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Poland 2012 Wealth Book: The rising star of Europe Product Image

Poland 2012 Wealth Book: The rising star of Europe

  • Published: December 2012
  • Region: Europe, Poland
  • 117 Pages
  • WealthInsight Ltd

FEATURED COMPANIES

  • Alior Bank SA
  • Bank Millennium SA
  • Bank PKO SA Polski
  • BRE Bank
  • DZ BANK Polska Bank
  • JP Morgan Private Bank
  • MORE

Synopsis

- 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 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.

Summary

There are just over 28,400 HNWIs and 487 UHNWIs in Poland in 2012. This report reviews the performance and asset allocations of HNWIs and ultra HNWIs in Poland and highlights top performing cities. It also includes a full evaluation of the local wealth management industry.

Scope

- Independent market sizing of Polish HNWIs across five wealth bands

- HNWI volume, wealth and allocation trends from 2007 to 2012

- HNWI volume, wealth and allocation forecasts to 2017

- HNWI and UHNWI asset allocations across 13 asset classes

- Number of UHNWIs and UHNWI growth rates in every state

- Number of UHNWIs in all major cities

- Fastest growing cities for UHNWIs (2007-2012)

- Number of wealth managers READ MORE >

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 Poland Wealth in Context
3.3.1 World statistics
3.3.2 Distribution of wealth in Poland
3.4 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWIs
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs – job titles
4.2.5 UHNWIs – industry breakdown
4.2.6 UHNWIs – industry performance
4.2.7 UHNWI breakdown by top 10 city
4.2.8 UHNWIs – top 10 city performance
4.2.9 UHNWIs – population densities
4.2.10 UHNWIs – city forecasts
4.3 UHNWIs – Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs – Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs – Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.6.2 Core HNWI wealth trend analysis
4.7 Core HNWIs – Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs – Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis
5 Analysis of Polish HNWI investments
5.1 Analysis by Asset Classes
5.1.1 Trends in alternative assets
5.1.2 Trends in “art, wine and wheels”
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed income
5.1.6 Trends of investments in equity
5.1.7 Trends of investments in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in Latin America
5.2.5 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Polish UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive landscape
6.1.1 Private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the Polish Private Banking Industry
6.3 The Polish Wealth Management Industry – Clientele Model and Maturity
6.4 Behavioral Mapping of the Wealth Management and Private Banking Industry in Poland
6.5 Porter’s Five Force Analysis – The Wealth Management Industry in Poland
6.6 Financial Services Review
6.6.1 Retail banks
6.6.2 Fund management
7 Appendix
7.1 Regulatory Environment in Poland
7.1.1 Banking regulations
7.1.2 Regulations on taxes
7.2 Key Economic Trends and Drivers
7.2.1 PLN to US$ exchange rate
7.2.2 Real GDP growth
7.2.3 Per capita GDP
7.2.4 Domestic market capitalization
7.2.5 Housing price index
7.2.6 Commodity index
7.2.7 Foreign direct investment
7.2.8 Investments of FIIs in equity products
7.2.9 Inflation rate
7.2.10 Interest rate
7.2.11 Balance of payments
7.2.12 Government debt
7.2.13 Stock market performance
7.3 Wealth Breakdowns
8 About WealthInsight

LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: POLAND: States by GDP, 2011
Table 3: POLAND: The largest 10 cities by population, 2011
Table 4: POLAND: HNWIs – Volume Distribution Wealth Pyramid, 2012
Table 5: POLAND: HNWIs – Wealth Distribution Wealth Pyramid (% Share), 2012
Table 6: POLAND: UHNWI –Gender Performance, 2007- 2012
Table 7: POLAND: UHNWI –Source of Wealth (%), 2012
Table 8: POLAND: UHNWI –Sector performance, 2007- 2012
Table 9: POLAND: UHNWIs – Top 10 Cities, 2012
Table 10: POLAND: UHNWI in Top Cities, 2007–2012
Table 11: POLAND: UHNWI - Population Density in Major Cities, 2012
Table 12: POLAND: UHNWI in Top Cities, 2007–2017
Table 13: POLAND: UHNWI Growth Rates for Top Cities, 2007–2017
Table 14: POLAND: Billionaires – Market Overview (US$ Billions) 2007–2017
Table 15: POLAND: Billionaires (US$ Billions), 2012
Table 16: POLAND: Billionaire Wealth Growth, 2007-2012
Table 17: POLAND: Centimillionaires – Market Overview, 2007–2017
Table 18: POLAND: Affluent Millionaires – Market Overview, 2007–2017
Table 19: POLAND: Mid-Tier Millionaires – Market Overview, 2007–2017
Table 20: POLAND: Lower-Tier Millionaires – Market Overview, 2007–2017
Table 21: POLAND: Allocations of HNWI Assets, 2007-2017
Table 22: POLAND: HNWIs – Holdings Growth (%), 2007–2017
Table 23: POLAND: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2017
Table 24: POLAND: HNWIs – Alternative Asset Composition (%), 2007–2017
Table 25: POLAND: Trends in “Art, Wine and Wheels”, 2007–2012
Table 26: POLAND: Residential City Performance (US$ Terms), 2011
Table 27: POLAND: Residential real estate prices, US$ terms, 2012
Table 28: POLAND: Commercial real estate prices, US$ terms, 2012
Table 29: GLOBAL: Prime International Cities, US$ terms, 2007–2012
Table 30: GLOBAL: Prime real estate prices per square meters, US$ terms, 2012
Table 31: POLAND: HNWIs - % Foreign allocation, 2007–2017
Table 32: POLAND: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2017
Table 33: POLAND: HNWIs – Liquidity Breakdown (%), 2007–2017
Table 34: POLAND: UHNWIs – Allocations and Share of HNWI Assets, 2012
Table 35: POLAND: Private Banks, Domestic, 2012
Table 36: POLAND: Private Banks, Foreign-Owned, 2012
Table 37: POLAND: Wealth Managers per City, 2012
Table 36: POLAND: Wealth Managers and Family Offices, 2012
Table 38: POLAND: Financial Advisors, 2012
Table 39: POLAND: Wealth Advisors, 2012
Table 40: POLAND: Income Tax Structure for Individuals in Poland, 2012
Table 41: POLAND: PLN to USD Exchange Rate, 2007–2017
Table 42: POLAND: Real GDP Growth, 2007–2017
Table 43: POLAND: GDP Per Capita, 2007–2017
Table 44: POLAND: Domestic Market Capitalization (US$ Billion) 2007–2011
Table 45: POLAND: Housing Price Index, 2007–2012
Table 46: POLAND: Commodity Indices, 2007–2017
Table 47: POLAND: Foreign Direct Investments (US$ Billions) 2007–2017
Table 48: POLAND: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Table 49: POLAND: Inflation Rate, 2007–2017
Table 50: POLAND: Money Market Rate, 2007–2017
Table 51: POLAND: Balance of Payments (US$ Billions) 2007-2012
Table 52: POLAND: Government Debt to GDP, 2007–2017
Table 53: POLAND: Stock Market Performance, 2007–2012
Table 54: POLAND: HNWI Wealth vs GDP Ratio, 2007–2017
Table 55: POLAND: Appendix One
Table 56: POLAND: Appendix Two

LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Poland
Figure 3: POLAND: Asset Price Performance, 2007-2012
Figure 4: POLAND: HNWI Performance, 2007–2017
Figure 5: POLAND: Polish HNWIs vs the World
Figure 6: POLAND: HNWIs – Growth Factor Correlation, 2007–2012
Figure 7: POLAND: HNWIs – Volume Distribution Wealth Pyramid, 2012
Figure 8: POLAND: HNWIs – Wealth Distribution Wealth Pyramid (% Share), 2012
Figure 9: POLAND: HNWIs – Age Distribution, 2012
Figure 10: POLAND: UHNWIs – Wealth Share vs Volume Growth, 2007–2012
Figure 11: POLAND: UHNWIs – Volume by Wealth Band, 2007–2017
Figure 12: POLAND: UHNWIs – Wealth by Wealth Band (US$ Billion), 2007–2017
Figure 13: POLAND: UHNWIs – Age Distribution (% Share), 2012
Figure 14: POLAND: UHNWIs – Job Titles, 2007–2012
Figure 15: POLAND: UHNWIs – Distribution by Industry, 2012
Figure 16: POLAND: UHNWIs – Sector Performance, 2007–2012
Figure 17: POLAND: UHNWIs – City Performance, 2007–2012
Figure 18: POLAND: UHNWIs – City Numbers, 2007–2012
Figure 19: POLAND: UHNWIs – City Forecasts, 2012–2017
Figure 20: POLAND: UHNWIs – City numbers, 2012–2017
Figure 21: POLAND: Billionaires – Market Overview, 2007–2017
Figure 22: POLAND: Centimillionaires – Market Overview, 2007–2017
Figure 23: POLAND: Affluent Millionaires – Market Overview, 2007–2017
Figure 24: POLAND: Mid-Tier Millionaires – Market Overview, 2007–2017
Figure 25: POLAND: Lower-Tier Millionaires – Market Overview, 2007–2017
Figure 26: POLAND: HNWIs – Asset Class Composition, 2007–2017
Figure 27: POLAND: HNWIs – Trends in Alternative Assets (in US$ Billion), 2007–2017
Figure 28: POLAND: Trends in “Art, Wine and Wheels”, 2007–2012
Figure 29: POLAND: HNWIs – Foreign Investment Allocation and Growth (%), 2012–2017
Figure 30: POLAND: HNWIs – Global Distribution of Foreign Investments, 2007–2017
Figure 31: POLAND: HNWIs – Liquidity Breakdown (%), 2007-2017
Figure 32: POLAND: UHNWIs – Asset Class Composition, 2007–2017
Figure 33: POLAND: Wealth Management Industry – Maturity Level of Players
Figure 34: POLAND: Wealth Management Industry – Behavioral Mapping, 2012
Figure 35: POLAND: Wealth Management Industry – Five Forces Analysis
Figure 36: POLAND: PLN to USD Exchange Rate, 2007–2017
Figure 37: POLAND: Real GDP Growth (%), 2007–2017
Figure 38: POLAND: GDP Per Capita, 2007–2017
Figure 39: POLAND: Domestic Market Capitalization (US$ Billion) 2007–2011
Figure 40: POLAND: Housing Price Index, 2007–2012
Figure 41: POLAND: Commodity Indices, 2007–2017
Figure 42: POLAND: Foreign Direct Investments (US$ Billion) 2007–2017
Figure 43: POLAND: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Figure 44: POLAND: Inflation Rate, 2007–2017
Figure 45: POLAND: Money Market Rate, 2007-2017
Figure 46: POLAND: Balance of Payments (US$ Billion) 2007-2012
Figure 47: POLAND: Government Debt to GDP, 2007–2017
Figure 48: POLAND: Stock Market Performance, 2007–2012
Figure 49: POLAND: HNWI Wealth vs GDP Ratio, 2007–2017
Figure 50: POLAND: HNWIs – Volume by Wealth Band, 2007–2017
Figure 51: POLAND: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2017
Figure 52: POLAND: HNWIs – Wealth per Capita (in US$ Billion), 2007–2017

- Alior Bank SA
- Bank Slaski SA ING Bank
- Bank Millennium SA
- Bank Handlowy (w Warszawie) SA
- Bank Pekao SA
- BRE Bank
- Noble Bank SA Bank
- DZ BANK Polska Bank
- Bank PKO SA Polski
- Bank BPH SA
- Getin Noble Bank S.A.
- BNP Paribas Bank Polska SA
- Raiffeisen Bank Polska SA BRE Bank SA
- Kathrein & Co
- Dresdner Bank Luxembourg
- Dexia Banque Internationale a Luxembourg
- Credit Suisse Private Banking
- JP Morgan Private Bank
- Julius Baer
- Deutsche Bank Private Wealth Management
- UBS Wealth Management

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