve and enhance wealth. Through structured ownership, bespoke funds, and direct acquisitions, we provide unparalleled expertise in luxury asset-backed investments.

Sourcing & Acquiring Rare Luxury Assets

We leverage our extensive global network to identify and acquire extraordinary assets that align with your vision and investment objectives. Our areas of expertise include:

  • Fine Art & Collectibles: Procuring blue-chip artworks, rare manuscripts, and investment-grade collectibles.

  • Aviation & Yachting: Facilitating the acquisition and co-ownership of private jets and superyachts, offering both full and fractional ownership models.

  • Classic & Performance Automobiles: Sourcing rare and historically significant vehicles, from Le Mans-winning race cars to iconic road cars.

  • Fine Wine & Spirits: Curating portfolios of the world’s most sought-after vintages, providing exceptional liquidity and appreciation potential.

  • Prime Real Estate & Estates: Identifying trophy properties in iconic global locations, managed for yield and capital appreciation.

Intelligent Access to Luxury

For clients seeking exposure to high-value assets without the responsibilities of full ownership, Montbards offers structured co-ownership solutions, enabling:

  • Fractional & Syndicated Ownership: Access to rare assets with professional management while sharing costs and responsibilities.

  • Asset Leasing & Monetisation: Generating yield through curated leasing opportunities in aviation, yachting, and classic car markets.

  • Trust & Estate Planning: Securing luxury assets within tailored structures optimised for long-term generational wealth preservation.

Exclusive Investment Portfolios

Montbards’ structured funds provide access to diversified luxury asset-backed investments, tailored to deliver stable returns and robust asset security. Our fund offerings include:

  • Evergreen Luxury Asset Funds: Open-ended structures allowing continuous investment with periodic liquidity options.

  • Yield-Generating Funds: Focused on leasing, lending, and cash-flow-producing luxury assets, such as private aviation and rare automobiles.

  • Bespoke Managed Portfolios: Custom-built solutions for Ultra-High-Net-Worth Individuals (UHNWIs), Family Offices, and Institutional Investors seeking exposure to tangible luxury assets.

Investing in the Exceptional

The luxury asset market remains one of the most resilient investment sectors, with strong long-term appreciation and growing institutional interest. Notable trends include:

  • Fine Wine: Prices have increased by 146% over the past decade, outperforming traditional asset classes.

  • Rare Automobiles: A 12% Compound Annual Growth Rate (CAGR) in value appreciation over the last five years, with brands like Ferrari and Porsche leading the market.

  • Private Aviation & Yachting: Continued record demand, with structured ownership models making these assets more accessible to investors.

Why Montbards?

  • Bespoke Investment Structures: Tailored solutions aligning with your wealth management objectives.

  • Global Expertise & Networks: Direct access to rare, off-market opportunities through our extensive connections.

  • Robust Risk Management: Comprehensive due diligence, valuation models, and liquidity strategies to safeguard your investments.

  • Unrivalled Discretion & Exclusivity: Our services are by invitation only, ensuring the highest level of confidentiality and personalised service,

Begin Your Investment Journey

Montbards offers discerning investors exclusive access to world-class luxury investment opportunities. Whether you seek direct asset ownership, structured investment products, or tailored advisory services, our team ensures a seamless and sophisticated investment experience.

Connect with us today to explore how Montbards can help you navigate the world of luxury asset investments.

INSIGHTS

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