Wealth in Israel: Sizing the Market Opportunity analyzes Israel's wealth and retail savings and investments markets, with a particular focus on the HNW segment. Analysis is based upon our 2014 Global Wealth Managers Survey, our Global Wealth Markets Analytics, and our Global Retail Investments Analytics.
Size your potential client base using our proprietary data, presenting the number of affluent individuals by liquid asset band to 2018.
Understand the drivers behind the growth of the affluent market, such as the wider macroeconomic environment and investment preferences.
Quantify HNW asset allocations into non-liquid assets such as property. Find out how much of their investible assets are held offshore.
Export the graphics from the dashboard, or if you are more at ease using Excel, export the data into your own worksheets.
Reasons To Buy
How large is the HNW market in Israel?
What is the penetration of affluent individuals in Israel?
What is the current and future mix of asset class balances in Israel?
How much of their wealth do Israeli HNW individuals invest offshore?
Which booking centers are used by HNW individuals to invest offshore?
The penetration of affluent individuals in Israel is a few percentage points below that seen in many other Western economies, but significantly higher than those observed in a typical emerging market. However, forecasted growth rates in the Israeli wealth market over the next few years are similar to those expected in more mature markets.
The Israeli retail savings and investments market recorded a strong performance in 2009, with capital outflows from mature markets benefiting the onshore market in Israel. However, the situation has changed dramatically in the years since the financial meltdown, with market growth in the lower single digits.
While the vast majority of HNW assets in Israel are held in traditional liquid investments, 11% of assets are held in alternative and property investments. Offshore investments are also sizable in the country, with 20% of HNW individuals' portfolios held overseas, particularly in Switzerland, the UK, and the US.
Single User License:
Corporate User License:
select a license
NEWSLETTER BY CATEGORY
An excellent provider. Thorough, precise and outstanding insight. They drill down to what we need and their reports are effective at integrating text with supporting graphics and charts. Their reports are a great resource to go back too. ... "General Manager SBU Manufacture, PT. KIMIA FARMA, TBK"
Coherent, high-quality, thoroughly-researched reports. We received a very quick response to all our queries which eventually expedited the entire process.... "VP Innovation, Engineered Profiles LLC"
Well structured, the insights they shared with us were very helpful and reliable. Their timely assistance make their services invaluable to us. I would highly recommend them and would definitely use them again in the future if needed... "President, VPP E-Data Services, VPP E-Data Services"
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.... "Senior Associate, Booz Allen Hamilton"
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.... ... "Mohit Mittal, Consultant, KPMG Advisory Services"