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.
This report provides the latest asset allocations of Israel HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Israel HNWIs to 2018 and a comprehensive and robust background of the local economy.
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 Insights into the drivers of HNWI wealth
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The HNWI Asset Allocation 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 report 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.
Equities were the largest asset class for Israeli HNWIs in 2013, with 26.2% of total HNWI assets. It was followed by business interests with 25.8%, real estate with 18.0%, fixed-income with 13.2%, cash with 10.0% and alternatives with 6.8%. Real estate, business interests and alternatives recorded respective growth rates of 82.4%, 47.7% and 47.1%during the review period. Alternative assets held by Israeli HNWIs increased during the review period from 6.7% of total HNWI assets in 2009 to 6.8% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.5% in 2013. WealthInsight expects allocations in commodities to decline over the forecast period, going back to 1.1% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials. This is expected to cause global commodity prices to flatten out. Israeli HNWI liquid assets amounted to US$208 billion as of 2013, representing 49.4% of wealth holdings.
1 INTRODUCTION 1.1 Details of this Report 1.2 Definitions 2 EXECUTIVE SUMMARY 3 WEALTH SECTOR FUNDAMENTALS 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking Israel's Wealth in Context 3.4.1 Distribution of wealth in Israel 3.5 HNWI Volume and Wealth Trends 4 ANALYSIS OF ISRAELI HNWI INVESTMENTS 4.1 Analysis by Asset Class 4.1.1 Trends in alternative assets 4.1.2 Trends in 'art, wine and wheels' 4.1.3 Trends of investment in real estate 4.1.4 Trends of investment in cash and deposits 4.1.5 Trends of investment in fixed-income 4.1.6 Trends of investment in equity 4.1.7 Trends of investment in business interests 4.2 Analysis of Foreign Investments 4.2.1 Investments in Europe 4.2.2 Investments in North America (including the US, Mexico and the Caribbean) 4.2.3 Investments in Asia-Pacific 4.2.4 Investments in Central and South America 4.2.5 Investments in the Middle East 4.2.6 Investments in Africa 4.3 Alternative Breakdown: Liquid vs Investable Assets 4.4 Analysis of Israeli UHNWI Investments 5 APPENDIX 5.1 Additional Components of the Wealth Sector in Israel 5.1.1 Philanthropy 5.2 Regulations on Taxes 5.3 Regulations Related to Immigration, Investment and Employment 5.4 Key Drivers 5.4.1 NIS to US$ 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 Allocations of HNWI Assets (%), 2009-2018 Table 4: Israeli HNWIs ? Holdings Growth (%), 2009-2018 Table 5: Israeli HNWIs - Alternative Asset Composition (%), 2009-2018 Table 6: Israeli HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018 Table 7: Israeli Trends in 'Art, Wine and Wheels', 2009-2013 Table 8: Global Prime Real Estate Prices per m2 (US$), 2014 Table 9: Israeli HNWIs - Percentage of Foreign Investment Allocations (%), 2009-2018 Table 10: Israeli HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018 Table 11: Israeli HNWIs - Liquidity Breakdown (%), 2009-2018 Table 12: Israeli UHNWIs - Allocations and Share of HNWI Assets, 2013 Table 13: Israeli Income Tax Bands (TRY), 2012-2013 Table 14: Israeli Exchange Rate -NIS to US$, 2009-2018 Table 15: Israeli Real GDP Growth (%), 2009-2018 Table 16: Israeli GDP Per Capita (US$), 2009-2018 Table 17: Israeli Domestic Market Capitalization (US$ Billion), 2009-2013 Table 18: Israeli Commodity Indices, 2009-2018 Table 19: Israeli Foreign Direct Investments (US$ Billion), 2009-2018 Table 20: Israeli Inflation Rate (%), 2009-2018 Table 21: Israeli Money Market Rate (%), 2009-2018 Table 22: Israeli Balance of Payments (US$ Billion), 2009-2013 Table 23: Israeli Government Debt as a Percentage of GDP (%), 2009-2018 Table 24: Israeli Stock Market Performance (Index), 2009-2013 Table 25: Israeli HNWI Wealth vs GDP Ratio (%), 2009-2018 Table 26: Israel- Appendix One Table 27: Israel - Appendix Two
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