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MARKET REPORT DETAIL

Israel 2013 Wealth Book: Trends in Millionaire Wealth

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Published Date: May, 2013
Format: PDF
No of Pages: 104
 
 
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  • Abstract
  • Table of Contents

Synopsis

- 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 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

Summary

There are 74,700 HNWIs and over 1,400 UHNWIs in Israel in 2012. This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Israel, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

- Independent market sizing of Israeli HNWIs across five wealth bands
- HNWI volume, wealth and allocation trends from 2007 to 2012
- HNWI volume, wealth and allocation forecasts to 2017
- HNWI and UHNWI asset allocations across 13 asset classes
- Geographical breakdown of all foreign assets
- Alternative breakdown of liquid vs. investable assets
- Number of UHNWIs in major cities
- Number of wealth managers in each city
- City wise ratings of wealth management saturation and potential
- Details of the development, challenges and opportunities of the wealth management and private banking sector in Israel
- Size of the Israeli wealth management industry
- Largest domestic private banks by AuM
- Detailed wealth management and family office information
- 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
- The report also provides detailed information on UHNWIs in each major city

Key Highlights

- There were just over 74,700 HNWIs in Israel in 2012. These HNWIs hold US$362 billion in wealth which equates to 63% of total individual wealth held in the country.
- Israeli HNWIs outperformed the worldwide HNWI average during the review period – worldwide HNWI volumes decreased by 0.3% whilst Israeli HNWI numbers rose by 13.2%.
- At the end of 2012, Israeli HNWIs held 26% (US$94 billion) of their wealth outside their home country, which is in line with the worldwide norm of between 20% and 30%.
- There are 1,437 UHNWIs in Israel, with an average wealth of US$109 million per person. Of this total, there are 17 billionaires, 197 centimillionaires and 1,223 affluent millionaires as of year-end 2012.
- Tel Aviv is the largest city for Israeli millionaires, accounting for 35% of total UHNWIs with just over 500 individuals. There are also sizable HNWI populations in Herzliya (286 UHNWIs) and Jerusalem (210 UHNWIs).

