HNWI Asset Allocation in Italy 2016, Competitive Landscape, Challenges, Investment Strategy and Profiles Leading Players

HNWI Asset Allocation in Italy 2016 Size and Share Published in 2016-09-23 Available for US$ 1995 at


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.


This report is the result of WealthInsights 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.


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

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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.

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Table of Content

1 Introduction

1.1 Details of this Report

1.2 Definitions

2 Executive Summary

3 Italy Key Facts

4 Distribution of Wealth in Italy

4.1 HNWI Volume and Wealth Trends

5 Analysis of Italian HNWI Investments

5.1 Analysis by Asset Class

5.1.1 Trends in alternative assets

5.1.2 Trends in art, wine and wheels

5.1.3 Trends of investment in real estate

5.1.4 Trends of investment in cash and deposits

5.1.5 Trends of investment in fixed-income

5.1.6 Trends of investment in equities

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 (including the US, Mexico and the Caribbean)

5.2.3 Investments in Asia-Pacific

5.2.4 Investments in South America

5.2.5 Investments in the Middle East

5.2.6 Investments in Africa

5.3 Alternative Breakdown: Liquid vs. Investable Assets

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