HNWI Asset Allocation in Israel 2016

HNWI Asset Allocation in Israel 2016

“• 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.”



Table of contents :

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”
“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:...

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