Challenges and Opportunities for the Wealth Sector in Italy 2013




$ 1995

In Stock


  • This report is the result of WealthInsights 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.


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


  • 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 
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2008-2012)
  • Insights into the drivers of HNWI wealth

Reasons 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, real estate was the largest asset class for HNWIs in Italy with 25.7% of total HNWI assets, followed by equities with 18.2%, fixed-income with 17.3%, cash with 16.9%, business interests with 11.1%, and alternatives with 10.7%.
  • Alternatives, equities and fixed-income products recorded the strongest growth during the review period. 
  • Alternative assets held by Italian HNWIs increased during the review period, from 8.4% of total HNWI assets in 2008 to 10.7% in 2012; HNWI allocations to commodities increased from 2.1% of total assets in 2008 to 2.7% in 2012. 
  • Over the forecast period, WealthInsight expects allocations in commodities to decline to 2.0% of total HNWI assets by 2017, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out.
  • As of 2012, Italian HNWI liquid assets amounted to US$297 billion, representing 26.7% of wealth holdings.