Synopsis
This report is a thorough analysis of Poland's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
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
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.
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.
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Polish Wealth in Context
3.3.1 Distribution of wealth in Poland
3.4 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Foreign private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.1.5 Polish wealth management industry - clientele model and maturity
4.2 Behavioral Mapping of Wealth Management and Private Banking in Poland
5 Appendix
5.1 Additional Components of the Wealth Sector in Poland
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 Real GDP growth
5.4.2 Per capita GDP
5.4.3 Domestic market capitalization
5.4.4 Commodity index
5.4.5 Foreign direct investments - inflow and outflow
5.4.6 Inflation rate
5.4.7 Interest rate
5.4.8 Balance of payments
5.4.9 Government debt
5.4.10 Stock market performance
5.5 Wealth Breakdowns
6 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Poland by Population (Volume), 2013
Table 3: Leading Foreign Private Banks in Poland by Head Office, 2013
Table 4: Leading Polish Family Offices, 2013
Table 5: Polish Income Tax Bands (USD), 2013-2014
Table 6: Polish Real GDP Growth (%), 2009-2018
Table 7: Polish GDP per Capita (US$), 2009-2018
Table 8: Polish Domestic Market Capitalization (US$ Billion),2009-2013
Table 9: Polish Commodity Indices, 2009-2018
Table 10: Polish Foreign Direct Investment (US$ Billion), 2009-2018
Table 11: Polish Inflation Rate (%), 2009-2018
Table 12: Polish Money Market Rate (%), 2009-2018
Table 13: Poland’s Balance of Payments (US$ Billion), 2009-2013
Table 14: Polish Government Debt as a Percentage of GDP, 2009-2018
Table 15: Polish Stock Market Performance, 2009-2013
Table 16: Polish HNWI Wealth vs GDP Ratio, 2009-2018
Table 17: Poland - Appendix One
Table 18: Poland - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Poland
Figure 3: Polish Asset Price Performance (%), 2009-2013
Figure 4: Polish HNWI Performance (US$ Billion and HNWI Volume), 2009-2018
Figure 5: Poland Vs Global HNWIs (%), 2009-2018
Figure 6: Polish Wealth Management Industry - Maturity Level of Operators, 2014
Figure 7: Polish Wealth Management Industry - Behavioral Mapping, 2013
Figure 8: Polish Real GDP Growth (%), 2009-2018
Figure 9: Polish GDP per Capita (US$), 2009-2018
Figure 10: Polish Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 11: Polish Commodity Indices, 2009-2018
Figure 12: Polish Foreign Direct Investment (US$ Billion), 2009-2018
Figure 13: Polish Inflation Rate (%), 2009-2018
Figure 14 Polish Money Market Rate (%), 2009-2018
Figure 15: Poland’s Balance of Payments (US$ Billion), 2009-2013
Figure 16 Polish Government Debt as a Percentage of GDP, 2009-2018
Figure 17: Polish Stock Market Performance, 2009-2013
Figure 18: Polish HNWI Wealth vs GDP Ratio, 2009-2018
Figure 19: Polish HNWIs - Volume by Wealth Band, 2009-2018
Figure 20: Polish HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 21: Polish HNWIs - Wealth per Capita (US$ Million), 2009-2018
