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Challenges and Opportunities for the Wealth Sector in Poland 2014

Challenges and Opportunities for the Wealth Sector in Poland 2014

Synopsis

This report is a thorough analysis of Poland's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Poland.
  • The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of Poland HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2009-2013)
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The Challenges and Opportunities for the Wealth Sector in Poland 2014 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 reports 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 2018.
Key Highlights
  • In 2013, Polish HNWIs held 27.8% (US$35.5 billion) of their wealth outside of the country, in line with the global average of 20–30%.
  • WealthInsight expects foreign asset holdings to increase to US$48.7 billion in 2018, accounting for 28.0% of the total HNWI assets.
  • Europe accounted for 56.5% of Polish HNWIs’ foreign assets in 2013, followed by the Asia-Pacific with 17.1%, North America with 13.4%, South America with 5.6%, the Middle East with 4.0%, and Africa with 3.4%.
  • Polish HNWI allocations to Europe decreased during the review period, from 65.2% in 2009 to 56.5% in 2013. North America and the Asia-Pacific were the most popular emerging regions in terms of Polish investment.
  • HNWIs are further expected to increase their levels of investment in Asia-Pacific to 19.4% of foreign HNWI assets in 2018, with investments increasingly being diverted to emerging economies.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Wealth Sector Fundamentals
    • Political Background
      • Table Cities in Poland by Population (Volume), 2013
    • Economic Background
    • Benchmarking Polish Wealth in Context
      • Distribution of wealth in Poland
    • HNWI Volume and Wealth Trends
  • Competitive Landscape of the Wealth Sector
    • Competitive Landscape
      • Foreign private banks
        • Table Leading Foreign Private Banks in Poland by Head Office, 2013
      • Wealth managers
        • Table Leading Polish Family Offices, 2013
      • Family offices
      • Financial advisors
      • Polish wealth management industry - clientele model and maturity
    • Behavioral Mapping of Wealth Management and Private Banking in Poland
  • Appendix
    • Additional Components of the Wealth Sector in Poland
      • Philanthropy
      • Demand for intergenerational wealth transfer
    • Tax Regulations
      • Table Polish Income Tax Bands (USD), 2013-2014
    • Regulations Related to Immigration, Investment and Employment
    • Key Drivers
      • Real GDP growth
        • Table Polish Real GDP Growth (%), 2009-2018
      • Per capita GDP
        • Table Polish GDP per Capita (US$), 2009-2018
      • Domestic market capitalization
        • Table Polish Domestic Market Capitalization (US$ Billion),2009-2013
      • Commodity index
        • Table Polish Commodity Indices, 2009-2018
      • Foreign direct investments - inflow and outflow
        • Table Polish Foreign Direct Investment (US$ Billion), 2009-2018
      • Inflation rate
        • Table Polish Inflation Rate (%), 2009-2018
      • Interest rate
        • Table Polish Money Market Rate (%), 2009-2018
      • Balance of payments
        • Table Poland's Balance of Payments (US$ Billion), 2009-2013
      • Government debt
        • Table Polish Government Debt as a Percentage of GDP, 2009-2018
      • Stock market performance
        • Table Polish Stock Market Performance, 2009-2013
    • Wealth Breakdowns
      • Table Polish HNWI Wealth vs GDP Ratio, 2009-2018
      • Table Poland - Appendix One
      • Table Poland - Appendix Two
  • About WealthInsight

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