Challenges and Opportunities for the Wealth Sector in Israel 2016

Published: Feb, 2016 | Pages: 42 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)

Synopsis
This report is a thorough analysis of Israel Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Summary
• 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 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope
• Independent market sizing of Israel HNWIs across five wealth bands

• HNWI volume and wealth trends from 2011 to 2015

• HNWI volume and wealth forecasts to 2020

• 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 (2011-2015)

• Insights into the drivers of HNWI wealth

Reasons To Buy
• The Challenges and Opportunities for the Wealth Sector in Israel 2016 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 2020.

Key Highlights
• Israeli HNWIs held 24.6% (US$109.8 billion) of their wealth outside their home country in 2015.

• Foreign asset holdings are expected to increase to US$137.2 billion by 2020, accounting for 23.7% of the country’s total HNWI assets.

• North America accounted for 37.7% of Israeli HNWIs’ foreign assets in 2015. This was followed by Asia-Pacific with 30.6%, Europe with 15.4%, Latin America with 13.4%, Middle East with 1.8% and the Africa with 1.1%.

• Israeli HNWI allocations to Asia-Pacific increased rapidly compared with other regions during the review period, rising from 10.7% in 2011 to 30.6% in 2015.

• WealthInsight expects HNWIs to increase their level of investment in Asia-Pacific over the forecast period, to reach 44.8% of foreign HNWI assets by 2020.

 Table Of Content

1 Introduction
1 Introduction
1.1 Details of this Report
1.2 Definitions

2 Executive Summary

3 Israel Key Facts

4 Distribution of Wealth in Israel
4.1 HNWI Volume and Wealth Trends

5 Competitive Landscape
5.1 Domestic private banks
5.2 Foreign Private Banks
5.3 Wealth managers
5.4 Family offices

6 Key Drivers
6.1 ILS–US$ Exchange Rate
6.2 Real GDP Growth
6.3 Per Capita GDP
6.4 Domestic Market Capitalization
6.5 Commodity Index
6.6 Foreign Direct Investment (FDI) – Inflows and Outflows
6.7 Inflation Rate
6.8 Interest Rate
6.9 Balance of Payments
6.1 Government Debt
6.11 Stock Market Performance
6.12 Wealth Breakdowns

7 About WealthInsight

List Of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Israeli Exchange Rate – ILS–US$ Exchange Rate, 2011–2020
Table 3: Israeli Real GDP Growth (%), 2011–2020
Table 4: Israeli GDP per Capita (US$), 2011–2020
Table 5: Israeli Domestic Market Capitalization (US$ Billion), 2011–2015
Table 6: Israeli Commodity Indices, 2011–2020
Table 7: Israeli Foreign Direct Investment (US$ Billion), 2011–2020
Table 8: Israeli Inflation Rate (%), 2011–2020
Table 9: Israeli Money Market Rate (%), 2011–2020
Table 10: Israeli Balance of Payments (US$ Billion), 2011–2015
Table 11: Israeli Government Debt as a Percentage of GDP (%), 2011–2020
Table 12: Israeli Stock Market Performance (Index), 2011–2015
Table 13: Israeli HNWI Wealth vs GDP Ratio (%), 2011–2020
Table 14: Israel – Appendix One
Table 15: Israel – Appendix Two

List Of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Israel
Figure 3: Israeli Asset Price Performance (%), 2011–2015
Figure 4: Israeli HNWI Performance (US$ Billion and HNWI Volume), 2011–2020
Figure 5: Israeli vs Global HNWIs (%), 2011–2015
Figure 6: Israeli Exchange Rate – ILS–US$, 2011–2020
Figure 7: Israeli Real GDP Growth (%), 2011–2020
Figure 8: Israeli GDP per Capita (US$), 2011–2020
Figure 9: Israeli Domestic Market Capitalization (US$ Billion), 2011–2015
Figure 10: Israeli Commodity Indices, 2011–2020
Figure 11: Israeli Foreign Direct Investment (US$ Billion), 2011–2020
Figure 12: Israeli Inflation Rate (%), 2011–2020
Figure 13: Israeli Money Market Rate (%), 2011–2020
Figure 14: Israeli Balance of Payments (US$ Billion), 2011–2015
Figure 15: Israeli Government Debt as a Percentage of GDP (%), 2011–2020
Figure 16: Israeli Stock Market Performance (Index), 2011–2015
Figure 17: Israeli HNWI Wealth vs GDP Ratio (%), 2011–2020
Figure 18: Israeli HNWIs – Volume by Wealth Band, 2011–2020
Figure 19: Israeli HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020
Figure 20: Israeli HNWIs – Wealth per Capita (US$ Million), 2011–2020