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Italy 2013 Wealth Book - Product Image

Italy 2013 Wealth Book

  • ID: 2720473
  • December 2013
  • Region: Italy
  • 128 Pages
  • WealthInsight Ltd

FEATURED COMPANIES

  • Banca Euromobiliare
  • Banca Fideuram SpA
  • Banca Generali
  • Ersel Private Bank
  • MPS Private Banking
  • UBI Private Banking
  • MORE

This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Italy. It reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Italy. Also included is an evaluation of the local wealth management market.

Scope

- HNWI volume, wealth and allocation trends from 2008 to 2012
- HNWI volume, wealth and allocation forecasts to 2017
- HNWI and UHNWI asset allocations across 13 asset classes
- Geographical breakdown of all foreign assets
- Alternative breakdown of liquid vs investable assets
- Number of UHNWIs in major cities
- Number of wealth managers in each city
- Size of the Italy wealth management industry
- Largest domestic private banks by AuM
- Detailed wealth management and family office information
- Insights into the drivers of HNWI wealth
- City wise ratings of wealth management saturation and potential
- Independent market sizing of Italian HNWIs across five wealth bands
- Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Italy

Reasons To Buy

- The Intelligence READ MORE >

FEATURED COMPANIES

  • Banca Euromobiliare
  • Banca Fideuram SpA
  • Banca Generali
  • Ersel Private Bank
  • MPS Private Banking
  • UBI Private Banking
  • MORE

1 Introduction
1.1 Details of this Report
1.2 Definitions

2 Executive Summary

3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking Italy's Wealth in Context
3.4.1 Distribution of wealth in Italy
3.5 HNWI Volume and Wealth Trends

4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs – job titles
4.1.5 HNWIs – industry breakdown
4.1.6 HNWIs – industry performance
4.1.7 HNWIs – breakdown by city
4.1.8 HNWIs – city performance
4.1.9 HNWIs – city population densities
4.1.10 HNWIs – city forecasts
4.1.11 HNWIs – breakdown by state
4.1.12 HNWIs – state performance
4.1.13 HNWIs – state population densities
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs – industry breakdown
4.2.5 UHNWIs – city breakdown and performance
4.3 UHNWIs – Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs – Centimillionaires
4.4.1 Centimillionaires volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs – Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs – Mid-Tier Millionnaires
4.7.1 Mid-tier millionnaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs – Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis

5 Analysis of Italian HNWI Investments
5.1 Analysis by Asset Classes
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels'
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed-income
5.1.6 Trends of investments in equity
5.1.7 Trends of investments in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (the US, Mexico and the Caribbean)
5.2.3 Investments in Asia Pacific
5.2.4 Investments in Central and South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs. Investable Assets
5.4 Analysis of Italian UHNWI Investments

6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the Italian Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.4 The Italian Wealth Management Industry – Clientele Model and Maturity
6.5 Behavioral Mapping of Wealth Management and Private Banking in Italy
6.6 Porter's Five Force Analysis – Wealth Management Industry

7 Appendix
7.1 Additional Components of the Wealth Sector in Italy
7.1.1 Philanthropy
7.1.2 Demand for intergenerational wealth transfer
7.1.3 Human resource availability for the wealth management industry
7.2 Regulations on Taxes
7.3 Regulations Related to Immigration, Investment and Employment
7.4 Key Drivers
7.4.1 LC to US$ exchange rate
7.4.2 Real GDP growth
7.4.3 Per capita GDP
7.4.4 Domestic market capitalization
7.4.5 Commodity index
7.4.6 Foreign direct investments – inflow and outflow
7.4.7 Inflation rate
7.4.8 Interest rate
7.4.9 Balance of payments
7.4.10 Government debt
7.4.11 Stock market performance
7.5 Wealth Breakdowns

