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HNWI Asset Allocation in Poland 2014

HNWI Asset Allocation in Poland 2014

Synopsis

This report provides the latest asset allocations of Poland HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Poland HNWIs to 2018 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 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
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation 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 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 2018.
Key Highlights
  • In 2013, equities made up the largest asset class for Polish HNWIs, accounting for 31.8% of the total HNWI assets, followed by business interests with 24.5%, real estate with 18.9%, fixed-income with 13.5%, cash and deposits with 6.1%, and alternatives with 5.2%.
  • Equities, business interests and alternatives recorded growth at respective review-period rates of 51.7%, 47.3% and 46.7%.
  • Alternative assets held by Polish HNWIs increased during the review period from 4.9% of the total HNWI assets in 2009 to 5.2% in 2013. HNWI allocations to commodities increased from 0.8% of the total assets in 2009 to 1.0% in 2013.
  • Allocations in commodities are expected to decline over the forecast period, reaching 0.8% of the total HNWI assets by 2018, as global liquidity tightens from an expected drop in demand from China for raw materials, which will cause global commodity prices to flatten.
  • In 2013, Polish HNWI liquid assets valued US$65.6 billion, representing 51.2% of the total wealth holdings.


  • 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
  • Analysis of Polish HNWI Investments
    • Analysis by Asset Class
      • Table Polish Allocations of HNWI Assets (%), 2009-2018
      • Table Polish HNWI Holdings Growth (%), 2009-2018
      • Trends in alternative assets
        • Table Polish HNWI Alternative Asset Composition (%), 2009-2018
        • Table Polish HNWI Trends of Investments in Alternative Assets (%), 2009-2018
      • Trends in `art, wine and wheels'
        • Table Polish Trends in `Art, Wine and Wheels', 2009-2013
      • Trends of investments in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investments in cash and deposits
      • Trends of investments in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Polish HNWI Foreign Investment Allocations (%), 2009-2018
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in Central and South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Polish HNWI Liquidity Breakdown (US$ Billion), 2009-2018
      • Table Polish HNWI Liquidity Breakdown (%), 2009-2018
    • Analysis of Polish UHNWI Investments
      • Table Polish UHNWI Allocations and Share of HNWI Assets (%), 2013
  • 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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