Israel Wealth Report 2016

UHNWIs (billionaires, centimillionaires and affluent millionaires) accounted for what percentage of Israeli HNWI wealth in 2015? What percentage did the remaining wealth bands account for in that year? What is the average age of HNWIs in Israel? The largest proportions of Israeli HNWIs (29.5%) were aged 51–60 and 61–70 in 2015 respectively.

HNWIs with ‘Chief Executive Officer’ in their job title accounted for 10.4% of the Israeli HNWI population in 2015, while those with ‘Managing Partner’ and ‘Chairman’ accounted for 9.6% and 6% respectively. Globally, HNWIs with ‘Chairman’ in their title tend to be older than those with other job titles, while HNWIs in the president category tend to be even older. These individuals generally have large ownership stakes, and their wealth is therefore linked to company performance rather than salary. The highest growth in volumes during the review period was among those in the ‘Chief Executive Officer’ position, at a rate of 11.5%, while the number of HNWIs with ‘Chairman’ in their title grew by 10.8%.

What industry sectors were the primary sources of wealth accounting for 37.5% of local HNWIs in 2015? What sectors came in second place with 29.3% in the same year? Other sectors include Healthcare with 8.7%, media with 4.4%, and energy and utilities with 2.9%.

Scope

• Analysis of HNWI volume, wealth and allocation trends from 2011 to 2015

• HNWI volume, wealth and allocation forecasts to 2020

• An examination of HNWI and UHNWI asset allocations across 13 asset classes

• A geographical breakdown of all foreign assets

• An alternative breakdown of liquid versus investable assets

• Data on the number of UHNWIs in major Israeli cities

• An overview of the size of Israel's wealth management industry

• Information on the largest private banks

• Detailed wealth management and family office information

• Insights into the key drivers of HNWI wealth in Israel

• An independent market sizing of Israel’s HNWIs across five wealth bands

Key Highlights

How many HNWIs were there in Israel in 2015? How much wealth in US$ billion is held in total by Israeli HNWIs?

By what percentage did the Israeli HNWI population rise in 2015? How does this compare to the previous year’s figure?

What is the forecast growth in Israeli HNWI numbers in the report? What is the total number forecast to reach by 2020?

What is the projected rise in HNWI wealth by 2020? What is the total wealth in US$ billion that they are expected to hold?

Reasons to buy

• Evaluate the competitive landscape in the Israeli wealth management industry; identify new opportunities to drive your revenue growth and deliver the best return on your investment

• Investigate a comprehensive analysis of the private banking and wealth management sector in Israel; make more informed business decisions based on the most current market information

• Gain an deeper understanding of local variations in the Israeli wealth management market; ensure you are best placed to maintain your competitive advantage

• Analyze the asset allocations of HNWIs and ultra-HNWIs, including projections of their volume, wealth and asset allocations to 2020. Identify those segments predicted to grow substantially over the forecast period and ensure your value propositions are aligned accordingly

Companies mentioned

Credit Suisse, JP Morgan, Citibank, Bank Leumi Private Banking, Israel Discount Bank Private Banking, Bank Hapaolim International, Onyx Wealth Management, Anglo Capital Limited (ACL), Clarity Capital KCPS, Sharon Hanam & Co., and Fidelis.

Table of Contents

Table of Contents

1 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 Findings from the WealthInsight HNWI Database

