Ultra HNWIs in Poland 2014

Ultra HNWIs in Poland 2014

Synopsis

This report reviews the performance and asset allocations of Ultra HNWIs in Poland, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

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 UHNWIs have performed through the crisis.
Scope
  • UHNWI volume, wealth and allocation trends from 2009 to 2013
  • UHNWI volume, wealth and allocation forecasts to 2018
  • 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)
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Poland
  • Size of Poland wealth management industry
  • Largest domestic private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The Ultra HNWIs 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.
  • Also provides detailed information on UHNWIs in each major city.
Key Highlights
  • There were 487 UHNWIs in Poland in 2013, with an average per capita wealth of US$85.5 million, making them a prime target group for wealth sector professionals. Of this total, there were five billionaires, 71 centimillionaires and 411 affluent millionaires.
  • UHNWIs accounted for 1.7% of the total HNWI population in 2013, higher than the global average of 0.7%. The number of Polish UHNWIs increased by 29.9% during the review period, from 375 in 2009 to 487 in 2013.
  • There was a range of performance between the different UHNWI wealth bands. While the number of billionaires rose by 150.0%, the number of centimillionaires and affluent millionaires rose by 29.1% and 29.2% respectively.
  • WealthInsight expects the number of UHNWIs to increase by 12.9% to reach 568 in 2018. This will include six billionaires, 84 centimillionaires and 478 affluent millionaires.


  • 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
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2018
      • HNWI trend analysis
      • Wealth band trends
        • Table Polish HNWIs - Volume Distribution (%), 2013
        • Table Polish HNWIs - Wealth Distribution (%), 2013
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Polish HNWIs - Industry Performance, 2009-2013
      • HNWIs - breakdown by city
        • Table Polish HNWIs - Cities, 2013
      • HNWIs - city performance
        • Table Polish HNWI Growth in Top Cities (Thousand), 2009-2013
      • HNWIs - city population densities
        • Table Polish HNWI Population Density in Major Cities (Thousand), 2013
      • HNWIs - city forecasts
        • Table Polish HNWIs in Top Cities, 2009-2018
        • Table Polish HNWIs - Growth Rates for Top Cities (%), 2009-2018
      • HNWIs - breakdown by state
        • Table Poland Volume of HNWI by States, 2013
      • HNWIs - state performance
        • Table Polish HNWI State Performance (%), 2009-2013
      • HNWIs - state population densities
        • Table Polish HNWIs Population Density by State, 2013
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Polish UHNWI Gender Performance (%), 2009-2013
        • Table Polish UHNWI Sources of Wealth (%), 2013
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Polish Volume of UHNWIs in Top Cities, 2009-2018
        • Table Polish UHNWI Growth Rates in Top Cities (%), 2009-2018
    • UHNWIs - Billionaires
      • Table Polish Billionaires Market Overview (Volume and US$ Billion), 2009-2018
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Polish Top 5 Billionaires (US$ Billion), 2013
        • Table Polish Billionaire Wealth Growth (US$ Billion), 2009-2013
    • UHNWIs - Centimillionaires
      • Table Polish Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table Polish Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • Core HNWIs - Mid-Tier Millionaires
      • Table Polish Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Mid-tier millionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table Polish Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • 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
  • 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
    • Developments in the Private Banking Industry
      • Table Polish Wealth Management Industry - Recent Deal Activity, 2014
    • Wealth Management and the Private Banking Industry
      • Polish wealth management industry - clientele model and maturity
    • Behavioral Mapping of Wealth Management and Private Banking in Poland
  • Appendix
    • Tax Regulations
      • Table Polish Income Tax Bands (USD), 2013-2014
    • 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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