Marktanalyse - Wealth Market in Italy to 2012

Introduction

This databook quantifies the number of wealthy individuals in Italy, and the aggregate onshore liquid wealth they hold across liquid asset bands from USD60k (EUR50k) from 2003-12.

Scope

*Includes the number of individuals with more than USD60k (EUR50k) distributed across liquid asset bands

*Includes the aggregate liquid assets of individuals with more than USD60k (EUR50k) distributed across liquid asset bands

*Provides 5 years historic and 5 years forecast data

Highlights

The total onshore liquid assets held by affluent individuals in Italy are expected to increase with a compound annual growth rate (CAGR) of 4.5% over the 2008-2012 period.

The largest numbers of affluent individuals are expected to lie in the EUR50k-75k liquid asset band by the end of 2012.

Reasons to Purchase

*Discover the size and historic growth of the affluent population

*Assess the dynamics of the affluent population across liquid asset bands

*Understand how the affluent population has been affected by the market downturn, and when it will recover

TABLE OF CONTENTS

OVERVIEW 1

Catalyst 1

Summary 1

INTRODUCTION 2

What is this report about? 2

How to use this report 2

Market Definition 3

Comparing the dollar data to euro data 3

WEALTH MARKET IN ITALY 8

Number of affluent individuals in euro liquid asset bands, 2003—2012 8

Value of liquid assets in euro bands, 2003—2012 12

Number of affluent individuals in dollar bands, 2003—2012 17

Value of liquid assets in dollar bands, 2003—2012 21

APPENDIX 26

Global wealth model methodology 26

Future readings 28

How to contact experts in your industry 28

Disclaimer 28



LIST OF FIGURES

Figure 1: Affluent individuals segmented by euro liquid asset bands in Italy, 2003—2007, (Number of individuals, 000s) 8

Figure 2: Affluent individuals segmented by euro liquid asset bands in Italy, 2008—2012, (Number of individuals, 000s) 10

Figure 3: Onshore liquid assets held by affluent individuals in Italy, 2003—2007 (€m) 12

Figure 4: Onshore liquid assets held by affluent individuals in Italy, 2008—2012 (€m) 14

Figure 5: Growth in the number of affluent individuals and their liquid assets in Italy, 2003—2012 16

Figure 6: Affluent individuals segmented by dollar liquid asset bands in Italy, 2003—2007, (Number of individuals, 000s) 17

Figure 7: Affluent individuals segmented by dollar liquid asset bands in Italy, 2008—2012, (Number of individuals, 000s) 19

Figure 8: Onshore liquid assets held by affluent individuals in Italy, 2003—2007 ($m) 21

Figure 9: Onshore liquid assets held by affluent individuals in Italy, 2008—2012 ($m) 23

Figure 10: Growth in the number of affluent individuals and their liquid assets in Italy, 2003—2012 25



LIST OF TABLES

Table 1: Wealth market definitions 4

Table 2: Affluent individuals segmented by euro liquid asset bands in Italy, 2003—2007, (Number of individuals, 000s) 9

Table 3: Affluent individuals segmented by euro liquid asset bands in Italy, 2008—2012, (Number of individuals, 000s) 11

Table 4: Onshore liquid assets held by affluent individuals in Italy, 2003—2007 (€m) 13

Table 5: Onshore liquid assets held by affluent individuals in Italy, 2008—2012 (€m) 15

Table 6: Affluent individuals segmented by dollar liquid asset bands in Italy, 2003—2007 (Number of individuals, 000s) 18

Table 7: Affluent individuals segmented by dollar liquid asset bands in Italy, 2008—2012, (Number of individuals, 000s) 20

Table 8: Onshore liquid assets held by affluent individuals in Italy, 2003—2007 ($m) 22

Table 9: Onshore liquid assets held by affluent individuals in Italy, 2008—2012 ($m) 24

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