|
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 2019 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 2010 and the end of 2014. 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 2010 to 2014
• HNWI volume and wealth forecasts to 2019
• 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 2015 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 60,000 HNWIs from around the world.
• With the wealth report as the foundation for our research and analysis, we are able 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 2019.
Key Highlights
• In 2014, real estate was the largest asset class for Italian HNWIs, with 25.6% of total HNWI assets, followed by equities with 17.8%, fixed-income with 16.3%, cash and deposits with 15.7%, business interests with 14.3% and alternatives with 10.3%.
• Equities, business interests and alternatives recorded review-period growth of 51.0%, 22.6% and 13.6% respectively.
• Alternative assets held by Italian HNWIs decreased during the review period, from 10.4% of total HNWI assets in 2010 to 10.3% in 2014; HNWI allocations to commodities increased from 1.4% to 1.5% of total assets over this period.
• WealthInsight expects allocations in commodities to decline over the forecast period, reaching 1.4% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This will cause global commodity prices to flatten out.
• Italian HNWI liquid assets amounted to US$552.2 billion as of 2014, representing 49.8% of wealth holdings.
|
현재위치 : 
