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Published: May, 2013 | Pages:
70 | 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 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report provides the latest asset allocations of Israeli HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Israeli HNWIs to 2017 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Israeli HNWIs across five wealth bands HNWI volume, wealth and allocation trends from 2007 to 2012 HNWI volume, wealth and allocation forecasts to 2017 HNWI and UHNWI asset allocations across 13 asset classes Insights into the drivers of HNWI wealth
Reason To Buy
The WealthInsight Intelligence Center Database 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. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the database 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 2017.
Key Highlights
There were just over 74,700 HNWIs in Israel in 2012. These HNWIs hold US$362 billion in wealth which equates to high 63% of total individual wealth held in the country. Over the forecast period, equities are expected to be the top-performing asset class for HNWIs, followed by business interests and alternatives. Cash will be the worst performing asset class. As a result, there will be a movement away from cash and towards alternatives and equities. As of 2012, HNWI liquid assets amounted to US$75 billion, representing 21% of the wealth holdings of Israeli HNWIs. WealthInsight's research showed that at the end of 2012, 29% of Israeli HNWIs had second homes abroad. At the end of 2012, Israeli HNWIs held 26% (US$94 billion) of their wealth outside their home country, which is in line with the worldwide norm of between 20% and 30%.
1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Benchmarking Israel Wealth in Context 3.3.1 World statistics 3.3.2 Distribution of wealth in Israel 3.4 HNWI Volume and Wealth Trends 4 Analysis of Israeli HNWI investments 4.1 Analysis by Asset Classes 4.1.1 Trends in alternative assets 4.1.2 Trends in "art, wine and wheels" 4.1.3 Trends of investments in real estate 4.1.4 Trends of investments in cash and deposits 4.1.5 Trends of investments in fixed income 4.1.6 Trends of investments in equity 4.1.7 Trends of investments in business interests 4.2 Analysis of Foreign Investments 4.2.1 Investments in Europe (including the UK) 4.2.2 Investments in North America (including the Caribbean) 4.2.3 Investments in Asia-Pacific 4.2.4 Investments in Latin America 4.2.5 Investments in Africa 4.3 Alternative Breakdown: Liquid vs Investable Assets 4.4 Analysis of Israeli UHNWI Investments 5 Appendix 5.1 Regulations on Taxes 5.2 Regulations related to Immigration 5.3 Economic Indicators 5.3.1 NIS to US$ exchange rate 5.3.2 Real GDP growth 5.3.3 Per capita GDP 5.3.4 Domestic market capitalization 5.3.5 Commodity index 5.3.6 Foreign direct investment 5.3.7 Inflation rate 5.3.8 Interest rate 5.3.9 Balance of payments 5.3.10 Stock market performance 5.4 Wealth Breakdowns 6 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: ISRAEL: Regions in Israel, 2012 Table 3: ISRAEL: Largest cities in Israel, 2012 Table 4: ISRAEL: Allocations of HNWI Assets, 2007?2017 Table 5: ISRAEL: HNWIs ? Holdings Growth (%), 2007-2017 Table 6: ISRAEL: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017 Table 7: ISRAEL: HNWIs - Alternative Asset Composition (%), 2007-2017 Table 8: ISRAEL: Trends in "Art, Wine and Wheels", 2007-2012 Table 9: ISRAEL: Real Estate Prices in Major Cities, US$ average price, 2012 Table 10: ISRAEL: Prime residential real estate prices, US$ per square meter, 2012 Table 11: GLOBAL: Prime residential real estate prices, US$ per square meter, 2012 Table 12: GLOBAL: Prime International Cities Performance, US$ terms, 2007-2012 Table 13: ISRAEL: HNWIs - Percentages of Foreign Investment Allocation, 2007-2017 Table 14: ISRAEL: HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017 Table 15: ISRAEL: HNWIs - Liquidity Breakdown (%), 2007-2017 Table 16: ISRAEL: UHNWIs - Allocations and Share of HNWI Assets, 2012 Table 17: ISRAEL: Income Tax Structure for Individuals in Israel, 2012 Table 18: ISRAEL: Income Tax Structure for Individuals in Israel, 2013 Table 19: ISRAEL: NIS to US$ Exchange Rate, 2007-2017 Table 20: ISRAEL: Real GDP Growth, 2007-2017 Table 21: ISRAEL: GDP Per Capita, 2007-2017 Table 22: ISRAEL: Domestic Market Capitalization (US$ Billions) 2007-2011 Table 23: ISRAEL: Commodity Indices, 2007-2017 Table 24: ISRAEL: Foreign Direct Investments (US$ Billions) 2007-2017 Table 25: ISRAEL: Inflation Rate, 2007-2017 Table 26: ISRAEL: Benchmark Interest Rate, 2007-2017 Table 27: ISRAEL: Balance of Payments (US$ Billions) 2007-2012 Table 28: ISRAEL: Stock Market Performance, 2007-2012 Table 29: ISRAEL: HNWI Wealth vs GDP Ratio, 2007-2017 Table 30: ISRAEL: Appendix One Table 31: ISRAEL: Appendix Two
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