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HNWI Asset Allocation in Italy 2016

HNWI Asset Allocation in Italy 2016

Synopsis

This report provides the latest asset allocations of Italy HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Italy HNWIs to 2020 and a comprehensive and robust background of the local economy.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Italy.
  • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of Italy HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2011 to 2015
  • HNWI volume and wealth forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation in Italy 2016 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 125,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able to 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 2020.
Key Highlights
  • Real estate was the largest asset class for Italian HNWIs in 2015, with 23.4% of total HNWI assets, followed by equities with 19.2%, fixed income with 16.4%, cash and deposits with 15.7%, business interests with 14.9% and alternatives with 10.5%.
  • Equities recorded the highest growth during the review period at a rate of 51.3%, followed by alternatives and business interests at respective rates of 22.8% and 20.0%.
  • Alternative assets held by Italian HNWIs increased from 9.3% to 10.5% between 2011 and 2015. HNWI allocations to commodities decreased from 2.4% to 1.6% of total assets during this period.
  • WealthInsight expects allocations in commodities to remain same over the forecast period, at 1.6% of total HNWI assets by 2020.
  • Italian HNWI liquid assets valued US$529.6 billion as of 2015, representing 51.2% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Italy Key Facts
  • Distribution of Wealth in Italy
    • HNWI Volume and Wealth Trends
  • Analysis of Italian HNWI Investments
    • Analysis by Asset Class
      • Table Italian HNWIs - Asset Allocations (%), 2011-2020
      • Table Italian HNWIs - Holdings Growth (%), 2011-2020
      • Trends in alternative assets
        • Table Italian HNWIs - Alternative Asset Composition (%), 2011-2020
        • Table Italian HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
      • Trends in `art, wine and wheels'
        • Table Italian Trends in `Art, Wine and Wheels', 2011-2015
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2015
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Trends of investment in equities
      • Trends of investments in business interests
    • Analysis of Foreign Investments
      • Table Italian HNWIs - Foreign Investment Allocations (%), 2011-2020
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Italian HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
      • Table Italian HNWIs - Liquidity Breakdown (%), 2011-2020
    • Analysis of Italian UHNWI Investments
      • Table Italian UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Key Drivers
    • EUR-US$ Exchange Rate
      • Table Italian Exchange Rate - EUR-US$ Exchange Rate, 2011-2020
    • Real GDP Growth
      • Table Italian Real GDP Growth (%), 2011-2020
    • Per Capita GDP
      • Table Italian GDP per Capita (US$), 2011-2020
    • Domestic Market Capitalization
      • Table Italian Domestic Market Capitalization (US$ Billion), 2011-2015
    • Commodity Index
      • Table Italian Commodity Indices, 2011-2020
    • Foreign Direct Investment (FDI) - Inflows and Outflows
      • Table Italian Foreign Direct Investment (US$ Billion), 2011-2020
    • Inflation Rate
      • Table Italian Inflation Rate (%), 2011-2020
    • Interest Rates
      • Table Italian Money Market Rates (%), 2011-2020
    • Balance of Payments
      • Table Italian Balance of Payments (US$ Billion), 2011-2015
    • Government Debt
      • Table Italian Government Debt as a Percentage of GDP (%), 2011-2020
    • Stock Market Performance
      • Table Italian Stock Market Performance (Index), 2011-2015
    • Wealth Breakdowns
      • Table Italian HNWI Wealth vs GDP Ratio (%), 2011-2020
      • Table Italy - Appendix One
      • Table Italy - Appendix Two
  • About WealthInsight

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