HNWI Asset Allocation in Israel2014


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WealthInsight

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HNWI Asset Allocation in Israel 2014

Synopsis

This report is the result of WealthInsights 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 2008 (the peak before the global financial crisis) and the end of 2013. 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 Israel HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Israel HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope

Independent market sizing of Israel HNWIs across five wealth bands
HNWI volume and wealth trends from 2009 to 2013
HNWI volume and wealth forecasts to 2018
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 2014 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 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 2018.

Key Highlights

Equities were the largest asset class for Israeli HNWIs in 2013, with 26.2% of total HNWI assets. It was followed by business interests with 25.8%, real estate with 18.0%, fixed-income with 13.2%, cash with 10.0% and alternatives with 6.8%.
Real estate, business interests and alternatives recorded respective growth rates of 82.4%, 47.7% and 47.1%during the review period.
Alternative assets held by Israeli HNWIs increased during the review period from 6.7% of total HNWI assets in 2009 to 6.8% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.5% in 2013.
WealthInsight expects allocations in commodities to decline over the forecast period, going back to 1.1% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials. This is expected to cause global commodity prices to flatten out.
Israeli HNWI liquid assets amounted to US$208 billion as of 2013, representing 49.4% of wealth holdings.