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Published: Jan, 2014 | Pages:
72 | 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 Italy. 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 Italy HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Italy HNWIs to 2017 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Italy HNWIs across five wealth bands HNWI volume and wealth trends from 2008 to 2012 HNWI volume and wealth 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
In 2012, there were around 165,161 core millionaires in Italy, with a combined wealth of US$669 billion and an average wealth of US$4 million. During the review period, the number of core HNWIs increased by 2.5% from 161,060 in 2008 to 165,161 in 2012. According to WealthInsight's projections, the number of core HNWIs in Italy is expected to grow by around 14% over the forecast period to reach 188,342 by 2017.
TABLE OF CONTENTS 1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Benchmarking Italy's Wealth in Context 3.3.1 Distribution of wealth in Italy 3.4 HNWI Volume and Wealth Trends 4 Analysis of Italian HNWI Investments 4.1 Analysis by Asset Classes 4.1.1 Trends in alternative assets 4.1.2 Trends in 'art, wine and wheels' 4.1.3 Trends of investments in real estate 4.1.4 Trends of investments in cash and deposits 4.1.5 Trends of investments in fixed-income 4.1.6 Trends of investments in equity 4.1.7 Trends of investments in business interests 4.2 Analysis of Foreign Investments 4.2.1 Investments in Europe 4.2.2 Investments in North America (the US, Mexico and the Caribbean) 4.2.3 Investments in Asia Pacific 4.2.4 Investments in Central and South America 4.2.5 Investments in the Middle East 4.2.6 Investments in Africa 4.3 Alternative Breakdown: Liquid vs. Investable Assets 4.4 Analysis of Italian UHNWI Investments 5 Appendix 5.1 Additional Components of the Wealth Sector in Italy 5.1.1 Philanthropy 5.1.2 Demand for intergenerational wealth transfer 5.1.3 Human resource availability for the wealth management industry 5.2 Regulations on Taxes 5.3 Regulations Related to Immigration, Investment and Employment 5.4 Key Drivers 5.4.1 LC to US$ 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 - inflow and outflow 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
LIST OF TABLES Table 1: HNWI Wealth Band and Group Definitions Table 2: Regions in Italy, 2012 Table 3: Largest Cities in Italy, 2012 Table 4: Italian Allocations of HNWI Assets, 2008-2017 Table 5: Italian HNWIs ? Holdings Growth (%), 2008-2017 Table 6: Italian HNWIs - Trends of Investments in Alternative Assets (%), 2008-2017 Table 7: Italian HNWIs - Alternative Asset Composition (%), 2008-2017 Table 8: Italian Trends in 'Art, Wine and Wheels', 2008-2012 Table 9: Global Prime Real Estate Prices per Square Meter (US$), 2012 Table 10: Italian HNWIs - Percentage of Foreign Investment Allocations, 2008-2017 Table 11: Italian HNWIs - Liquidity Breakdown (US$ Billion), 2008-2017 Table 12: Italian HNWIs - Liquidity Breakdown (%), 2008-2017 Table 13: Italian UHNWIs - Allocations and Share of HNWI Assets, 2012 Table 14: Italian Income Tax Bands, 2012-2013 Table 15: EUR per US$ Exchange Rate, 2008-2017 Table 16: Italian Real GDP Growth (%), 2008-2017 Table 17: Italian GDP Per Capita (US$), 2008-2017 Table 18: Italian Domestic Market Capitalization (US$ Billion) 2008-2012 Table 19: Italian Commodity Indices, 2008-2017 Table 20: Italian Foreign Direct Investments (US$ Billion), 2008-2017 Table 21: Italian Inflation Rate (%), 2008-2017 Table 22: Italian Money Market Rate (%), 2008-2017 Table 23: Italian Balance of Payments (US$ Billion), 2008-2012 Table 24: Italian Government Debt as a Percentage of GDP, 2008-2017 Table 25: Italian Stock Market Performance, 2008-2012 Table 26: Italian HNWI Wealth vs GDP Ratio, 2008-2017 Table 27: Italy Appendix One Table 28: Italy Appendix Two
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