Table of Contents

1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Israel Wealth in Context
3.3.1 World statistics
3.3.2 Distribution of wealth in Israel
3.4 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWI
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs – industry breakdown
4.2.5 UHNWIs – breakdown by city
4.2.6 UHNWIs – city population densities
4.2.7 UHNWIs – smaller cities
4.3 UHNWIs – Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs – Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs – Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs – Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs – Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis
5 Analysis of Israeli HNWI investments
5.1 Analysis by Asset Classes
5.1.1 Trends in alternative assets
5.1.2 Trends in “art, wine and wheels”
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed income
5.1.6 Trends of investments in equity
5.1.7 Trends of investments in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe (including the UK)
5.2.2 Investments in North America (including the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in Latin America
5.2.5 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Israeli UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive landscape
6.1.1 Private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Saturation by city
6.1.5 Financial advisors
6.2 Wealth Management Industry – Clientele Model and Maturity
6.3 Behavioral Mapping of Wealth Management and Private Banking Industry in Israel
6.4 Pension fund industry
7 Appendix
7.1 Regulations on Taxes
7.2 Regulations related to Immigration
7.3 Economic Indicators
7.3.1 NIS to US$ exchange rate
7.3.2 Real GDP growth
7.3.3 Per capita GDP
7.3.4 Domestic market capitalization
7.3.5 Commodity index
7.3.6 Foreign direct investment
7.3.7 Inflation rate
7.3.8 Interest rate
7.3.9 Balance of payments
7.3.10 Stock market performance
7.4 Wealth Breakdowns
8 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: ISRAEL: Regions in Israel, 2012
Table 3: ISRAEL: Largest cities in Israel, 2012
Table 4: ISRAEL: HNWIs – Volume Distribution Wealth Pyramid, 2012
Table 5: ISRAEL: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2012
Table 6: ISRAEL: UHNWI – Gender, 2012
Table 7: ISRAEL: UHNWI – Source of Wealth (%), 2012
Table 8: ISRAEL: UHNWIs – Major Cities, 2012
Table 9: ISRAEL: UHNWIs – Population Density in Major Cities, 2012
Table 10: ISRAEL: UHNWIs – Smaller Cities, 2012
Table 11: ISRAEL: Billionaires – Market Overview (US$ Billions) 2007–2017
Table 12: ISRAEL: Top 10 Billionaires (US$ Billions), 2012
Table 13: ISRAEL: Centimillionaires – Market Overview, 2007–2017
Table 14: ISRAEL: Affluent Millionaires – Market Overview, 2007–2017
Table 15: ISRAEL: Mid-Tier Millionaires – Market Overview, 2007–2017
Table 16: ISRAEL: Lower-Tier Millionaires – Market Overview, 2007–2017
Table 17: ISRAEL: Allocations of HNWI Assets, 2007−2017
Table 18: ISRAEL: HNWIs − Holdings Growth (%), 2007–2017
Table 19: ISRAEL: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2017
Table 20: ISRAEL: HNWIs – Alternative Asset Composition (%), 2007–2017
Table 21: ISRAEL: Trends in “Art, Wine and Wheels”, 2007–2012
Table 22: ISRAEL: Real Estate Prices in Major Cities, US$ average price, 2012
Table 23: ISRAEL: Prime residential real estate prices, US$ per square meter, 2012
Table 24: GLOBAL: Prime residential real estate prices, US$ per square meter, 2012
Table 25: GLOBAL: Prime International Cities Performance, US$ terms, 2007–2012
Table 26: ISRAEL: HNWIs – Percentages of Foreign Investment Allocation, 2007–2017
Table 27: ISRAEL: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2017
Table 28: ISRAEL: HNWIs – Liquidity Breakdown (%), 2007–2017
Table 29: ISRAEL: UHNWIs – Allocations and Share of HNWI Assets, 2012
Table 30: ISRAEL: Major Local Private Banks, 2012
Table 31: ISRAEL: Foreign Private Banks with Offices in Israel, 2012
Table 32: ISRAEL: Wealth Managers, 2012
Table 33: ISRAEL: Family Offices, 2012
Table 34: ISRAEL: Wealth Managers per Major City, 2012
Table 35: ISRAEL: Emerging Cities for Wealth Management, 2012
Table 36: ISRAEL: Wealth Advisors by City, 2012
Table 37: ISRAEL: Income Tax Structure for Individuals in Israel, 2012
Table 38: ISRAEL: Income Tax Structure for Individuals in Israel, 2013
Table 39: ISRAEL: NIS to US$ Exchange Rate, 2007–2017
Table 40: ISRAEL: Real GDP Growth, 2007–2017
Table 41: ISRAEL: GDP Per Capita, 2007–2017
Table 42: ISRAEL: Domestic Market Capitalization (US$ Billions) 2007–2011
Table 43: ISRAEL: Commodity Indices, 2007–2017
Table 44: ISRAEL: Foreign Direct Investments (US$ Billions) 2007–2017
Table 45: ISRAEL: Inflation Rate, 2007–2017
Table 46: ISRAEL: Benchmark Interest Rate, 2007–2017
Table 47: ISRAEL: Balance of Payments (US$ Billions) 2007-2012
Table 48: ISRAEL: Stock Market Performance, 2007–2012
Table 49: ISRAEL: HNWI Wealth vs GDP Ratio, 2007–2017
Table 50: ISRAEL: Appendix One
Table 51: ISRAEL: Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: ISRAEL: Map
Figure 3: ISRAEL: Asset Price Performance, 2007–2012
Figure 4: ISRAEL: HNWI Performance, 2007–2017
Figure 5: ISRAEL: Israeli HNWIs vs the World
Figure 6: ISRAEL: HNWIs – Growth Factor Correlation, 2007–2012
Figure 7: ISRAEL: HNWIs – Volume Distribution Wealth Pyramid, 2012
Figure 8: ISRAEL: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2012
Figure 9: ISRAEL: HNWIs – Age Distribution, 2012
Figure 10: ISRAEL: UHNWIs – Wealth Share vs Volume Growth, 2007–2012
Figure 11: ISRAEL: UHNWIs – Volume by Wealth Band, 2007–2017
Figure 12: ISRAEL: UHNWIs – Wealth by Wealth Band (US$ Billion), 2007–2017
Figure 13: ISRAEL: UHNWIs – Age Distribution (% Share), 2012
Figure 14: ISRAEL: UHNWIs – Distribution by Industry, 2012
Figure 15: ISRAEL: Billionaires – Market Overview, 2007–2017
Figure 16: ISRAEL: Centimillionaires – Market Overview, 2007–2017
Figure 17: ISRAEL: Affluent Millionaires – Market Overview, 2007–2017
Figure 18: ISRAEL: Mid-Tier Millionaires – Market Overview, 2007–2017
Figure 19: ISRAEL: Lower-Tier Millionaires – Market Overview, 2007–2017
Figure 20: ISRAEL: HNWIs – Asset Class Composition, 2007–2017
Figure 21: ISRAEL: HNWIs – Trends in Alternative Assets (in US$ Billion), 2007–2017
Figure 22: ISRAEL: HNWIs – Trends in “Art, Wine and Wheels”, 2007–2012
Figure 23: ISRAEL: HNWIs – Foreign Investment Allocation and Growth (%), 2012–2017
Figure 24: ISRAEL: HNWIs – Global Distribution of Foreign Investments, 2007–2017
Figure 25: ISRAEL: HNWIs – Liquidity Breakdown (%), 2007-2017
Figure 26: ISRAEL: UHNWIs – Asset Class Composition, 2007–2017
Figure 27: ISRAEL: Wealth Management Industry – Maturity Level of Players
Figure 28: ISRAEL: Wealth Management Industry – Behavioral Mapping, 2012
Figure 29: ISRAEL: NIS to US$ Exchange Rate, 2007–2017
Figure 30: ISRAEL: Real GDP Growth (%), 2007–2017
Figure 31: ISRAEL: GDP Per Capita, 2007–2017
Figure 32: ISRAEL: Domestic Market Capitalization (US$ Billion) 2007–2011
Figure 33: ISRAEL: Commodity Indices, 2007–2017
Figure 34: ISRAEL: Foreign Direct Investments (US$ Billion) 2007–2017
Figure 35: ISRAEL: Inflation Rate, 2007–2017
Figure 36: ISRAEL: Benchmark Interest Rate, 2007-2017
Figure 37: ISRAEL: Balance of Payments (US$ Billion) 2007-2012
Figure 38: ISRAEL: Stock Market Performance, 2007–2012
Figure 39: ISRAEL: HNWI Wealth vs GDP Ratio, 2007–2017
Figure 40: ISRAEL: HNWIs – Volume by Wealth Band, 2007–2017
Figure 41: ISRAEL: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2017
Figure 42: ISRAEL: HNWIs – Wealth per Capita (in US$ Billion), 2007–2017

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