Research and Markets: High Net Worth Individual (HNWI) Asset Allocation in Israel 2013-2017

Research and Markets (http://www.researchandmarkets.com/research/wjs6ph/high_net_worth) has announced the addition of the "High Net Worth Individual (HNWI) Asset Allocation in Israel 2013" report to their offering.

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

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%.

Key Topics Covered:

1 Introduction

2 Executive Summary

3 Wealth Sector Fundamentals

  • Political Background
  • Economic Background
  • Benchmarking Israel Wealth in Context
  • HNWI Volume and Wealth Trends

4 Analysis of Israeli HNWI investments

  • Analysis by Asset Classes
  • Analysis of Foreign Investments
  • Alternative Breakdown: Liquid vs Investable Assets
  • Analysis of Israeli UHNWI Investments

5 Appendix

  • Regulations on Taxes
  • Regulations related to Immigration
  • Economic Indicators
  • Wealth Breakdowns

Companies Mentioned

  • Anglo Capital
  • Bank Hapoalim International Private Banking (BHI)
  • Bank Leumi Private Banking
  • Clal Finance Batucha Investment Management
  • FIBI Private Banking
  • Israel Discount Bank Private Banking (IDB)
  • Mizrahi Tefahot Bank Private Banking
  • Onyx Wealth Management
  • Stonehage

For more information visit http://www.researchandmarkets.com/research/wjs6ph/high_net_worth

Contacts:

Research and Markets
Laura Wood, Senior Manager
press@researchandmarkets.com
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Sector: Wealth Management

Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.