8 About Us

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Italy, 2012
Table 3: Largest Cities in Italy, 2012
Table 4: Italian HNWIs – Volume Distribution Wealth Pyramid, 2012
Table 5: Italian HNWIs – Wealth Distribution Wealth Pyramid (%), 2012
Table 6: Italian HNWIs – Industry Performance, 2008–2012
Table 7: Italian HNWIs – Cities, 2012
Table 8: Italian HNWIs – Growth in Top Cities, 2008–2012
Table 9: Italian HNWIs – Population Density in Major Cities, 2012
Table 10: Italian HNWIs in Top Cities, 2008–2017
Table 11: Italian HNWIs – Growth Rates for Top Cities, 2008–2017
Table 12: Italian HNWIs – by States, 2012
Table 13: Italian HNWIs – State Performance, 2008–2012
Table 14: Italian HNWIs – Population Density in States, 2012
Table 15: Italian UHNWIs – Gender Performance, 2008–2012
Table 16: Italian UHNWIs – Source of Wealth (%), 2012
Table 17: Italian UHNWIs in Top Cities, 2008–2017
Table 18: Italian UHNWIs Growth Rates for Top Cities, 2008–2017
Table 19: Italian Billionaires – Market Overview (US$ Billion) 2008–2017
Table 20: Italian Top 10 Billionaires (US$ Billions), 2012
Table 21: Italian Billionaire Wealth Growth, 2008-2012
Table 22: Italian Centimillionaires – Market Overview, 2008–2017
Table 23: Italian Affluent Millionaires – Market Overview, 2008–2017
Table 24: Italian Mid-Tier Millionaires – Market Overview, 2008–2017
Table 25: Italian Lower-Tier Millionaires – Market Overview, 2008–2017
Table 26: Italian Allocations of HNWI Assets, 2008–2017
Table 27: Italian HNWIs - Holdings Growth (%), 2008–2017
Table 28: Italian HNWIs – Trends of Investments in Alternative Assets (%), 2008–2017
Table 29: Italian HNWIs – Alternative Asset Composition (%), 2008–2017
Table 30: Italian Trends in ‘Art, Wine and Wheels', 2008–2012
Table 31: Global Prime Real Estate Prices per Square Meter (US$), 2012
Table 32: Italian HNWIs – Percentage of Foreign Investment Allocations, 2008–2017
Table 33: Italian HNWIs – Liquidity Breakdown (US$ Billion), 2008–2017
Table 34: Italian HNWIs – Liquidity Breakdown (%), 2008–2017
Table 35: Italian UHNWIs – Allocations and Share of HNWI Assets, 2012
Table 36: Leading Domestic Private Banks in Italy by AuM, 2012
Table 37: Leading Foreign Private Banks in Italy by AuM, 2012
Table 38: Italian Wealth Managers, 2012
Table 39: Italian Family Offices, 2012
Table 40: Wealth Management Industry – Recent Deal Activity in Italy, 2013
Table 41: Italian Income Tax Bands, 2012–2013
Table 42: EUR per US$ Exchange Rate, 2008–2017
Table 43: Italian Real GDP Growth (%), 2008–2017
Table 44: Italian GDP Per Capita (US$), 2008–2017
Table 45: Italian Domestic Market Capitalization (US$ Billion) 2008–2012
Table 46: Italian Commodity Indices, 2008–2017
Table 47: Italian Foreign Direct Investments (US$ Billion), 2008–2017
Table 48: Italian Inflation Rate (%), 2008–2017
Table 49: Italian Money Market Rate (%), 2008–2017
Table 50: Italian Balance of Payments (US$ Billion), 2008–2012
Table 51: Italian Government Debt as a Percentage of GDP, 2008–2017
Table 52: Italian Stock Market Performance, 2008–2012
Table 53: Italian HNWI Wealth vs GDP Ratio, 2008–2017
Table 54: Italy Appendix One
Table 55: Italy Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Italy
Figure 3: Italian Asset Price Performance, 2008–2012
Figure 4: Italian HNWI Performance, 2008–2017
