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Italy Wealth Report 2016

Italy Wealth Report 2016

Synopsis

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Italy.

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Italy. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of the Italian HNWIs for five wealth bands
  • HNWI volume, wealth and allocation trends from 2011 to 2015
  • HNWI volume, wealth and allocation forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Details of the development, challenges and opportunities related to the wealth management and private banking sector in Italy
  • The size of Italian wealth management industry
  • Information on private banks
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • Italy Wealth Report 2016 is an unparalleled resource, and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data, created based on over 125,000 HNWIs from around the world in WealthInsight's database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is 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 it covers.
  • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2020, and a comprehensive background of the local economy.
  • The report provides an overview of the private banking and wealth management sector.
Key Highlights
  • There were 257,379 HNWIs in Italy in 2015, who collectively held US$1.0 trillion in wealth.
  • The Italian HNWI population decreased by 2.2% in 2015, following a 0.8% increase in 2014.
  • The Italian HNWI population is forecast to grow by 11.2%, to reach 285,587 in 2020, while HNWI wealth is projected to grow by 18.3% to reach US$1.2 trillion.


  • 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
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2020
      • HNWI trend analysis
      • Wealth band trends
        • Table Italian HNWIs - Volume Distribution (%), 2015
        • Table Italian HNWIs - Wealth Distribution Wealth Pyramid (%), 2015
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Italian HNWIs - Industry Performance (%), 2011-2015
      • HNWIs - breakdown by city
        • Table Italian HNWIs - Cities, 2015
      • HNWIs - city performance
        • Table Italian HNWIs - Growth in Top Cities (Thousand), 2011-2015
      • HNWIs - city population densities
        • Table Italian HNWIs - Population Density in Major Cities 2015
      • HNWIs - city forecasts
        • Table Italian HNWIs - Populations in Top Cities (Thousand), 2011-2020
        • Table Italian HNWIs - Growth Rates for Top Cities (%), 2011-2020
        • Table Italian HNWIs - Sources of Wealth (%), 2015
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Italian UHNWIs - Gender Performance (%), 2011-2015
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Italian UHNWIs - Populations in Top Cities, 2011-2020
        • Table Italian UHNWIs - Growth Rates for Top Cities (%), 2011-2020
    • UHNWIs - Billionaires
      • Table Italian Billionaires - Market Overview (Volume and US$ Billions), 2011-2020
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Italian Top Billionaires (US$ Billion), 2015
        • Table Italian Billionaires - Wealth Growth (US$ Billion), 2011-2015
    • UHNWIs - Centimillionaires
      • Table Italian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table Italian Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • Core HNWIs - Mid-Tier Millionaires
      • Table Italian Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Mid-tier millionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table Italian Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • 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
  • Competitive Landscape
    • Domestic Private Banks
    • Foreign Private Banks
    • Wealth Managers
    • Family Offices
  • 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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