Wealth in Israel: HNW Customers

Wealth in Israel: HNW Customers


  • Products Id :- 231021
  • |
  • Pages: 23
  • |
  • |
  • |
  Request for Sample Report
  Request A Quote

Executive Summary

Summary

Wealth in Israel: HNW Customers is based on Verdict Financial's 2013 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target Israeli HNW individuals where applicable.

Synopsis

Understand the major sources of HNW wealth in Israel and the industries from which it has been amassed.

Interpret the investment portfolios of Israeli HNW individuals through detailed asset allocation analysis.

Evaluate product and service demand among Israeli HNW individuals, from discretionary asset management to art advisory and philanthropy services.

Analyze the best methods to capture new Israeli HNW clients and how best to maintain communication during the client relationship.

Reasons To Buy

How do Israeli HNW individuals amass their wealth?

What investments make up an average Israeli HNW investment portfolio?

Which wealth management products and services are in demand in Israel?

How often do Israeli wealth managers contact their clients through email, social media, and face-to-face meetings?

How do Israeli HNW individuals compare to their global peers?

Key Highlights

Israeli HNW individuals have amassed their wealth through a combination of earned income, entrepreneurship, and inheritance. The most prominent wealth-generating industries are technology and financial services. Expats represent a large proportion of the resident HNW population, with 53% having lived in Israel for more than five years.

The Israeli HNW portfolio invests heavily into domestic corporate and government bonds, as well as foreign equities. With the exception of commodities, local HNWs favor direct investments as opposed to investments into funds. Allocation into equities is expected to increase, while demand for bonds is expected to decrease over the next two years.

Client referrals are the most common means of attracting new clients. The telephone is the most commonly used channel, and the majority of providers have only quarterly face-to-face contact. The lack of regulation governing social media and wealth managers' belief that it is too public represent the greatest adoption barriers to usage.



Read More



Contact Us:
Ken Research
Ankur Gupta, Head Marketing & Communications

+91-9015378249

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License:
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to query [@] kenresearch.com
 

select a license

Single User License
USD 3450 INR 222008
Site License
USD 6900 INR 444015
Corporate User License
USD 10350 INR 666023

NEWSLETTER BY CATEGORY




Testimonials

The report sent to us was on the point, and its information was quite extensive, well structured, and well researched. More importantly what we valued was your response time and professionalism. As a leading global consulting firm, our clients expect high quality deliverables in short periods of time, so a reliable research partner is essential. For the price that you have charged the quality of your services were exceptional. We look forward to continue our relationship with your team on future engagements....

This is with regards to your report on India PVC pipes and fitting market outlook industry outlook to 2019. This is a very well written report and accept my compliments on the same.... ...

I am pleased to see the very useful and productive information in the report..Very well structured great presentation reflect professionalism in your research studies....

While we still are studying and analysing your reports about Vietnam & Thailand, we would like to convey to your research team that they have done a very good job in compiling so much of information together. We hope to see more of such well researched reports. All the best & keep it up. ...

We would like to appreciate Ken Research for their great efforts and wonderful support in providing the Market Intelligence Report for ITPC. The information, statistics and research are well understandable and very clear to the point. We are happy with Ken research for their good client service, on-time delivery of the report and as said the report itself. Thank you Ken research for bringing the valuable output for us. We would be looking forward to have more research with you in the near future. Wish you a success in your business!...



Ken Research Pvt. Ltd. Unit 14, Tower B3, Spaze I Tech Business Park, Sohna Road, sector 49
     Gurgaon, Haryana - 122001, India

download

Company Brochure

Engage with Us

query [@] kenresearch.com