5.1 Trends in HNWI Wealth to 2020

5.1.1 HNWI trend analysis

5.1.2 Wealth band trends

5.1.3 Demographic breakdown of HNWIs

5.1.4 HNWIs – job titles

5.1.5 HNWIs – industry breakdown

5.1.6 HNWIs – industry performance

5.1.7 HNWIs – breakdown by city

5.1.8 HNWIs – city performance

5.1.9 HNWIs – city population densities

5.1.10 HNWIs – city forecasts

5.2 UHNWIs

5.2.1 UHNWI volume trend analysis

5.2.2 UHNWI wealth trend analysis

5.2.3 Demographic breakdown of UHNWIs

5.2.4 UHNWIs – industry breakdown

5.2.5 UHNWIs – city breakdown and performance

5.3 UHNWIs – Billionaires

5.3.1 Billionaire volume trend analysis

5.3.2 Billionaire wealth trend analysis

5.3.3 Billionaire per capita net worth trend analysis

5.3.4 List of billionaires

5.4 UHNWIs – Centimillionaires

5.4.1 Centimillionaire volume trend analysis

5.4.2 Centimillionaire wealth trend analysis

5.4.3 Centimillionaire per capita net worth trend analysis

5.5 UHNWIs – Affluent Millionaires

5.5.1 Affluent millionaire volume trend analysis

5.5.2 Affluent millionaire wealth trend analysis

5.5.3 Affluent millionaire per capita net worth trend analysis

5.6 Core HNWIs

5.6.1 Core HNWI volume trend analysis

5.7 Core HNWIs – Mid-Tier Millionaires

5.7.1 Mid-tier millionaire volume trend analysis

5.7.2 Mid-tier millionaire wealth trend analysis

5.7.3 Mid-tier millionaire per capita net worth trend analysis

5.8 Core HNWIs – Lower-Tier Millionaires

5.8.1 Lower-tier millionaire volume trend analysis

5.8.2 Lower-tier millionaire wealth trend analysis

5.8.3 Lower-tier millionaire per capita net worth trend analysis

6 Analysis of Israeli HNWI Investments

6.1 Analysis by Asset Class

6.1.1 Trends in alternative assets

6.1.2 Trends in ‘art, wine and wheels’

6.1.3 Trends of investment in real estate

6.1.4 Trends of investment in cash and deposits

6.1.5 Trends of investment in fixed-income

6.1.6 Investment trends in equity

6.1.7 Investments trends in business interests

6.2 Analysis of Foreign Investments

6.2.1 Investments in Europe

6.2.2 Investments in North America (including the US, Mexico and the Caribbean)

6.2.3 Investments in Asia-Pacific

6.2.4 Investments in South America

6.2.5 Investments in the Middle East

6.2.6 Investments in Africa

6.3 Alternative Breakdown: Liquid vs Investable Assets

6.4 Analysis of Israeli UHNWI Investments

7 Competitive Landscape

7.1 Domestic private banks

7.2 Foreign Private Banks

7.3 Wealth managers

7.4 Family offices

8 Key Drivers

8.1 ILS–US$ Exchange Rate

8.2 Real GDP Growth

8.3 Per Capita GDP

8.4 Domestic Market Capitalization

8.5 Commodity Index

8.6 Foreign Direct Investment (FDI) – Inflows and Outflows

8.7 Inflation Rate

8.8 Interest Rate

8.9 Balance of Payments

8.10 Government Debt

8.11 Stock Market Performance

8.12 Wealth Breakdowns

9 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions

Table 2: Israeli HNWIs – Volume Distribution (%), 2015

Table 3: Israeli HNWIs – Wealth Distribution Wealth Pyramid (%), 2015

Table 4: Israeli HNWIs – Industry Performance (%), 2011–2015

Table 5: Israeli HNWIs – Cities, 2015

Table 6: Israeli HNWIs – Growth in Top Cities (Thousand), 2011–2015

Table 7: Israeli HNWIs – Population Density in Major Cities 2015

Table 8: Israeli HNWIs – Populations in Top Cities (Thousand), 2011–2020

Table 9: Israeli HNWIs – Growth Rates for Top Cities (%), 2011–2020

Table 10: Israeli HNWIs – Sources of Wealth (%), 2015

Table 11: Israeli UHNWIs – Gender Performance (%), 2011–2015

Table 12: Israeli UHNWIs – Populations in Top Cities, 2011–2020

Table 13: Israeli UHNWIs – Growth Rates for Top Cities (%), 2011–2020

Table 14: Israeli Billionaires – Market Overview (Volume and US$ Billions) 2011–2020

Table 15: Israeli Top Billionaires (US$ Billion), 2015

Table 16: Israeli Billionaires – Wealth Growth (US$ Billion), 2011−2015

Table 17: Israeli Centimillionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Table 18: Israeli Affluent Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Table 19: Israeli Mid-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Table 20: Israeli Lower-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Table 21: Israeli HNWIs – Assets Allocations (%), 2011–2020

