Research and Markets: HNWI Asset Allocation in Israel 2014

DUBLIN--()--Research and Markets (http://www.researchandmarkets.com/research/j4gc55/hnwi_asset) has announced the addition of the "HNWI Asset Allocation in Israel 2014" report to their offering.

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.

Synopsis:

  • This report is the result of 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.

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.
  • It is expected 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.

Key Topics Covered:

1 Introduction

2 Executive Summary

3 Wealth Sector Fundamentals

4 Analysis Of Israeli HNWI Investments

5 Appendix

Companies Mentioned

  • Bank Hapoalim
  • Bank Leumi Private Banking
  • Bank of Jerusalem
  • FIBI Private Banking
  • Israel Dexia Bank
  • Israel Discount Bank Private Banking
  • Mizrahi Tefahot Bank Private Banking
  • Union Bank of Israel

For more information visit http://www.researchandmarkets.com/research/j4gc55/hnwi_asset

Contacts

Research and Markets
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Sector: Wealth Management

Contacts

Research and Markets
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Sector: Wealth Management