HNWI Asset Allocation in Israel 2016

Published: Feb, 2016 | Pages: 54 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)

Synopsis
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 2020 and a comprehensive and robust background of the local economy.


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     
                                                                                                                                                                                              
• Insights into the drivers of HNWI wealth

Reasons To Buy
• The HNWI Asset Allocation 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 report as the foundation for our research and analysis, we are able obtain an unsurpassed level ofgranularity, 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
• Equities were the largest asset class for Israeli HNWIs in 2015, accounting for 26.2% of total HNWI assets. This was followed by business interests with 25.8%, real estate with 18%, fixed-income with 13.2%, cash and deposits with 10%, and alternatives with 6.8%.

• Equities, real estate and business interests recorded highest growth during the review period, at respective rates of 43.2%, 36.8% and 20.3%.

• Alternative assets held by Israeli HNWIs decreased from 7.8% to 6.8% between 2011 and 2015. HNWI allocations to commodities decreased from 2.6% to 1.4% of total assets during this period. 

• WealthInsight expects allocations in commodities to decline over the forecast period to reach 1.3% of total HNWI assets by 2020.

• Israeli HNWI liquid assets valued US$220.6 billion as of 2015, representing 49.4% of total wealth holdings.

 Table Of Content

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 Analysis of Israeli HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels’
5.1.3 Trends of investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Israeli UHNWI Investments

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 HNWIs – Assets Allocations (%), 2011–2020
Table 3: Israeli HNWIs – Holdings Growth (%), 2011–2020
Table 4: Israeli HNWIs – Alternative Asset Composition (%), 2011–2020
Table 5: Israeli HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020
Table 6: Israeli Trends in ‘Art, Wine and Wheels’, 2011–2015
Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
Table 8: Israeli HNWIs – Foreign Investment Allocations (%), 2011–2020
Table 9: Israeli HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020
Table 10: Israeli HNWIs – Liquidity Breakdown (%), 2011–2020
Table 11: Israeli UHNWIs – Allocations and Share of HNWI Assets (%), 2015
Table 12: Israeli Exchange Rate – ILS–US$ Exchange Rate, 2011–2020
Table 13: Israeli Real GDP Growth (%), 2011–2020
Table 14: Israeli GDP per Capita (US$), 2011–2020
Table 15: Israeli Domestic Market Capitalization (US$ Billion), 2011–2015
Table 16: Israeli Commodity Indices, 2011–2020
Table 17: Israeli Foreign Direct Investment (US$ Billion), 2011–2020
Table 18: Israeli Inflation Rate (%), 2011–2020
Table 19: Israeli Money Market Rate (%), 2011–2020
Table 20: Israeli Balance of Payments (US$ Billion), 2011–2015
Table 21: Israeli Government Debt as a Percentage of GDP (%), 2011–2020
Table 22: Israeli Stock Market Performance (Index), 2011–2015
Table 23: Israeli HNWI Wealth vs GDP Ratio (%), 2011–2020
Table 24: Israel – Appendix One
Table 25: 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 HNWs – Asset Class Composition (%), 2011–2020
Figure 7: Israeli HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020
Figure 8: Israeli Trends in ‘Art, Wine and Wheels’, 2011–2015
Figure 9: Israeli HNWIs – Foreign Investment Allocation and Growth (%), 2015
Figure 10: Israeli HNWIs – Global Distribution of Foreign Investments (%), 2011–2020
Figure 11: Israeli HNWIs – Liquidity Breakdown (%), 2011–2020
Figure 12: Israeli UHNWIs – Asset Class Composition (%), 2011–2020
Figure 13: Israeli Exchange Rate – ILS–US$, 2011–2020
Figure 14: Israeli Real GDP Growth (%), 2011–2020
Figure 15: Israeli GDP per Capita (US$), 2011–2020
Figure 16: Israeli Domestic Market Capitalization (US$ Billion), 2011–2015
Figure 17: Israeli Commodity Indices, 2011–2020
Figure 18: Israeli Foreign Direct Investment (US$ Billion), 2011–2020
Figure 19: Israeli Inflation Rate (%), 2011–2020
Figure 20: Israeli Money Market Rate (%), 2011–2020
Figure 21: Israeli Balance of Payments (US$ Billion), 2011–2015
Figure 22: Israeli Government Debt as a Percentage of GDP (%), 2011–2020
Figure 23: Israeli Stock Market Performance (Index), 2011–2015
Figure 24: Israeli HNWI Wealth vs GDP Ratio (%), 2011–2020
Figure 25: Israeli HNWIs – Volume by Wealth Band, 2011–2020
Figure 26: Israeli HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020
Figure 27: Israeli HNWIs – Wealth per Capita (US$ Million), 2011–2020