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Challenges and Opportunities for the Wealth Sector in Israel 2014

Published: Oct, 2014 | Pages: 56 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)


Synopsis
This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Israel. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report is a thorough analysis of Israel's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Scope
Independent market sizing of Israel HNWIs across five wealth bands HNWI volume and wealth trends from 2009 to 2013 HNWI volume and wealth forecasts to 2018 HNWI and UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2009-2013) Insights into the drivers of HNWI wealth
Reason To Buy
The Challenges and Opportunities for the Wealth Sector in Israel 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world. With the wealth reports as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover. Report includes comprehensive forecasts to 2018.
Key Highlights
In 2013, Israeli HNWIs held 24.2% (US$102 billion) of their wealth outside of their home country; the worldwide average is20-30%. WealthInsight expects foreign asset holdings to increase to US$128 billion by 2018, accounting for 23.9% of the total HNWI assets. In 2013, North America accounted for 44.3% of the foreign assets of Israeli HNWIs. This was followed by Europe with 29.0%, the Asia-Pacific with 14.5%, Latin America with 11.0%, the Middle East with 0.9% and Africa with 0.6%. Israeli HNWI allocations to Europe decreased during the review period when compared to other regions, from 35.4% in 2009 to 29.0% in 2013. Latin America and Asia-Pacific were emerging regions in terms of global investments. WealthInsight expects HNWIs to reduce their level of investment in Europe over the forecast period, falling to 24.1% of foreign HNWI assets by 2018, with investments decreasing due to growing confidence in Asian economies.
 1 INTRODUCTION
1.1 Details of this Report
1.2 Definitions
2 EXECUTIVE SUMMARY
3 WEALTH SECTOR FUNDAMENTALS
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking Israel's Wealth in Context
3.4.1 Distribution of wealth in Israel
3.5 HNWI Volume and Wealth Trends
4 COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR
4.1 Competitive Landscape
4.1.1 Domestic banks
4.1.2 Foreign private banks
4.1.3 Wealth managers
4.1.4 Family offices
4.1.5 Financial advisors
4.2 Israeli Wealth Management Industry - Clientele Model and Maturity
4.3 Behavioral Mapping of Wealth Management and Private Banking in Israel
5 APPENDIX
5.1 Additional Components of the Wealth Sector in Israel
5.1.1 Philanthropy
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 NIS to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments (FDI) - inflows and outflows
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns
6 ABOUT WEALTHINSIGHT
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Israeli Population Volume of Key Cities (Million), 2013
Table 3: Israeli Leading Domestic Private Banks, 2013
Table 4: Israeli Leading Foreign Private Banks, 2013
Table 5: Israeli Wealth Managers, 2013
Table 6: Israeli Family Offices, 2013
Table 7: Israeli Income Tax Bands (TRY), 2012-2013
Table 8: Israeli Exchange Rate -NIS to US$, 2009-2018
Table 9: Israeli Real GDP Growth (%), 2009-2018
Table 10: Israeli GDP Per Capita (US$), 2009-2018
Table 11: Israeli Domestic Market Capitalization (US$ Billion), 2009-2013
Table 12: Israeli Commodity Indices, 2009-2018
Table 13: Israeli Foreign Direct Investments (US$ Billion), 2009-2018
Table 14: Israeli Inflation Rate (%), 2009-2018
Table 15: Israeli Money Market Rate (%), 2009-2018
Table 16: Israeli Balance of Payments (US$ Billion), 2009-2013
Table 17: Israeli Government Debt as a Percentage of GDP (%), 2009-2018
Table 18: Israeli Stock Market Performance (Index), 2009-2013
Table 19: Israeli HNWI Wealth vs GDP Ratio (%), 2009-2018
Table 20: Israel- Appendix One
Table 21: Israel - Appendix Two 



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