Table 22: Israeli HNWIs – Holdings Growth (%), 2011–2020

Table 23: Israeli HNWIs – Alternative Asset Composition (%), 2011–2020

Table 24: Israeli HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020

Table 25: Israeli Trends in ‘Art, Wine and Wheels’, 2011–2015

Table 26: Global Prime Real Estate Prices per m2 (US$), 2015

Table 27: Israeli HNWIs – Foreign Investment Allocations (%), 2011–2020

Table 28: Israeli HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020

Table 29: Israeli HNWIs – Liquidity Breakdown (%), 2011–2020

Table 30: Israeli UHNWIs – Allocations and Share of HNWI Assets (%), 2015

Table 31: Israeli Exchange Rate – ILS–US$ Exchange Rate, 2011–2020

Table 32: Israeli Real GDP Growth (%), 2011–2020

Table 33: Israeli GDP per Capita (US$), 2011–2020

Table 34: Israeli Domestic Market Capitalization (US$ Billion), 2011–2015

Table 35: Israeli Commodity Indices, 2011–2020

Table 36: Israeli Foreign Direct Investment (US$ Billion), 2011–2020

Table 37: Israeli Inflation Rate (%), 2011–2020

Table 38: Israeli Money Market Rate (%), 2011–2020

Table 39: Israeli Balance of Payments (US$ Billion), 2011–2015

Table 40: Israeli Government Debt as a Percentage of GDP (%), 2011–2020

Table 41: Israeli Stock Market Performance (Index), 2011–2015

Table 42: Israeli HNWI Wealth vs GDP Ratio (%), 2011–2020

Table 43: Israel – Appendix One

Table 44: Israel – Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions

Figure 2: Map of Israel

Figure 3: Israeli Asset Price Performance (%), 2011–2015

Figure 4: Israeli HNWI Performance (US$ Billion and HNWI Volume), 2011–2020

Figure 5: Israeli vs Global HNWIs (%), 2011–2015

Figure 6: Israeli HNWIs – Growth Factor Correlation, 2011–2015

Figure 7: Israeli HNWIs – Wealth Pyramid (Volume Distribution), 2015

Figure 8: Israeli HNWIs – Wealth Pyramid (Wealth Distribution), 2015

Figure 9: Israeli HNWIs – Age Distribution (%), 2015

Figure 10: Israeli HNWIs – Job Titles (%), 2011–2015

Figure 11: Israeli HNWIs – Distribution by Industry (%), 2015

Figure 12: Israeli HNWIs – City Performance (%), 2011–2015

Figure 13: Israeli HNWIs – Volume of HNWIs by City (Thousand), 2011–2015

Figure 14: Israeli HNWIs – City Forecasts (%), 2016–2020

Figure 15: Israeli HNWIs – Population by City (Thousand), 2016–2020

Figure 16: Israeli UHNWIs – Wealth Share vs Volume Growth (%), 2011–2015

Figure 17: Israeli UHNWIs – Volume by Wealth Band 2011–2020

Figure 18: Israeli UHNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020

Figure 19: Israeli UHNWIs – Age Distribution (Percentage Share), 2015

Figure 20: Israeli UHNWIs – Distribution by Industry (%), 2015

Figure 21: Israeli Billionaires – Market Overview (Volume and US$ Billion), 2011–2020

Figure 22: Israeli Centimillionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Figure 23: Israeli Affluent Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Figure 24: Israeli Mid-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Figure 25: Israeli Lower-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020

Figure 26: Israeli HNWs – Asset Class Composition (%), 2011–2020

Figure 27: Israeli HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020

Figure 28: Israeli Trends in ‘Art, Wine and Wheels’, 2011–2015

Figure 29: Israeli HNWIs – Foreign Investment Allocation and Growth (%), 2015

Figure 30: Israeli HNWIs – Global Distribution of Foreign Investments (%), 2011–2020

Figure 31: Israeli HNWIs – Liquidity Breakdown (%), 2011–2020

Figure 32: Israeli UHNWIs – Asset Class Composition (%), 2011–2020

Figure 33: Israeli Exchange Rate – ILS–US$, 2011–2020

Figure 34: Israeli Real GDP Growth (%), 2011–2020

Figure 35: Israeli GDP per Capita (US$), 2011–2020

Figure 36: Israeli Domestic Market Capitalization (US$ Billion), 2011–2015

Figure 37: Israeli Commodity Indices, 2011–2020

Figure 38: Israeli Foreign Direct Investment (US$ Billion), 2011–2020

Figure 39: Israeli Inflation Rate (%), 2011–2020

Figure 40: Israeli Money Market Rate (%), 2011–2020

Figure 41: Israeli Balance of Payments (US$ Billion), 2011–2015

Figure 42: Israeli Government Debt as a Percentage of GDP (%), 2011–2020

Figure 43: Israeli Stock Market Performance (Index), 2011–2015

Figure 44: Israeli HNWI Wealth vs GDP Ratio (%), 2011–2020

Figure 45: Israeli HNWIs – Volume by Wealth Band, 2011–2020

Figure 46: Israeli HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020

Figure 47: Israeli HNWIs – Wealth per Capita (US$ Million), 2011–2020

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