Figure 5: Italian vs Global HNWIs
Figure 6: Italian HNWIs – Growth Factor Correlation, 2008–2012
Figure 7: Italian HNWIs – Volume Distribution Wealth Pyramid, 2012
Figure 8: Italian HNWIs – Wealth Distribution Wealth Pyramid (%), 2012
Figure 9: Italian HNWIs – Age Distribution, 2012
Figure 10: Italian HNWIs – Job Titles, 2008–2012
Figure 11: Italian HNWIs – Distribution by Industry, 2012
Figure 12: Italian HNWIs – City Performance, 2008–2012
Figure 13: Italian HNWIs – City Numbers, 2008–2012
Figure 14: Italian HNWIs – City Forecasts, 2013–2017
Figure 15: Italian HNWIs – City Numbers, 2013–2017
Figure 16: Italian UHNWIs – Wealth Share vs. Volume Growth, 2008–2012
Figure 17: Italian UHNWIs – Volume by Wealth Band, 2008–2017
Figure 18: Italian UHNWIs – Wealth by Wealth Band (US$ Billion), 2008–2017
Figure 19: Italian UHNWIs – Age Distribution (Percentage Share), 2012
Figure 20: Italian UHNWIs – Distribution by Industry, 2012
Figure 21: Italian Billionaires – Market Overview, 2008–2017
Figure 22: Italian Centimillionaires – Market Overview, 2008–2017
Figure 23: Italian Affluent Millionaires – Market Overview, 2008–2017
Figure 24: Italian Mid-Tier Millionaires – Market Overview, 2008–2017
Figure 25: Italian Lower-Tier Millionaires – Market Overview, 2008–2017
Figure 26: Italian HNWIs – Asset Class Composition, 2008–2017
Figure 27: Italian HNWIs – Trends in Alternative Assets (US$ Billion), 2008–2017
Figure 28: Italian Trends in ‘Art, Wine and Wheels', 2008–2012
Figure 29: Italian HNWIs – Foreign Investment Allocation and Growth (%), 2013–2017
Figure 30: Italian HNWIs – Global Distribution of Foreign Investments, 2008–2017
Figure 31: Italian HNWIs – Liquidity Breakdown (%), 2008–2017
Figure 32: Italian UHNWIs – Asset Class Composition, 2008–2017
Figure 33: Italian Wealth Management Industry – Maturity Level of Players
Figure 34: Italian Wealth Management Industry – Behavioral Mapping, 2012
Figure 35: Italian Wealth Management Industry – Five Forces Analysis
Figure 36: EUR to US$ Exchange Rate, 2008–2017
Figure 37: Italian Real GDP Growth (%), 2008–2017
Figure 38: Italian GDP Per Capita (US$), 2008–2017
Figure 39: Italian Domestic Market Capitalization (US$ Billion), 2008–2012
Figure 40: Italian Commodity Indices, 2008–2017
Figure 41: Italian Foreign Direct Investments (US$ Billion), 2008–2017
Figure 42: Italian Inflation Rate (%), 2008–2017
Figure 43: Italian Money Market Rate (%), 2008–2017
Figure 44: Italian Balance of Payments (US$ Billion), 2008–2012
Figure 45: Italian Government Debt as a Percentage of GDP, 2008–2017
Figure 46: Italian Stock Market Performance, 2008–2012
Figure 47: Italian HNWI Wealth vs GDP Ratio, 2008–2017
Figure 48: Italian HNWIs – Volume by Wealth Band, 2008–2017
Figure 49: Italian HNWIs – Wealth by Wealth Band (US$ Billion), 2008–2017
Figure 50: Italian HNWIs – Wealth Per Capita (US$ Million), 2008–2017

- Banca Aletti Private Banking
- Banca Euromobiliare
- Banca Fideuram SpA
- Banca Generali
- Banca Intermobiliare di Investimenti e Gestioni SpA
- Banca Leonardo Private Banking
- Banca Popolare di Sondrio Private Banking
- Banca Profilo Private Banking
- Ersel Private Bank
- Intesa Sanpaolo Private Banking
- MPS Private Banking
- Mediobanca Private Banking
- UBI Private Banking
- UniCredit Private Banking

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